6 ms·
Completely agree, the industry is very commoditized, and like all SEMIs very cyclical. Build new capacity, buy test, dry-spell, repeat. Had to fill-out the bott
by jordanbaucke 11y ago
Completely agree, the industry is very commoditized, and like all SEMIs very cyclical. Build new capacity, buy test, dry-spell, repeat. Had to fill-out the bottom-line with CMOS testing, etc.
He was building commercial testers, Sytest and then Nextest, and given the cyclical nature, the consolidation in the industry circa 2008 when Teradyne swallowed Eagle & Nextest makes sense. I'll read up on ONFI - any specifics you're curious about I can ask him directly...
- cushychicken 11y agoDoes he have any sort of insight on the early washout rates of the chips they ship? I dunno if you saw the recent Carnegie Mellon/Facebook paper about NAND retention, but a major finding of that is that there's definitely a "second bathtub" in NAND devices that ship, but don't live for very long in the field. Other than that, though, most of my interest in NAND starts long after they pass out of your uncle's machines and their descendents. :) Unrelated - I work with a bunch of former Teradyne employees.