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– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook
Quarterly reports from… Read More
Dan is joined by Matthew Burns, Matt develops go-to-market strategies for Samtec’s Silicon to Silicon solutions. Over the course of 20+ years, he has been a leader in design, technical sales and marketing in the telecommunications, medical and electronic components industries.
Matt and Dan discuss revelations from the recent… Read More
Tony Casassa has served as the General Manager of METTLER TOLEDO THORNTON since 2015, after having joined the company in 2007 to lead the US Process Analytics business. Prior to spending the last 16 years with METTLER TOLEDO, Tony held various business leadership positions for 2 decades with Rohm and Haas Chemical. A common thread… Read More
I’m a fan of DVCon, a fan of Accellera and a fan of Munich, hosting DVCon Europe once again. This year’s event runs from November 14th through 15th (with some events on the 16th) at the Holiday Inn Munich in the City Center. Phillippe Notton (CEO, SiPearl) will deliver a keynote on “Energy Efficient High-Performance Computing in the… Read More
As expected KLAC reported earnings at the … Read More
Revenues came in at $3.48B… Read More
I am straying from my normal range of topics here, but confess I am developing an interest in semiconductor metrology since it takes me back to my physics and math roots. Even better I get to learn about the state of the art in ultra-pure water for semiconductor applications, an area where resistivity monitors play a role since resistivity… Read More
Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More
Overall revenues came in at Euro6.7B with EPS at Euro4.81, more… Read More
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Is Intel About to Take Flight?