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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,
-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
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
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 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
On Monday, February 7, 2022, Intel Foundry Services (IFS), made a series of major announcements regarding the RISC-V architecture and ecosystem:
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 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
The premier verification conference and exhibition is coming up and of course Accellera plays an important role. This year DVCON will again be virtual, which is unfortunate, but I must say as a long time attendee this year’s program really stands out. In fact, there is a new addition that is worth mentioning, it’s the… Read More
Silicon Catalyst just announced the addition of six new companies to its semiconductor industry incubator. The focus areas for these companies is worth noting, as is the broad geographic footprint of the group. I’ll get to this detail in a moment, but first I’d like to step back a bit and take a closer look at this remarkable organization… Read More
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