Archive for August, 2008

ComicCon 2008: Content is King, and Gamers Still Love Their Big Boxes

Monday, August 4th, 2008

Frequent readers of the Semico Spin know that I am a fan of ComicCon and attend it in San Diego, CA during my family vacation.  This is the fifth year in a row if I remember correctly which we attended.  As I say every year, there were more geeks than you can shake a light [...]

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Semico: DRAM and NAND Flash: Doing the Memory Tango

Saturday, August 2nd, 2008

Why is it critical to look at DRAM and NAND memories together?  As the target application for memory technologies continues to shift away from desktop personal computing, the value propositions of memory technologies have also changed.  In this report, we examine the strategic issues of the total memory market where manufacturing and technology decisions decide [...]

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Semicon West 2008

Friday, August 1st, 2008

Several Semico analysts attended Semicon West this year.  Although the forecast for 2008 capital expenditures is for less spending, there was still a lot to get excited about at the show this year.Â
We talked to a few companies with innovative improvements to image sensor technology.  Sarnoff has developed a back illumination technology that utilizes SOI [...]

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