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Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials

Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials
by Robert Castellano on 01-21-2021 at 6:00 am

Apple Ion beam t6

Smartphone shipments have been dropping over the past few years, as shown in Chart 1, as a result of several factors, but primarily the slowdown in smartphone innovation while at the same time prices have kept increasing. Even with the much anticipated 5G in 2020, unimpressive speed gains coupled with a Covid-19 backdrop, smartphones… Read More


Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020

Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020
by Robert Castellano on 11-29-2020 at 10:00 am

2020 WFE Share

On December 2, 2019, I posted a SemiWiki article entitled “ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019.”Since losing its dominance for the first time since 1990 in 2019, Applied Materials is poised to lose its retake the 2020 lead in the semiconductor equipment market. ASML led the… Read More


Apple Is Evaluating Scratch Resistant Diamond Like Coatings On Gorilla Glass

Apple Is Evaluating Scratch Resistant Diamond Like Coatings On Gorilla Glass
by Robert Castellano on 10-07-2020 at 10:00 am

DLC T1

Despite the improvements in glass material used in smartphone displays, many, if not all, leading smartphone manufactures such as Apple  and other smartphone manufacturers are evaluating a coating method that further increases the durability of screens at a cost of just pennies per display by coating them with diamonds.… Read More


SMIC China Sanctions – Headwinds For Applied Materials And Lam Research

SMIC China Sanctions – Headwinds For Applied Materials And Lam Research
by Robert Castellano on 10-05-2020 at 6:00 am

Micron Technology and SMIC C1

On September 26 there were media reports that the U.S. Commerce Department has added China’s largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC) , to its entity list, after it determined there an “unacceptable risk” that equipment SMIC received could be used for military purposes

U.S. firms would… Read More


Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020

Why I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020
by Robert Castellano on 04-09-2020 at 10:00 am

Applied Materials Lam lower C2

Because of significant $4 billion in equipment pull-ins in Q4 from sales in Asia, I was reducing my semiconductor wafer front-end (WFE) equipment revenue growth from an earlier +5% to 0% in 2020. Now, based on CORVID-19, I am further reducing revenue growth to -6.9%.

Chart 1 also shows the cyclical nature of semiconductors and semiconductor… Read More


KLA Blows Away Competition in the Semiconductor Metrology/Inspection Market

KLA Blows Away Competition in the Semiconductor Metrology/Inspection Market
by Robert Castellano on 02-18-2020 at 10:00 am

KLA Blows Away CompetitionC1

KLA saw its share of the semiconductor metrology/inspection market increase from 52% in 2018 to 56% in 2019.

As a background, KLA manufactures and sells equipment used to monitor many of the 400 to 600 processing steps in the manufacturing of semiconductors, starting with a bare wafer, such as silicon, to a completed device. The… Read More


ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019

ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019
by Robert Castellano on 12-02-2019 at 10:00 am

For the first time since 1990, Applied Materials is poised to lose its lead in the semiconductor equipment market, according to my recently published report “The Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts.

Applied Materials, which has been losing market share in the wafer front end (WFE) equipment… Read More


Comparing Applied Materials with Lam Research

Comparing Applied Materials with Lam Research
by Robert Castellano on 10-13-2019 at 8:00 am

Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More


The Nanometrics – Rudolph Technology Merger: What Was Nanometrics Thinking?

The Nanometrics – Rudolph Technology Merger: What Was Nanometrics Thinking?
by Robert Castellano on 07-09-2019 at 10:00 am

On June 24, 2019, Nanometrics and Rudolph Technology announced they will combine in an all-stock merger of equals transaction. The companies say the combination increases the SAM (served available market) opportunity to approximately $3B.

This article attempts to analyze the two companies in their different business segments,… Read More


Lithography For Advanced Packaging Equipment

Lithography For Advanced Packaging Equipment
by Robert Castellano on 06-24-2019 at 10:00 am

Advanced IC packaging, such as fan-out WLP (Wafer Level Packaging) and 2.5D TSV (Through Silicon Via) will drive the packaging equipment market, particularly lithography. This will help specific equipment manufacturers in 2019, since the WFE (Wafer Front End) market will drop 17%. But the Back-End lithography market, led … Read More