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DewDiligence

10/29/12 7:48 AM

#5985 RE: DewDiligence #5984

More on the same story from today’s NYT:

http://bits.blogs.nytimes.com/2012/10/28/i-b-m-reports-nanotube-chip-breakthrough/

I.B.M. scientists are reporting progress in a chip making technology that is likely to ensure the shrinking of the size of the basic digital switch at the heart of modern microchips for more than another decade.

The advance, first described in the journal Nature Nanotechnology on Sunday, is based on carbon nanotubes, exotic molecules that have long held out promise as an alternative material to silicon from which to create the tiny logic gates that are now used by the billions to create microprocessors and memory chips. The I.B.M. researchers at the T.J. Watson Research Center in Yorktown Heights, N.Y., have been able to pattern an array of carbon nanotubes on the surface of a silicon wafer and use them to build chips that are hybrids of silicon and carbon nanotubes with more than 10,000 working transistors.

The I.B.M. advance is significant, scientists said, because the chip making industry has not yet found a way forward beyond the next two or three generations of silicon. “This is terrific. I’m really excited about this,” said Subhasish Mitra, a Stanford University electrical engineering professor who specializes in carbon nanotube materials. The promise of the new material, he said is that not only will carbon nanotubes allow chip makers to build smaller transistors, but it is likely they will turn off and on more quickly as well.

…I.B.M. scientists said they believed that once they have perfected the use of carbon nanotubes sometime after the end of this decade, it will be possible to dramatically raise the speed of future chips as well as dramatically increase the number of transistors.

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north40000

10/29/12 12:41 PM

#5987 RE: DewDiligence #5984

I woke up one morning 2 weeks ago to discover that a long-time holding, San Diego based CYMI, was quoted in the $70s per share, rather than ~$48/share. Thought it was a misprint.
Then I discovered that Dutch-based ASML has proposed a cash/stock takeover. Impetus is CYMI's innovative extreme UV light technology used in the lithography for carving ever more narrow grooves in wafers used to make chips. That takeover is a surprise to me as I had always thought that AMAT would be a likely purchaser, if any entity. It certainly did not hurt overall portfolio value.

CYMI's technology had always been licensed world-wide.

Sounds like Moore's law continues to survive, one way or another.