Intel’s IFM and IMS. Lam’s new Bevel-Dep tool.
G. Dan Hutcheson
The Chip Insider®
Summary:
What’s Happening and What’s the Meaning:
Intel adopts Internal Foundry Model … Stock falls: Was it correlation with or without causation? … AMD also fell … is the stock market more intelligent than a company’s leadership about its future direction? I remember when the market punished Nvidia for its move into HPC and AI. Boy was it wrong… The big question here centers on if Intel has picked the right strategy? … Why now, two-and-a-half years after Gelsinger was appointed CEO?... Another factor could be having the option to spin manufacturing off …
Intel sells off 20% IMS Microfabrication to Bain: This appears to be a realigning of Intel’s strategy…
Lam Research introduces Coronus® DX: This is an impressive new addition to Lam’s Coronus bevel treatment series.
Maxims: There are only five business strategies: cost, quality, distribution, technology, and intellectual property (IP).
"Intelligence is quickness in seeing things as they are" -George Santayana
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