x*******6
发帖数: 994 | 1 Please contact recruiter directly.
#1) One of my longest-standing clients has just received a $31 million
round of Venture Capital funding and is aggressively expanding, hiring
multiple positions for world-class CMOS semiconductor engineers. The
company is a leader in the field of next-generation nonvolatile memory and
is now working with a number of major customers, Their innovative memory has
the potential to replace both flash and DRAM. This is a chance to work on
leading-edge, advanced no... 阅读全帖 |
|
发帖数: 1 | 2 【 以下文字转载自 EE 讨论区 】
发信人: lakeriver (), 信区: EE
标 题: Epi / Process/Device/ FA Engineer Openings
发信站: BBS 未名空间站 (Tue Jan 22 21:34:31 2019, 美东)
WinS (Shenzhen Institute of Wind bandgap Semiconductors深圳第三代半导体研究
院) is seeking the following job candidates. The R&D team consisting of
senior VPs /scientist/engineers/ with 10~20 years experiences in industry
from U.S. Candidates with semiconductor materials/device/process background
and FAB experience are highly recommended. Package is negotiable, benefit... 阅读全帖 |
|
d*********2
发帖数: 48111 | 3 都是这样啊， t&t本来就是去玩的， 不是去吃的。
我们家今天下午走了一下午， 拿了两篮子的糖， 都没打算吃，
后来有家店送的wafer, 也挺烂牌子的， 但是走了好几个小时又累又饿， 吃起来真
香， 然后派老大又去索了４，５个回来。 |
|
h****9
发帖数: 381 | 4 ＊＊＊ SALE或COUPON专贴，请JMs将有关信息贴这个专贴里，以方便大家查找 ＊＊＊
＊＊＊ 请JMs存下这个贴子的链接，我会尽量每周都来更新，如果大家看不到这个贴子，我更新就没有意义了。 ＊＊＊
只是想跟JMs说明一下，为了方便大家查找，我答应版版MM帮助收集和整理我所
知道的以及JMs提供的COUPON/DEAL信息，我会尽量及时更新coupon专贴的主贴，
也欢迎更多JM将coupon贴在这个贴子里，在此一并感谢所有提供COUPON/DEAL
信息与大家分享的JMs，并感谢在COUPON专贴出问题时给予我很大支持与帮助的steedzhu、BelugaWhale及brightsmoo几位版版MM。
除了某些 BRU/TRU COUPON可能是扫描件以外，其它基本上都是printable coupons，请需要的JM用链接打印啊。JMs可以在文摘区找到更多coupon信息
包括交换等信息(请从首页找起)。
★ 有JM问起，觉得这个贴子太长了，慢的原因可能是图片太多，我将图片显示出来是想方便JMs很快找到自己想要的DEALS(我可以将图片略去，如果更好的话)。简介一下主贴的内容啊... 阅读全帖 |
|
p********2
发帖数: 9939 | 5 是不是gerber的不酸呢？
今天试试玉米糊，也不要。
我吃wafer人家倒是狠感兴趣。给她咬了一大口，被她爹骂死了 |
|
h**********1
发帖数: 235 | 6 女儿幼儿园采用小朋友家长轮流买snack政策，这个月我家小朋友需要提供下列小点心
，请有经验的家长说说你们都在哪个店里买？哪里这些东西品种最全？而且直接就是小
朋友size的单独包装？
我在加州湾区，南湾，north san jose
Pudding cups + spoon
Vanilla Wafers
Animal crackers
Salami
Mini Croissants
Graham Crackers
Cheeze Its
Mini Corn Dogs
..... |
|
t*o
