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90 nanometer chatter
Between this piece from Reuters, a research note from CSFB this morning, and lots of recent questions from buyside people, it seems there's a meme on 90nm developing.
Seems everyone is using the move down to 90 as a justification for their ratings of the foundries and semis in general. They point to UMC and TSMC 90nm sales as a % of overall sales and see it as either half empty or half full.
Sneaking under the radar, though Reuters mentions it in passing, is how easy it will be to move from 90 to 65nm. In a meeting the other day, heard a lot about how 65nm will come right on the heels of 90nm and that's the node to watch.
August 30, 2005 at 09:06 AM in Strategic Ventures | Permalink
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Comments
I agree with you the way you view the issue. I remember Jack London once said everything positive has a negative side; everything negative has positive side. It is also interesting to see different viewpoints & learn useful things in the discussion.
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