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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (10984)3/19/1998 4:26:00 PM
From: shane forbes  Read Replies (1) of 25814
 
The Red Herring issue came out today:

LSI was mentioned as an ASIC vendor that was playing in the networking field ("physical layer" - "low end"). However not much more mentioned. Interestingly Texas Instruments is mentioned as the big boy.

Also there is a briefing on semiconductors that is worth reading.

They do mention the problem that software is poor and EDA tools have not kept up with the sub-micron designs. ("Dirty little secret - software does not work for designs with over 150,000 gates"). I've mentioned before that I suspect LSI's momentum got thumped for a good long time thanks to this little problem.

Finally they mention that semiconductors are now hitting against those famous quantum mechanical limitations and Gordon Moore is not sure whether the paradigm of "smaller, faster and cheaper" (I think that's what it is) will be coming to a grinding halt once we get under 0.1 or so.

(Also for trivia: going from 0.35 to 0.25 almost doubles the number of chips per wafer. They mention 180 chips with 0.35 and around 350 chips at 0.25. No wonder there are pricing pressures in the industry! This is my guess how they derived the increase in the number of chips per wafer: (0.35/0.25)^(2) = 1.96 times the number of chips - so if 180 is the base under 0.35, you get 353 chips for 0.25. We have to square the reductions in size because there are 2 dimensions involved - a wafer is "2" dimensional.)

Shane.
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