发帖数: 2606 | 7 好久没来了，更新一下，现在有以下儿童食品coupon
Happy baby 20% off
sprout organic 20% off
Tiny wafers 10% off
Frito Lay 10% off
Gerber good start 30% off
Nurturme Organic Infant Cereals $0.75 off |
|
b**j
发帖数: 20742 | 8 今天小家伙在家里发烧，不停的哭着要妈妈回家。结果妈妈没回来，UPS truck停在门口
送来了chocolate wafer, 给她吃了2根就不哭了。 |
|
i******e
发帖数: 1720 | 9 我N年前也经历过类似的事。家里开party, 因为家里没人过敏，这方面就不太注意。我
事前不知道一位邻居的儿子对花生过敏，准备的零食里有Chocolate wafer w/ peanuts
。 本来那个已经读K的孩子平常自己也知道自己对花生过敏，吃东西前自己都会问，但
那天大人都聊的高兴，孩子也玩得高兴，小男孩跟着别的孩子就一起吃了，还在我家就
开始不对了，他父母马上意识到，赶快带他离开，最后也是去急诊了。我当时都傻了，
非常内疚，还好最后都恢复了。那位妈妈事后反倒要安慰我。后来就很小心，凡是有小
朋友的爬梯都不准备带花生/坚果的零食。现在孩子都比较大了，也没有小小朋友来家
里，又比较不注意了。
谢谢楼主提醒，这根弦要绷紧。 |
|
B****n
发帖数: 1404 | 10 很好的一篇文章讲ABC成长中的struggle。
==============
https://www.michigandaily.com/opinion/michigan-color-american-plus-chinese
By Carlina Duan, Magazine Editor
Published February 2, 2014
When I was eleven, I was called a Chink by three boys at a water park. I was
wearing my favorite blue Nike suit, had just gotten my first period a month
before, and adored my fish tank of silver guppies, which swam mercilessly
back and forth through a sleeve of cool water each night.
I didn’t understand race, and I didn’t u... 阅读全帖 |
|
q****i
发帖数: 6923 | 11 小字绝对对眼睛好，问题在于你给孩子看书的光线是否合适。
我从小就喜欢看小字，现在也一样看小字，也不戴眼镜。我认识一个台湾大叔，60多的
人了，显微镜是他的主要工作工具，人家看wafer上的问题看得比我还清楚。 |
|
z*****9
发帖数: 77 | 12 特意登上来跟你说说戒奶戒面的事，其实应该称为dairy-free, gluten-free, 很容易
的。牛奶羊奶不要喝，喝豆奶就好了；面粉类的不要吃，包括各种麦子，大麦小麦燕麦
，吃米就好了呀，什么米都可以吃的呀。如果嫌顿顿大米饭想吃点别的，糯米粉做的发
糕，玉米粉做的各种点心都可以吃。老美超市全都有gluten-free的食物卖，包括面包
，cereal, pasta, 做wafer的粉，mountain mikes还有gluten-free的pizza卖呢。没有
你想的那么难的 |
|
g**n
发帖数: 25142 | 13 对对
我也正想推荐呢
挺像以前国内那种太阳牌小米锅巴的
还有nabisco的nilla wafers，有点像以前国内那种小圆饼，叫杏仁饼还是啥的，一度
属于很风靡的好吃糕点
nabisco的lorna doone，有一点像以前国内的万年青饼干。。。 |
|
|
v*******e
发帖数: 1553 | 15 -$2 Wisk Laundry detergent any 胖子(exp 2/13/11)
(Get $10 eb wyb $25 1/2-1/8/2011 in CVS :
Wisk Liquid laundry detergent $5
Angel Soft tissue 24 pk $9.99
Planters Mixed nuts, whole cashews, Nutrition or smoked almonds $3.50
Sparkle paper towels 8 pk $5
Quilted Northern Soft & Strong or Ultra Plush 12 pk $7
Nabisco Chips Ahoy, Lorna Doone, or Nilla Wafers 9.5-15.25 oz $2.50).
