Specifically, what are the physical differences on wafers and are there any stark differences in the basic principles of the manufacturing?
In line with this, can a fab for a corporation that sells consumer memory produce processors in their same fab? Or are there completely separate toolsets and processes?
Shares of Micron Technologies Inc. jumped by more than 9% in early trading on Tuesday after the chipmaker offered a strong outlook for next year.
The Idaho-based company, which has its Bay Area offices in San Jose, was recently highlighted as a top pick in a report from analysts at Rosenblatt Securities. They also like the prospects of two Santa Clara companies — Advanced Micro Devices Inc. and Marvell Technologies Inc.
"We believe a structural shift and doubling in semiconductor growth going forward has important implications for investors," Rosenblatt analysts wrote. They are predicting what they call "the biggest semiconductor cycle of all time" based on factors which include the growth of artificial intelligence.
Micron on Monday said it projects revenue in its current quarter of about $7.50 billion, plus or minus $200 million, topping analyst expectations of $7.28 billion. It anticipates that adjusted earnings will come in at about $1.95, plus or minus 10 cents, compared to Wall Street expectations of $1.85 per share.
Micron's shares (Nasdaq:MU) on Tuesday rose to as high as $89.78. They are up by about 19% on the year, slightly better than the 18% rise in the Nasdaq Composite index for 2021.
AMD shares (Nasdaq:AMD) were up by about 2% in early trading and are up by about 50% on the year. Marvell shares (Nasdaq:MU) were up a bit less than 1% on Tuesday, but have soared by about 83% this year.
“” Rosenblatt analyst Hans Mosesmann, in his firm's report, wrote that he believes Micron has the most potential upside because of an expected increased demand for its memory chips in 2022. “”
With the other two highlighted semiconductor companies, Mosesmann said that Marvell will benefit from increased customization of its chips in all major markets including data center, 5G infrastructure, and automotive. And he believes AMD will be boosted by its pending acquisition of San Jose-based Xilinx Inc. (Nasdaq:XLNX), which he says should "add to the sustainability and diversification prospects for the company."
My wife is the one actually looking for it, but I want to be helpful... So I know that might be pretty specific of a request but anything like that, or a good college for Electronics in which she can openly learn about that specifically.
I'm well aware that almost any will do and she can focus. On that for thesis, but if there is an interesting option, we would like to give a look.
Hey folks-was wondering if there is anyone out here with experience in a semicondutor/memory chip industry? This specific role I am interviewing for is a corp fpa supporting the cfo with some additional responsibilities of r&d finance as well.....could use some pointers in terms what I can expect during the call? and any direction in industry metrics, best practices for this type of industry, stuff that would help me standout would be helpful.
Breakthrough holds major implications for the future of the quantum internet
Quantum technologies have the potential to help create next-generation computers, sensors and communication networks—but doing so requires building a scalable platform in which quantum bits (“qubits”) can be controlled individually and retain information for a long time.
In a new study, scientists at the University of Chicago managed to do exactly that. The team demonstrated control of atomic quantum memories in silicon carbide, a common material found in electric cars and LED light bulbs. Then, they used this control to create an “entangled state,” representing a connection between the quantum memories and electrons trapped in the semiconductor material.
Published Sept. 21 in Nature Materials, the study effectively shows how one could encode and write quantum information onto the core of a single atom, unlocking the potential for building qubits that can remain operational—or “coherent”—for extremely long times. The study results hold major implications for quantum computing, according to the authors.
“Just like a desktop computer has different types of memory for various purposes, we envision quantum technologies will have similar needs,” said co-first author Alexandre Bourassa, a graduate student at the Pritzker School of Molecular Engineering at the University of Chicago. “Our trapped electron is like a CPU, where different nuclear spins can effectively be used as a quantum RAM and hard-drive to provide both medium- and long-term storage of quantum information.”
Semiconductor materials are arrangements of atomic nuclei held together by electronic bonds. Some but not all of
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