Tonto:
Alright, you got me there. I am a bit partisan when it comes to
TMAI. The truth is that TMAI does have competitors, Silvaco
and ISE. But by far TMAI is the largest of the TCAD companies.
TMAI built its business with two products, Suprem (semicondutor
fabrication process simulation), and pieces (semiconductor
device simulation. There are a host of other products, but
by far these two generates the most revenue.
Fabrication engineering is like black magic. You mix chemicals
with different material to create a chips on wafers. Engineers
in the 70s and 80s would have to depend emperical results and
experience to make chips. So literally, they have to use
paper, pencil, and a calculator do to some initial calculation
before they go into the cleanroom. With the advent of powerful
computers and advance mathmatical models, engineers can sit
in front of the computer in a "virtual clean room" and do
experiments right on the computer before they go into the lab.
This cuts 10s or even 100s of millions of dollar off development
cost.
Some customers like TMAI because the original developers who
worked on Suprem and Pieces at Stanford and joined TMAI are
still with the company. Some consider TMAI products better
than Silvaco's and ISE's. So some engineers can use the
competitors products. But I heard they that crash all the time.
(of course have no proof on this) So they would have to go back
to papers and pencil. :)
- Chung
- Chung
>>>Quoting Chung "The earning loss is due to the jitters of the merger and the
redirection of the sales channel as a result several pending
deals were held of until next quarter. It is an anomaly,
they will recover, I have no doubt about that. Or else,
the semicondutor manufacture engineers will have to go
back to paper, pencil, and calculator for their work."
Is this just your opinion that without TMAI, you guys are back to paper and pencil, or
do you have proof? (ggg)
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