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-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?
When Micron first announced… Read More
-AMAT put up good numbers despite slowing cycle
-Growing backlog will help them manage declining orders
-Parts shortages still haunt but improving for 2-4 more quarters
-2023 will be down- too early to tell how much- 2024 who knows
Applied put up revenue of $6.7B and EPS of $2.03 versus … Read More
The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More
I just got this notice from my good friend and fellow sailor Rich Curtin. The Silicon Catalyst events are the best open networking events in Silicon Valley, absolutely. And this one includes another good friend Wally Rhines, the most interesting man in semiconductors, so you don’t want to miss this. The live event will definitely… Read More
The advancements in deep submicron technology and adding multiple functionalities to reduce costs combined with scaling existing operations means that SoC designs become ever more complex. The biggest driving factors to go below the 16nm process node are the decrease in power and the increase in performance … Read More
Area selective processing (ASP) is assuming ever greater importance in semiconductor fabrication. ASP involves deposition and removal of materials at the molecular level¾10 nm or less. Key applications of ASP include self-aligned contacts and fully self-aligned vias (FSAVs), scaling boosters that are essential to continue… Read More
-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA
Revenues were $2.7B with EPS of $7.06 versus street… Read More
-Lam reports good quarter that is high water mark for cycle
-2023 WFE to be down more than 20%- Cuts spending & Hiring
-If we back out deferred rev outlook would be down for Dec
-Memory already Down & China down $2-$2.5B in 2023
Lam reported revenues of … Read More
-ASML has great QTR & Outlook & Huge Euro8.9B orders
-Relatively immune from China due to mainly non leading edge
-Monster Euro38B backlog – 60EUV & 375DUV systems in 2023
-5% China risk to 2023- still mainly supply constrained
ASML announced… Read More
Aleksandr Timofeev is CEO and Founder of POLYN Technology, an innovative provider of ultra-low-power high-performance NASP (Neuromorphic Analog Signal Processing) technology. Alexander is a serial entrepreneur with more than 20 years in the high-tech industry. Prior POLYN, he founded iGlass Technology, a company that … Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet