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Welcome to my weekly roundup of the key semiconductor news from around the world from last week. The COVID-19 virus outbreak and it’s impact on the semiconductor supply chain continues to dominate the news, but there was also lots of other news from around the world, so please read on.
Let’s start by a review of where the started… Read More
The new coronavirus outbreak or COVID-19 outbreak, as it is now officially called, continues to dominate the news again this week as currently there is no end forecast to the outbreak, and infection numbers continue to rise. This will have an impact on semiconductor supplies in the coming months and into Q2 as the necessary restrictions… Read More
Very solid quarter driven by foundry/logic
AMAT reported a very solid quarter, beating the top end of guidance with foundry and logic being the primary drivers of spend. Revenues were $4.16B and EPS of $0.98 non-GAAP versus street of $4.11B and $0.93 EPS.
Guide not too wide… – $300M “Corona Cut”
More importantly,… Read More
In a week where the new coronavirus and it’s impact has dominated the news, here is my weekly summary of the key semiconductor and technology news from around the world that you should know but may have missed.
The new coronavirus in China and worldwide is already causing an impact for the electronics supply chain, potentially affecting… Read More
KLAC reported revenues of $1.509B and EPS of $2.66 NonGAAP versus street of $1.48B and $2.58. Foundry (TSMC) was obviously the big driver of the quarter and into 2020 as well. Memory remains subdued… Read More
Now that the dust has settled and I’m out of cronovirus quarantine let’s talk about the Intel and AMD conference calls. Unfortunately, the Intel and AMD marketing teams are still outpacing engineering so it is difficult to write something serious but I will do my best.
Spoiler Alert: Both CEOs disappoint.
First an Intel 10nm update:… Read More
Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More
This week the Coronavirus has been escalated to a Global Health Emergency status by the WHO, China extended the Chinese New Year shutdown to 9th February and many companies have implemented a travel ban on business travel to/from China or Asia as well as implementing other business continuity procedures. The last crisis in 2003… Read More
A signed trade deal between the US and China has finally been signed. How much does this settle down the relationship and what will continue to cause problems? Given that in the same week as the deal was signed, the US government confirmed their new tough restrictions on allowing Chinese investment at any level into technology … Read More
In a week where the “phase 1” trade deal between US and China was finally signed, here is all the key news from the semiconductor and technology sector around the world.
After 2 years of an ever increasing trade war, the US and China have signed the so called Phase 1 deal aimed at reducing trade frictions.
Just as important as what is … Read More
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