It is $15 if you buy 5*Wisk Liquid laundry detergent(use 5 coupons).You will
get $10ecb. So it looks like $1/Wisk Liquid lau... 阅读全帖 |
|
h**********8
发帖数: 267 | 16 报告 CVS 纤维片 Fiber75% off, 我这里店里都没有标，扫出来的确是75% off
一种Citrucel (还有$2 peelie) 6.24-2 = $4.24
CVS Fiber with Calsium 75ct $2.12
CVS Smoothy Fiber $3.62
Meta Wafer Apple Fiber $1.49 |
|
m*******s
发帖数: 925 | 17 当中有一段：
Select Snacks $1
Pringles
Golden Oreos
Oreos
Nutter Butters
Keebler Townhouse
Fig Newtons
Club Crackers
Lorna Doone
Premium Saltines
Ritz
Nilla Wafers
Cheez-its
Wheat Thins
Simplify Berry/Strawberry drinks
RA Pantry Green Tea
Snacks are all between 4 to 8oz
Pringles are 2.61oz
Drinks are 1.5L
And there's a $2 SCR wyb $10 of Nabisco! |
|
l*****y
发帖数: 5737 | 18 7/31 Smartsource
Red Lobster $4.00 off any two dinner entree's (9/8)
Red Lobster $3.00 off any two lunch entree's (9/8)
BIC Stationery Products Save $1.00/2 (9/30)
General Mills Cereals Chex*Fiber One*Honey Nut*Oatmeal Crisp*Raisin Nut*
Total (9/10)
Yoplait Greek Yogurt Save $.50/2 (9/24)
Save $1.00 on any fresh eggs when you purchase two packages of Naturesweet
Cherry Tomatoes (10/31)
Welch's Jams Jellies or Spreads Save $1.00/3 (10/31)
Blink Tears or Blink Gel Tears Lubricating Eye Drops Save ... 阅读全帖 |
|
l**********l
发帖数: 1267 | 19 上几周的海飞丝买一送一很火爆。今天看了slickdeals上有P&G 4/29/12 preview，我
看了看就是
Pantene(潘婷) B1G1似乎是最好的了。CVS @ 4/29 @ 两瓶12.6 oz Pantene 卖6.97刀
并有1刀的ECB，再用这个B1G1，最后2.5刀两瓶，我觉得很值。大家可能看到大瓶的
Pantene卖5.99刀，但是这个B1G1 free product ets up to $4.99。
附上P&G 4/29/12 preview
P&G 4/29/12 insert
Expires 5/31/12
Always $.50/1 Pads, Clean or Feminine Cleansing Cloth ets
Always $.50/1 Pantiliners 30ct+
Always $1/1 Infinity 12ct+ including Radiant Infinity
Bounty $.25/1 towels or napkins ets
Charmin $.25/1 product ets
Clairol $2/1 hair c... 阅读全帖 |
|
t********7
发帖数: 387 | 20 我买了好几桶ROYAL DANSK 的 luxury wafers 蛋卷，感觉很好吃
1.79/桶，有香草、巧克力两种口味，香草有点甜，巧克力的不错。 |
|
z****r
发帖数: 1037 | 21 去年买了Pirouline Rolled Wafers Chocolate Hazelnut 2磅清到2.97。今年买了
Swiss prestige premium biscuits清到3.88。后一个算不那么甜的，三角形的是中国
杏仁味的，还可以。能不能降价要看店里存货多少和经理的手笔了。 |
|
l**2
发帖数: 229 | 22 本周有个freebie
meta health bars 6 ct $8.49
-$8.49 crt (printing for everyone 06/14-06/20)
-$2 wyb meta health bars for any variety, 6 ct. box or larger. excludes meta
health bar 1 ct. size. (exp june 22, 2015 3:00 am) ibotta offer
-$1 meta® bars or wafers (excludes meta® health bar 1 ct size) |
|
g********0
发帖数: 6201 | 23 【 以下文字转载自 Military 讨论区 】
发信人: bingya (bing), 信区: Military
标 题: “国家千人计划特聘专家”李云初剽窃ADI原版技术，一步步复制“汉芯”骗局
发信站: BBS 未名空间站 (Sat Aug 31 18:16:39 2013, 美东)
“人生如戏，全靠演技”，自称掌握国家“高端芯片”技术的云芯公司董事长李
云初正在一步步复制7年前陈进“汉芯”的超级骗局。
李云初的A面：美国德克萨斯农工大学（TAMU）电子博士、ADI等从事高性能
模拟电路产品设计超过10年、国家千人计划特聘专家、江苏省高层次创新创业人才、国
家级集成电路设计企业创始人、拥有被美国列入禁运名单的高端数据转换器芯片自主研
发技术。
李云初的B面：这一切荣誉都来自对ADI产品原版的剽窃。在删掉 ADI相关LOGO
