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Very solid quarter driven by foundry/logic
AMAT reported a very solid quarter, beating the top end of guidance with foundry and logic being the primary drivers of spend. Revenues were $4.16B and EPS of $0.98 non-GAAP versus street of $4.11B and $0.93 EPS.
Guide not too wide… – $300M “Corona Cut”
More importantly,… Read More
In a week where the new coronavirus and it’s impact has dominated the news, here is my weekly summary of the key semiconductor and technology news from around the world that you should know but may have missed.
The new coronavirus in China and worldwide is already causing an impact for the electronics supply chain, potentially affecting… Read More
KLAC reported revenues of $1.509B and EPS of $2.66 NonGAAP versus street of $1.48B and $2.58. Foundry (TSMC) was obviously the big driver of the quarter and into 2020 as well. Memory remains subdued… Read More
Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More
This week the Coronavirus has been escalated to a Global Health Emergency status by the WHO, China extended the Chinese New Year shutdown to 9th February and many companies have implemented a travel ban on business travel to/from China or Asia as well as implementing other business continuity procedures. The last crisis in 2003… Read More
Our friends at Threshold Systems have a new class that may be of interest to you. It’s an updated version of the Advanced CMOS Technology class held last May. As part of the previous class we did a five part series on The Evolution of the Extension Implant which you can see on the Threshold Systems SemiWiki landing page HERE. And… Read More
Happy Chinese New Year. Let’s hope the Year of the Rat brings a recovery for the semiconductor industry. The initial signs are all good with many positive indications in the news this week, but let’s hope the Wuhan coronavirus doesn’t derail the recovery by becoming a global emergency. To all those based in China stay safe … Read More
ASML reported sales of 4B Euros and a nice gross margin of 48% resulting in 2.70 Euros per share in earnings. Orders came in at 2.4B
Imec is one of the premier semiconductor research organizations and at IEDM they presented dozens of papers. I had the opportunity to see several of the papers presented and interview 3 of Imec’s researchers.
Jan Van Houdt, DMTS ferroelectric and exploratory memory
I have had very interesting discussions with Imec researchers… Read More
Samsung is warming up and spending again
Samsung gave its preliminary report for Q4 and it was well better than prior muted expectations. It doesn’t take long for Samsung’s business units to respond to business trends in either direction and we have already heard of increased spending plans on the part of Samsung.… Read More
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Real men have fabs!