SILVACO 073125 Webinar 800x100
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Intel’s Investor Day – Nothing New

Intel’s Investor Day – Nothing New
by Doug O'Laughlin on 02-27-2022 at 6:00 am

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Intel’s big investor day was anything but big. The stock reacted poorly, down 5% on a day that was a widespread sell-off anyways.

I want to briefly summarize what matters for the stock. There was very little incremental news to the technology roadmap, and the financial outlook was underwhelming, to say the least.

The revenue guide… Read More


Intel 2022 Investor Meeting

Intel 2022 Investor Meeting
by Scotten Jones on 02-21-2022 at 6:00 am

Figure 1 Process Innovations

Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.

Technology Development presented by Ann Kelleher

Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More


Semiconductor Earnings Roundup

Semiconductor Earnings Roundup
by Doug O'Laughlin on 02-20-2022 at 10:00 am

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ON, ACLS, RMBS, AOSL, CAMT, ICHR, ONTO, SUMCO, and more!

SUMCO was the best call I read this quarter. There were many great bits of information but I want to start with the stat that really shocked me.

First of all, with regard to the LTAs out to 2026 and whether we did make progress in the last 3 months, that is correct. In the last 3 months,

Read More

AMAT – Supply Constraints continue & Backlog Builds- Almost sold out for 2022

AMAT – Supply Constraints continue & Backlog Builds- Almost sold out for 2022
by Robert Maire on 02-20-2022 at 6:00 am

Applied Materials

-Production constraints push backlog up $1.3B to $8B
-Looks like $100B in WFE 2022 VS $80B in 2021
-Almost sold out for 2022- Could lead to continued growth 2023
-Insp/metrology up 68% Y/Y- Expect steady growth in 2022

Can’t keep up with demand….

Revenue came in at $6.27B and NonGAAP EPS of $1.89. A very slight beat of … Read More


Tower Semi Buyout Tips Intel’s Hand

Tower Semi Buyout Tips Intel’s Hand
by Doug O'Laughlin on 02-17-2022 at 2:00 pm

Tower Semiconductor Fabs 2022

The rationale behind the Tower Semi acquisition and things to watch out for at Intel’s investor day.

Intel bids for Tower Semi
First I have to quote myself because Tower was an error of omission. In November in a piece that was likely too long for its own good, I mentioned that trailing edge fabs are in a huge position of strength… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More


Intel buys Tower – Best way to become foundry is to buy one

Intel buys Tower – Best way to become foundry is to buy one
by Robert Maire on 02-15-2022 at 10:00 am

Intel Tower Semiconductor Acquisition

-Intel jumpstarts foundry model with Tower semi buy @$54B Gets complementary tech to round out offerings
-Approval based on satisfying China’s needs as well
-Margin concerns overblown- Will it be allowed to flourish?

Intel pays up to get foundry and technology….

Intel announced a $5.4B acquisition of Tower Semiconductor… Read More


Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops

Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops
by Richard Wawrzyniak on 02-14-2022 at 6:00 am

Intel Foundry Ecosystem

On Monday, February 7, 2022, Intel Foundry Services (IFS), made a series of major announcements regarding the RISC-V architecture and ecosystem:

  • Intel will be joining the RISC-V International association with a Premier Membership, and Bob Brennan, Vice President of Customer Solutions Engineering for Intel Foundry Services,
Read More

The Rising Tide of Semiconductor Cost

The Rising Tide of Semiconductor Cost
by Doug O'Laughlin on 02-13-2022 at 6:00 am

Moores Law Slowing Down

It Isn’t Transistory

There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry are fraying, undoing assumptions that we took for granted, that was pounded into us in school. The irreproachable Moore’s Law, that exponential progress will make things cheaper, better,… Read More


The Roots Of Silicon Valley

The Roots Of Silicon Valley
by Malcolm Penn on 02-09-2022 at 6:00 am

The Roots of Silicon Valley

 

The transistor was successfully demonstrated on December 23, 1947, at Bell Laboratories in Murray Hill, New Jersey, the research arm of American Telephone and Telegraph (AT&T).  The three individuals credited with its invention were William (Bill) Shockley Jr., the department head and group leader, John Bardeen… Read More