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Lam beats reduced guide as 2019 is done and 2020 is just a hope!

Lam beats reduced guide as 2019 is done and 2020 is just a hope!
by Robert Maire on 08-02-2019 at 4:00 am

Nice house in a neighborhood in decline

Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.

Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut more or less in … Read More


The Wild, Wild SEMICON West TechTALK – Joe Costello Speaks Out

The Wild, Wild SEMICON West TechTALK – Joe Costello Speaks Out
by Randy Smith on 07-25-2019 at 10:00 am

On July 9, 2019, I attended the TechTALK session hosted by Dave Kelf of Breker Systems, Inc. titled, “Applied AI in Design-to-Manufacturing.” I was happy to hear what Dave had put together for this since it is a topic I am keenly interested in and because I have known Dave personally through music and charitable activities we have … Read More


eSilicon’s Latest SerDes Solution is Here – And It Took A Village

eSilicon’s Latest SerDes Solution is Here – And It Took A Village
by Randy Smith on 07-22-2019 at 10:00 am

I recently watched a webinar given by eSilicon about its project to enhance its licensable solution for 56 and 112 Gigabit per second PAM4 & NRZ DSP-based SerDes family in 7nm. I am sure it was complicated enough to coordinate a webinar with a host, a moderator, and three different technical presenters – however when we are talking… Read More


Great, early signs of a recovery in logic, not memory

Great, early signs of a recovery in logic, not memory
by Robert Maire on 07-21-2019 at 12:00 pm

A “Logic Lead” recovery confirmed- Memory still mired, 3400C = “Third times a charm”. EUV finally accelerates as all ducks now in a row.

ASML posted a good quarter with great orders and capped off with a strong outlook for the current quarter.  Logic demand is sparking a recovery while memory remains essentially… Read More


Semicon West 2019 – Day 2

Semicon West 2019 – Day 2
by Scotten Jones on 07-18-2019 at 10:00 am

Tuesday July 9th was the first day the show floor was open at Semicon. The following is a summary of some announcements I attended and general observations.

AMAT Announcement

My day started with an Applied Materials (AMAT) briefing for press and analysts where they announced “the most sophisticated system they have ever released… Read More


Semicon West was sluggish with hopes of 2020 recovery

Semicon West was sluggish with hopes of 2020 recovery
by Robert Maire on 07-17-2019 at 6:00 am

Bouncing along a not too bad bottom
Given that we have followed the semiconductor industry through many down cycles, we can safely say that this one isn’t all that bad by comparison. Everyone, big & small, is still safely profitable and in relatively good shape. Though we are seeing the normal week long holiday shut downs

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


Two Fun Things To Do at SEMICON West on July 9, 2019

Two Fun Things To Do at SEMICON West on July 9, 2019
by Randy Smith on 07-01-2019 at 10:00 am

 

I will be at SEMICON / EE Design West on Tuesday, July 9, 2019, and so should you!

Quantum computing will be a hot topic at SEMICON West and on Tuesday, July 9, the IBM Quantum Computer will be on display at the Smart Design Pavilion in the South Hall (Moscone Center) from 10:00am to 5:00pm. It looks like no other computer I have ever… Read More


Double-digit semiconductor decline in 2019

Double-digit semiconductor decline in 2019
by Bill Jewell on 06-27-2019 at 4:00 pm

The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More


SPIE Advanced Lithography Conference – Imec design papers

SPIE Advanced Lithography Conference – Imec design papers
by Scotten Jones on 06-27-2019 at 10:00 am

At the SPIE Advanced Lithography Conference Imec presented several design papers and I have had the opportunity to review the papers and speak with the authors. In this summary I am going to address three emerging areas in order of when I think they may be implemented from soonest to latest.

Specifically, I will discuss:

  1. Buried Power
Read More