Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (20898)	10/18/2006 10:26:15 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "However as technology advances down Moores law,more and more chips will require cooling as they are tested." I don't think so. The move in all chips is toward low power consumption which means low heat generation. The multiple cores running at 1/2 maximum speed are designed for low power and low heat generation. RE: "As chips become more complex - the total population of chips needing to be tested by a Summit test handler will grow." I doubt that. Complexity is handled by testers, not wafer probers and handlers. Semi unit volume is constantly making all time highs. Quite the opposite for COHU's handler revenue. I am not telling you to sell ALL your COHU, but it is NOT a good representative for the semi and semi equip industries and you are assuming inordinate "company risk" by not DIVERSIFYING!