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Minimal Corona Impact on Chip Equipment Stocks

Minimal Corona Impact on Chip Equipment Stocks
by Robert Maire on 02-16-2020 at 6:00 am

Coronavirus Light SemiWiki

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


The Tech Week that was February 3-7 2020

The Tech Week that was February 3-7 2020
by Mark Dyson on 02-09-2020 at 10:00 am

Semiconductor Weekly Summary 1

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


Good December but March variable due to Coronavirus

Good December but March variable due to Coronavirus
by Robert Maire on 02-07-2020 at 10:00 am

Coronavirus
  • Trend remains positive for 2020 overall
  • New tools & EUV suggest better growth in 2020
  • Calendar 2019 ends on strong foundry note

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


Intel vs AMD Q4 2019 Conference Calls

Intel vs AMD Q4 2019 Conference Calls
by Daniel Nenni on 02-04-2020 at 6:00 am

Intel 10nm Roadmap

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


Logic and Memory Make for a Recovery

Logic and Memory Make for a Recovery
by Robert Maire on 02-03-2020 at 6:00 am

Lam Research 2020
  • LAM- “Logic And Memory” make for a recovery-NAND (Samsung) & Logic (TSMC) + China
  • Great Q4 Results & Q1 guide as memory restarts
  • Logic strength continues-China is crucial to growth
  • 2019 better than expected- 2020 WFE up about 5-8%

Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More


The Tech Week that was January 27-31 2020

The Tech Week that was January 27-31 2020
by Mark Dyson on 02-02-2020 at 6:00 am

Semiconductor Weekly Summary 1

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 2003Read More


US China Trade Deal – Will it Work?

US China Trade Deal – Will it Work?
by Gordon Orr on 01-23-2020 at 6:00 am

China US Trade deal Will it Work

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


The Tech Week that was January 13-17 2020

The Tech Week that was January 13-17 2020
by Mark Dyson on 01-19-2020 at 10:00 am

Semiconductor Weekly Summary 1

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


Chinese consumers in 2020 5 trends to watch

Chinese consumers in 2020 5 trends to watch
by Gordon Orr on 01-19-2020 at 6:00 am

Chinese consumers in 2020 5 trends to watch

My friends at McKinsey just released their annual look at the Chinese consumer. As always, they have interviewed thousands across China to draw out “what is different this year?” They start however from the key point that has not changed – that over the 2000s China has accounted for almost one third of the growth in global household… Read More


China in 2020: Lower profits, more bankruptcies, and new challenges doing business

China in 2020: Lower profits, more bankruptcies, and new challenges doing business
by Gordon Orr on 01-15-2020 at 6:00 am

China in 2020 Lower profits more bankruptcies and new challenges doing business

This is the fifth and final part of the series

For many industrial businesses, 2019 has been tough. Profits lower across the board – light and heavy industry, state-owned and private businesses. Labor costs rising while ex-factory prices are not. Access to debt restricted. The gap between high performers and laggards widened

Read More