Potentially very good news for LSI's 0.18 um G12 for next year?
techweb.com
I guess this is another pitfall in the fabless model in their competition with vertically integrated guys like LSI. If one fabless guy falls because they have wrong product, it's just one guy. But if the tool are have bugs, that can delay a whole bunch of them for a while. Perhaps this is another reason why G12 is supposedly very well received.
... Can Cadence compete in the 0.18-micron
arena? Most analysts said Cadence has
some good technology in the wings, and
needs to get it into customer's hands as
quickly as possible to rebuild confidence.
"They have some image issues," said
BancBoston's Smith.
Harding said Cadence will ship a
complete 0.18-micron design flow, "from
authoring designs right through physical
design," by the fourth quarter of this year.
But for now, those megapixel competition, super DVD competition etc. etc. can sit on the shelf to wait for the design tools? You switch to another tool, takes a few more weeks to get retrained and up to speed, spend a little bit more money on the new tools ... Guess why they call it IP.
I am beginning to think that the next upturn might not be across the board. Fabs are just too easy to build now. I will not be surprised that the next upturn might just miss the memory boyz or the non-IP boyz altogether.
By the way, I believe that Wilf was asked specifically about the G12 and he answered that it is all done, going through the fab and running stable.
Go Gresham! Go!
patrick |
