NICE PIECE on the Examiner today – yeah, I’m biased – about solar panels from Subhankar Kundu. The semiconductor companies are cheesed off with the Indian government not helping them enough.
We had a chat about this. A fab costs $2 billion at least to build. Orders are falling, falling, falling. This is the first time the clearly cyclical semi business has experienced this. TSMC is at 40% capacity. So will the fabs shift to producing polysilicon for the solar panel business? It’s not so easy. All it will take is for photovoltaic panels to become cheap and the famous Moore’s Law will kick in. And countries like India which have heaps of sun will benefit.
Will it happen? Probably not for a good while. It’s a crying shame. ♦
THE FIRST PUBCAST has come to pass but it has happened here, on my very own bog.
Paul Hales, the editor of the INQ (founder: M.Magee) decided to join the Old Farts at the Globe Tavern opposite Baker Street yesterday evening.
Hales wasn’t a happy bunny. But at least he had the grace to respond to our request for a live interview, complete with sound effects. Just a second later, he grinned and gave us the finger twice. But we’ve cut that bit out, because this is a family bog. The vid was produced with the fantastic Flip device – it plugs into your USB port, the sound is pretty good, and the vid quality isn’t bad either. The software is on the machine and it takes a couple of batteries which generate an hour of video. What’s inside this cheap device?
With apologies to Intel for the dum-de-dum-de-dum-de-dum thingie. It was playing loudly on the pub TV while we were filming. The finger is here. ♦
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