时间：2021-06-14 01:02:07 来源：网络整理编辑：Mode Electronics
This author and others suggested that DRAM always has an up cycle and followed by a down cycle, it is clearly not the case anymore, a large capex last /this year does not mean it will followed with a large bit growth at the current state of the art process. For instances, Micron CFO said they spent $8B capex in 2018, about $5B for DRAM, their bit grow is 20% per year, since Samsung has a capacity of double of Micron's, they need to spent at least $10B just to keep up with the annual demand, all the capex this year and last year did not have any significant impact on the output bit growth mainly due to technology complexity, while the demand is growing even higher due to new applications like AI, auto, and growth of mobile devices, it is not clear while there is any cycle anymore, if there is one, it will be much longer, 5 to 10 years? Besides, there are only 3 producers, there is no more predatory ramping to kill off the other guy mentality any more, in the face of fast internet information, no extreme high level of inventory as some predicted, as each company can adjust production level instantly. Thus, if anyone insists there is a cycle, I would rather call it a trend instead.
How is the Average Selling Price calculated? Is it weighted by capacity, like $/GB? I didn't find a definition at DRAMeXchange.com either.
@Resistion, could you share sources or data for the capital expenditures by technology complexity? For our designs, it would be helpful to know what geometry size the industry is designing for.
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ALLENTOWN, Pa. — Agere Systems Inc. today announce a realignment of its operations, placing all of its products under two new market-focused groups: Infrastructure Systems and Client Systems.
Agere said the realignment of product activities focus the two new groups on network equipment and consumer communications. The Infrastructure Systems Group will leverage Agere's technologies in optoelectronics components and ICs, while the Client Systems Group will build on the company's products for wireless data, computer communications, and storage applications, said officials.
The next result, in which 65% say that their company has no formal practices for transferring knowledge (Fig. 2 ), makes many companies appear to drop the ball. That’s not to say that informal knowledge transfer doesn’t happen, for we know it does.
Some people prefer not to transfer knowledge, especially as they get older. Why? Because some want to have unique knowledge and see it as a way to keep their job. I saw that firsthand wherein one aging engineer had been at the company so long that he was the only one who could support customers still using the previous generations of products. We’re talking capital equipment here, which tends to be in use for 10 to 20 years. When he retired, the company had nobody left to support those customers. Of course, there were fewer of those old machines in use every year. The engineer had no chance of changing to a new position, but he didn’t want one anyway.
If knowledge isn’t being transferred, then where do millennials get their information? First, let’s ask if part of the reason for lack of knowledge transfer is that millennials don’t consider the knowledge of older engineers to be relevant. I think that this is more software-related than hardware-related. Aren’t younger engineers more familiar with programming languages or software tools than veteran engineers? Indeed, programming languages and software skills top the list of skills that both sets of engineers feel that they’d need to improve to change jobs (Fig. 3 ). But the survey doesn’t explain the difference between programming languages” and software skills.”
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