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AMAT came in at revenues of $6.78B… Read More
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.
We begin the analysis with the … Read More
Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.
So what are the facts?
From a revenue perspective, Intel was inside… Read More
Lam reported… Read More
The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
The development of cost effective, high-performance silicon to silicon interconnect at the system level can be a vexing problem. So many choices, which one will work best? Ease of use and customer support are woven into the DNA of Samtec. Almost four years ago I explored the company’s focus on putting the customer first here. Fast-forward… Read More
Is it time to abandon the ASML stock?
The first tool company to report Q2-24 results is ASML, and the lithography leader delivered a result above the guidance of EUR5.95B. Revenue of EUR6.242B is 4.9% above guidance and 18% above last quarter’s result of EUR5.29B.
Both operating profit and gross profit grew but not to the level of … Read More
#61DAC was buzzing with discussion of chiplet-based, heterogeneous design. This new design approach opens new opportunities for applications such as AI, autonomous driving and even quantum computing. A critical enabler for all this to work is reliable, cost-effective advanced packaging, and that is the topic of this post.… Read More
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