后，李云初把相同的申报材料一遍一遍复制后，走马灯似得与政府、军方甚至中兴、华
为开始了合作。不幸的是：这位领军人物没有为合作伙伴生产出一颗真正能够产品化的
芯片。
2009年，李云初入选“国家千人计划特聘专家”，这是一个光鲜的开始。
李云初的简历中自称：拥有... 阅读全帖 |
|
y********4
发帖数: 1116 | 24 想问问国内相关的科研环境，特别是华东，华南和华中，有那些学校能做深槽蚀刻和
wafer bonding？光是表面工艺还不行。
我知道北大清华还是上海微系统所都很牛，但是这些地方房价太贵了，职位也很难申请
。所以想看看一些新学校。
另外国内现在有没有类似美国NNIN之类的开放式的低价位cleanroom可以进去租用设备
的。很多年以前在国内的时候用过北大微电子所的cleanroom，体验不是很高，工艺自
由度不高。
有没有相关经验的海归分享一下，谢谢。 |
|
y********4
发帖数: 1116 | 25 想问问国内相关的科研环境，特别是华东，华南和华中，有那些学校能做深槽蚀刻和
wafer bonding？光是表面工艺还不行。
我知道北大清华还是上海微系统所都很牛，但是这些地方房价太贵了，职位也很难申请
。所以想看看一些新学校。
另外国内现在有没有类似美国NNIN之类的开放式的低价位cleanroom可以进去租用设备
的。很多年以前在国内的时候用过北大微电子所的cleanroom，体验不是很高，工艺自
由度不高。
有没有相关经验的海归分享一下，谢谢。 |
|
L****a
发帖数: 572 | 26 At this moment, it's still difficult to fathom how deep the cut will finally
impact the demand. But I think it's pretty sure that the panel and wafer
price will go down further from here.
I was acually confused by some of the market reactions. CSUN, JASO, LDK all
performed better than others. CSUN should be due to Lazar's upgrade today.
LDK : seems currently market perceived valuation may be low. And I also
think market may assume that german domestic producers may be less affected
by the cut. I |
|
B*********e
发帖数: 909 | 27 It used to be "芯片要省钱，产量大是王道"
But now the combination of wafer numbers and yield decides profitability.
In addition, most of IC companies no longer maintain Fabs to manufacutre
chips. Instead, a lot of them prefer to be fabless and foundries such as
TSMC, UMC, and GF will take the orders with their huge Fabs. |
|
L****a
发帖数: 572 | 28 Sales and gross profit is not bad, which means the wafer and sillicon
business is turning back, although may be temporary.
But it's quite strange the SG&A cost is much higher.
I am confused. |
|
J******s
发帖数: 913 | 29 I sold 5000 Jaso on Friday. I am still holding 2600 SOL (I sold some too).
Wafer price went up recently, and should benefit upstream solar companies
like SOL. |
|
B*********e
发帖数: 909 | 30 good point
but most of them make a-Si for their own use, not for sale (?). in other
words, to reduce cost. i'm not sure they can produce enough for their own
use though.
if i am not wrong, STP had/has contract with MEMC (aka WFR) on wafer supply.
WFR is good though. not only solar cell (both c-Si and a-Si) use it, but
also semi industry (c-Si) |
|
x*******1
发帖数: 28835 | 31 depends on future wafer's price. If energy rises, I will follow. It has
reach low risk region. |
|
x*******1
发帖数: 28835 | 32 ldk 的产能在增加，但是wafer还是白菜价。 如果crude oil能长起来，应该他能有一
波。现在crude oil 82, 就要往90进军了。 我买了 1**[email protected]， 虽然miss 3 cents,
但是大环境在变好，buy, buy, buy. |
|
h**e
发帖数: 446 | 33 LDK 这几年是不太行, 但是在本版的很多人持有LDK.
我的建议是不要割在最底点.从过去的两天交易来看,很多散户割了LDK. 很大一部分是
被看空的人的观点所动.
这轮LDK受载, 是由于德国的市场下半年会降, 但是全球其他地区的增长可能很容易来
抵消.
