SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JMAR Technologies(JMAR)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Starlight who wrote (9183)8/2/2000 6:20:32 PM
From: real_time99  Read Replies (2) of 9695
 
Thanks for the interesting article. Actually, it isn't clear to me whether the current foundry shortages impact JSI, positively or negatively. If you go back through JMAR's press releases on JSI it sounds like JSI has some strong relationships with foundries, but I'm not clear on the specifics of whether they have guaranteed wafer processing and supply commitments, and if so, how far out. JSI is clearly a "fabless" semiconductor manufacturer in the sense that it designs the chips and then farms out their manufacture to a group of foundries who traditionally supply wafers and process the chips for the large number of fabless companies. If anyone is going to the Annual Meeting on August 10th, maybe you can ask what JSI's specific assurances are that even if their new chips are a hit that they are guaranteed enough production availability from their foundry "partners". And if available, at what additional price? How does the availability of foundry space impact them compared to their competitors Cypress and IDT. I have certainly heard the arguments for being fabless in the sense that you dont have the huge capital expense of your own foundry and the fact that one of the competitors (Cypress?) has its own foundry and may be less flexible in implementing the latest smaller/better fabrication technology if it means a large capital expenditure. But, if it means an assured supply in times of shortages in capacity, then the investment will pay off.

Although JSI has built and operates a foundry for the government in Sacramento and has said that might be available for manufacturing their own chips when the government isn't using it, it doesn't sound like that is a current or planned source for the chips (FIFOs, etc.) that JSI is planing to introduce over the next months/year. That would be another question to ask at the meeting though.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News