{"id":521,"date":"2009-03-13T22:59:58","date_gmt":"2009-03-14T06:59:58","guid":{"rendered":"http:\/\/www.betasights.net\/wordpress\/?p=521"},"modified":"2009-03-13T22:59:58","modified_gmt":"2009-03-14T06:59:58","slug":"trust-your-fab-cdo-vs-cdo","status":"publish","type":"post","link":"http:\/\/www.betasights.net\/wordpress\/?p=521","title":{"rendered":"Trust your fab – CDO vs CDO"},"content":{"rendered":"

\"\"<\/a>Trust is the foundation of all trade and business. Without trust, no deal can get done, no venture can be launched, no discussion can even begin. Trust has been shaken in individual businesses in recent years, but recently exposed financial scams have shaken confidence not just in one or a collection of companies but almost in the very value of money itself. Agencies gave high ratings to the long-term stability and value of CDO (collateralized debt obligations)<\/a>, which in the sober light of day are seen to have been illusions disguised by algorithms. If we can’t trust banks then maybe we can’t trust fabs?<\/p>\n

Intel claims to have invested billions of dollars into R&D for exotic new materials for it\u2019s chips, including what can be incomprehensible acryonyms like HKMG and SiGe and CDO. How can we trust another CDO? Well, this CDO is \u201ccarbon-doped oxide\u201d which is completely trustworthy because it\u2019s been used for over a decade in mainstream chips (CDO at Intel<\/a> is called \u201cSiCOH\u201d at IBM<\/a> and \u201cBlack Diamond\u201d by Applied Materials<\/a> and \u201cAurora\u201d by ASM<\/a> and \u201cCoral\u201d by Novellus<\/a>; it\u2019s all essentially the same functional thin-film glass used to insulate the metal wires on chips). The world\u2019s fab technology really works. I use it to write these words, and you use it to read these words.<\/p>\n

Fab technology, whether semiconductor, flat-panel, photovoltaic, or MEMS, is about making incredibly useful things for amazingly low costs. The world needs these things. Another billion people need a cell phone, and it still needs a lot of chips. Microcontrollers and sensors and renewable energy all enrich people\u2019s lives across the world in myriad ways, and demand will not stop. However, we are part of the global economy now, and so we too must slow when everyone else slows.<\/p>\n

The trust has never left fabs. Fab folks want to do things, we like to make things happen, it\u2019s just what we do. When the global economy turns around, we\u2019ll be ready to ship products. We still know who to call at midnight to get a needed part. We still trust our order will show up on time and to spec. Our CDO is in no way similar to their CDO, trust hundreds of dedicated technologists who gather every year for the International Interconnect Technology Conference (June 1-3, in Sapporo for the first time)<\/a>. A reminder as to why TSMC is not an accurate bellwether<\/a> during a downturn will be covered in the Newsletter<\/a>. \u2013E.K.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Trust is the foundation of all trade and business. Without trust, no deal can get done, no venture can be launched, no discussion can even begin. Trust has been shaken in individual businesses in recent years, but recently exposed financial scams have shaken confidence not just in one or a collection of companies but almost […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,5,4,6,7],"tags":[214,465,467,466,468,469,76],"class_list":["post-521","post","type-post","status-publish","format-standard","hentry","category-manufacturing-fabrication-line","category-flat-panel-display","category-integrated-circuit","category-micro-electro-mechanical-system","category-photovoltaic","tag-cdo","tag-manufacturing-fabrication-line","tag-flat-panel-display","tag-integrated-circuit","tag-micro-electro-mechanical-system","tag-photovoltaic","tag-rd"],"_links":{"self":[{"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=521"}],"version-history":[{"count":9,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/521\/revisions"}],"predecessor-version":[{"id":531,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/521\/revisions\/531"}],"wp:attachment":[{"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=521"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.betasights.net\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}