至于LDK在太阳能产业的地位也不需我多说, wafer >全世界产量的25%, ASP 还在增长,
material cost 继续下降... |
|
n******n
发帖数: 12088 | 34 【 以下文字转载自 EEInvestor 俱乐部 】
发信人: newgumin (新股民), 信区: EEInvestor
标 题: LDK $12.6M to 4Q 'doubtful recoveries' zz
发信站: BBS 未名空间站 (Thu Jul 1 01:19:51 2010, 美东)
SUNNYVALE, Calif. (AP) -- LDK Solar Co., which makes wafers for solar cells,
said Wednesday it will need to account another $12.6 million for "doubtful
recoveries," in the fourth quarter of 2009, that is, money it may not
receive.
The company said the additional provision for doubtful recoveries was based
on updated information about its cus |
|
s8
发帖数: 424 | 35 首先说明， 我看好JASO ER.
现在JASO正在突破边缘， 个人人为这次ER会强力突破。
关于ER的数据， 个人同意Seekingalpha的文章预测：
Revenues: 345m
Shipments: 210mw cell, 50mw oem, 35mw module
Asps: 1.28/watt cell, .35/watt oem, 1.66/watt module
Unit Costs: 1.0/watt cell, .18/watt oem
Gross Profit: 210 x .28 = 58.8m cell, 50 x .18 = 9m oem
Incremental Gross Profit: 35 x .05 = 1.5m module, 30 x .15 = 4.5m wafer
Gross Margin: 58.8m + 9m + 6m = 73.8m / 345m = 21.4%
Operating Expenses: 14m
Net Interest Expense: 7m
Forex Gain: 1m
Derivative Gain: 5m
Tax |
|
g**********7
发帖数: 2026 | 36 已经探明大底，最近涨的有点汹，感觉可以等稍微回调（7。2-7.5附近购买）。
LDK Solar, manufacturer of multi-crystalline solar wafers, recently said
that the company commenced producing solar cells at its 60-megawatt (MW)
facility. The company recently expanded vertical manufacturing facility by
installing its first production line of solar cells. The plant would be
expanded to 120 MW of production capacity by the third quarter.
-The Street. 9.3
http://www.thestreet.com/_yahoo/story/10852210/1/4-china-solar-stocks-to-watch.html?cm_ |
|
L****n
发帖数: 12932 | 37 无解。 solar从六月份就开始move了， getting old, wafer module price up is
well known. sector rotated. |
|
a****1
发帖数: 654 | 38 GCL-Poly Energy Holdings Ltd. will invest HK$17.7 billion ($2.3 billion) in
polysilicon and wafer factories in China during this year and next, the Hong
Kong- based manufacturer said today in a statement.
Bad news for LDK |
|
d***y
发帖数: 2567 | 39 1. JASO missed estimates on an operational basis due to higher than expected
wafer costs;
2. JASO will likely post something around 2.00 in eps this year;
3. Annual eps of roughly the annualized q4 2010 numbers, therefore, 10 eps is
expected based on the PE of 4-5.
4. JASO will reach 10 this year some time;
5. As for next week, JASO could be up or down at this level. Based on other
solars' performance and JKS/SOL/STP/CSIQ ER next week, I would say
possiblity for up is bigger than down. But, keep... 阅读全帖 |
|
d***y
发帖数: 2567 | 40 1. JASO missed estimates on an operational basis due to higher than expected
wafer costs;
2. JASO will likely post EPS around 2.00 this year;
3. Annual eps of roughly the annualized q4 2010 numbers, therefore, 10 eps
is expected based on the PE of 4-5.
4. JASO will reach 10 this year some time;
5. As for next week, JASO could be up or down at this level. Based on other
solars' performance and JKS/SOL/STP/CSIQ ER next week, I would say
possiblity for up is bigger than down. But, keep in mind 8.5 ... 阅读全帖 |
|
d***y
发帖数: 2567 | 41 JKS beats estimates from every aspect.
Basher would pick the salt grain that the gross margin in 4Q is narrowed from 33.5% for the
third Q to 28.5%.
From the forecast of 1Q, no slow down can be seen in the produciton of wafer
, cell & module.
We can predict other solars, especially LDK the similar vertically
integrated in much larger scale, will beat estimates greatly. I think WS
Crook analysists have to revise their estimates in the following days.
