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Non-Tech : Kirk's Market Thoughts
COHR 181.66+2.4%3:59 PM EST

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To: Gottfried who wrote (4861)7/3/2017 11:09:22 AM
From: Kirk ©3 Recommendations

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Gottfried
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This sort of talk seems to come at market tops.... but it would sure be nice if it comes true.

Globalfoundries CEO predicts a golden decade for semiconductors

Jean Chu, Shanghai; Jessie Shen, DIGITIMES
[Monday 3 July 2017]

The semiconductor industry will enter a golden age in the next decade, driven by robust chip and memory demand for ultra-large data centers and artificial intelligence (AI) applications, according to Globalfoundries CEO Sanjay Jha.

Chipmakers will have to be capable of providing sufficient manufacturing capacity and corresponding technologies to support future applications, Jha indicated. For IC foundries, future applications for AI and Big Data provide the best opportunity to move forward. China is also looking to transform from a manufacturing-based economy to one that focuses on innovation in AI and other new applications, Jha said.

Globalfoundries is speeding up the construction of a new 12-inch fab in Chengdu, China, Jha noted. The fab is scheduled to begin production of mainstream process technologies in 2018, and will focus on manufacturing Globalfoundries' commercially available 22FDX process technology with volume production expected to start in 2019.

In addition, Globalfoundries recently announced the availability of its 7nm leading-performance (7LP) FinFET semiconductor technology designed for applications such as premium mobile processors, cloud servers and networking infrastructure. The first customer.... more at digitimes.com
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