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LRCX down from here – 2023 down more than 20% due to China and Downcycle

LRCX down from here – 2023 down more than 20% due to China and Downcycle
by Robert Maire on 10-27-2022 at 10:00 am

Lam Research USA Chips

-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 reports good quarter but likely peak of current cycle with clear drop

Lam reported revenues of … Read More


Is ASML Immune from China Impact?

Is ASML Immune from China Impact?
by Robert Maire on 10-21-2022 at 10:00 am

ASML China Immunity

-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 proves litho’s place at Apex of semiconductor food chain

ASML announced… Read More


CEO Interview: Aleksandr Timofeev of POLYN Technology

CEO Interview: Aleksandr Timofeev of POLYN Technology
by Daniel Nenni on 10-21-2022 at 6:00 am

2022 AT foto 3

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


Continued Electronics Decline

Continued Electronics Decline
by Bill Jewell on 10-19-2022 at 2:00 pm

Continued electronics decline 2022

Third quarter 2022 data on PC and smartphone shipments shows a continuing year-to-year decline. IDC estimates PC units in 3Q 2022 were down 15% from a year earlier, matching the 2Q 2022 decline. IDC’s September forecast for PC units was a 12.8% decline for the year 2022, which is in line with the latest quarterly data. Canalys estimates… Read More


Chip Train Wreck Worsens

Chip Train Wreck Worsens
by Robert Maire on 10-16-2022 at 4:00 pm

Train Wreck Semiconductors 2022

-Semi Equip go from bad to worse as TSMC cuts capex
-Numbers will be slashed for December quarter
-So far just a handful of exceptions to blockade but temporary
-China’s response could be very ugly

Fast motion train wreck

Just when some people thought that Fridays department of commerce announcement couldn’t get worse,… Read More


VeriSilicon’s AI-ISP Breaks the Limits of Traditional Computer Vision Technologies

VeriSilicon’s AI-ISP Breaks the Limits of Traditional Computer Vision Technologies
by Kalar Rajendiran on 10-13-2022 at 10:00 am

VeriSilicons NPU Offerings

The tremendous growth in edge devices has focused the spotlight on Edge-AI processing for low latency, low power and low-DDR bandwidth compute needs. Many of these Edge-AI applications depend on effective and efficient processing of image and video streams which in turn relies on computer vision technology. In early September,… Read More


Semiconductor China Syndrome Meltdown and Mayhem

Semiconductor China Syndrome Meltdown and Mayhem
by Robert Maire on 10-13-2022 at 6:00 am

The China Syndrome

-Commerce Dept drops a 100 page nuke on the Semi industry
-Many words but not a lot of clarity on exact impact
-Implementation & interpretation will be key to quantify impact
-It’s all bad, just a question of how bad

China is the industry’s biggest customer

We all know that China uses most of the world’s semiconductors… Read More


Micron and Memory – Slamming on brakes after going off the cliff without skidmarks

Micron and Memory – Slamming on brakes after going off the cliff without skidmarks
by Robert Maire on 10-03-2022 at 10:00 am

Wiley Coyote Semiconductor Crash 2022 1

-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important

Micron hitting the brakes after memory market already impacts

Micron capped off an otherwise… Read More


Enjoy the Super-Cycle it’ll Crash in 2023!

Enjoy the Super-Cycle it’ll Crash in 2023!
by Malcolm Penn on 09-23-2022 at 6:00 am

Semiconductor Crash 2022

At our January 2021 industry update webinar, 20 months ago, we forecast “There’s no tight capacity relief before 2022 at the earliest” whilst simultaneously cautioning “Enjoy the super-cycle … it’ll crash in 2023!”  At the time, we were dismissed as being ‘ever optimistic’ for the first prognosis and ‘losing the plot’ for the … Read More


Semiconductor Decline in 2023

Semiconductor Decline in 2023
by Bill Jewell on 09-22-2022 at 8:00 am

Semiconductor MArket Forecast 2022 1

The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More