Let's see how they play out this ER season. |
|
z***e
发帖数: 5600 | 42 Need to take into account the bigger picture instead of just one quarter's
earnings
Good news: solar demand and pricing were strong: almost all companies are
having a great time and crushing numbers
Bad news: solad demand already pulled a lot forward and the good days are
running out very fast. Italy set a target of 8GW by 2020. Everyone rushed
to take advantage of the generous FIT of 40 euro cents / kwh and
suddenly 8GW would be reached this year. Now Italy is talking about
putting a 8GW har... 阅读全帖 |
|
s**********n
发帖数: 868 | 43 Thanks for the info. It looks this company had no previous experience on
poly? Also it looks like it includes wafering? Also is it possible to get $1
.5B revenue from a 6000MT poly plant? Err...
Unless both GCL and SOL are making scams, this new comer will be totally
screwed up. I'm still a little skeptical on GCL and SOL's numbers, but I don
't think a new player paying a lot more reduces GCL and SOL's credibility. |
|
s******v
发帖数: 4495 | 44 各位半导体大牛，能不能讲讲啊？我先抛块砖头
DRAM/Toshiba, MU应该得益，新厂在新加坡，不过他的silicon会不会受到影响啊？
silicon wafer 第一大厂信越就在福岛，停电是少不了，有没有核辐射就不知道了。
WFR收益。
SNDK是和Toshiba合作，不过Fab3/4远离震区800公里，只是silicon受影响。
还有吗？ |
|
p*******t
发帖数: 223 | 45 the question is : are all the wafer manufacture running in 100% capacity? |
|
c********t
发帖数: 4527 | 46 It is a semi material company (wafer?) and it is a solar company too.
huge incredible volume up today (the biggest exception huge up down
because of ER event)
Today's big up partially make it up with the recent sell off and prompted
by the disaster speculation.
My sense is that it is not fully take the disaster situation into account
yet.
maybe we should discuss more about it in the context of Japan disaster
with big cow like supermdv etc. |
|
s******v
发帖数: 4495 | 47 销量是次要的，重要的是产量。象半导体生产中的关键原料，wafer, BT树脂基板，地
震灾区有超过
20%，甚至40%的产能。而且半导体生产需要稳定的电源，日本关东关西两大电网还不兼
容，无法从关
西调电。德国都停了核电厂检查，小日本不敢，因为没有备用的电力。总之，这次日本
大地震对整个
手机、平板电脑生产的影响是很大的。 |
|
i****n
发帖数: 13151 | 48 LDK Solar to Host Investor Day on April 11, 2011
XINYU CITY, China and SUNNYVALE, Calif., March 15, 2011
LDK Solar Co., Ltd. ("LDK Solar"; NYSE: LDK), a leading
manufacturer of multicrystalline solar wafers and PV
products, today announced that it will hold its Investor
Day in New York City on Monday, April 11, 2011.
Safe Harbor Statement for LDK Solar
This press release contains forward-looking statements
within the meaning of the safe harbor provisions of the
Private Securities Litigation Refo... 阅读全帖 |
|
i**********0
发帖数: 73 | 49 LDK Solar sees FY11 revenue $3.5B-$3.7B vs. consensus $3.06B
For FY11, LDK Solar expects revenue in the range of $3.5B-$3.7B, wafer
shipments
of 2.7 to 2.9 gigawatts, module shipments of 800 MW to 900 MW, in-house
polysilicon production of 10,000 MT and 11,000 MT, in-house cell production
between 500 MW and 600 MW, and gross margin between 24% and 29%. |
|
s******v
发帖数: 4495 | 50 这个INTEL推出3D Gate，对整个半导体行业都有影响，NVDA在Server和PC，Tablet上前
景一下子变得很不明朗了。5/12 ER，如果不想赌了，就撤了吧。我就不再update了。
现在这个战场从QCOM，NVDA, TXN, STE，BRCM, MRVL直接的战国，重新变成了x86 vs
ARM的决战了。
INTC也不是胜定了，
1. 为什么不把这个工艺，用在生产atom上？而是ivy bridge, 这个PC明显在走下坡；
2. PR中说到，2-3% cost up on finished wafer，这个说法有点疑问
慢慢观察吧 |
|
