We have a guest contribution today from Zvi Or-Bach, the President and CEO of MonolithIC 3D Inc. In this post, Zvi shares his perspective on where the industry is going after attending the recent Future Horizons conference (IEF-2011).
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Is the transition from 300mm to 450mm wafers just driven by 20-30% cost reduction? Or is there more to it than meets the eye? Let's take a look...
All of us know Jerry Sanders' famous quote from the 1990s. "Real men have fabs", said the AMD CEO. Over the past decade, several famous companies, many of whom had real men, dumped their fabs and went fab-lite or fabless. I believe there will be a similar move towards the IP business model in the next decade. Here's why...
As you'd know, I spent three years at SanDisk before joining MonolithIC 3D Inc. Unfortunately, my time in the flash memory industry coincided with some of it's worst years. I saw huge losses, big layoffs, ridiculous price declines and a hostile take-over attempt :-( Based on this, you'd think flash memory is one of the most difficult parts of the semiconductor industry. Not true. The DRAM industry is so cut-throat that the flash industry appears benign in comparison.
 We have a guest contribution today from Israel Beinglass, the CTO of MonolithIC 3D Inc. Israel was at Applied Materials for almost two decades, and served as Chief Technology Officer and Chief Marketing Officer for many groups there. In this blog-post, Israel discusses an interesting trend he sees in the semiconductor industry today.
A few weeks back, in my "Looking Beyond Lithography" post, I explained the reasons why flash memory makers such as Toshiba, Samsung and Hynix are exploring an alternative approach to Moore's law. In this blog-post, let's see if this approach is viable for logic technologies...
 We have a guest contribution today from Zvi Or-Bach, the President and CEO of Monolithic 3D Inc. Zvi argues that the EDA vendors need to form relationships with their customers that allows the tool companies to share the risks and rewards that come with striving for improved yields.  We have a guest contribution today from Zvi Or-Bach, the President and CEO of Monolithic 3D Inc. Zvi explains why he believes the time for Monolithic 3D is NOW.  We have a guest article today from Brian Cronquist, VP of Technology at MonolithIC 3D Inc. Brian has 30 years of global experience on “both sides of the silicon wafer table”: starting and building Chartered Semiconductor (Singapore) technology and customers as a captive then pure foundry, and non-volatile FPGA technology at Actel as a fabless partner and customer to over 7 foundries and IDMs. He discusses cost implications of Monolithic 3D.
 We have a blog post today from Israel Beinglass, the CTO of MonolithIC 3D Inc. Israel spent almost 20 years at Applied Materials, and was Chief Technology Officer, Chief Marketing Officer and General Manager at various divisions there. Israel gives us a "fab-equipment perspective" on Monolithic 3D technology.
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