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Connecting the Divide between Design and Manufacturing is an overarching theme within the ESD Alliance as these two essential semiconductor disciples become more reliant on each other. It’s also the reason we’re hosting SMART Design, the first system-centric series showcasing advances in electronic system design to be held… Read More
LAM will likely bounce on Korea gains & TSMC
Memory still sucks but TSMC is hot!
Korea upside from share gains?
Japan/Korea – The “Beer Barometer”
Looks like a good Q3….
We think when Lam reports their Q3 this wednesday it will likely be a positive catalyst for the stock as we think the report will be better… Read More
ASML in line QTR with big Orders
Near term slippage w long term upside
Logic is strong but memory recovery unknown
EUV is finally a reality/commercialized
In line quarter- supplier slippage expected in Q4
Results were revenues of Euro 3B and EPS of Euro 1.49, more or less in line with earnings estimate if a tad bit light in revenue. … Read More
TSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!
In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More
eSilicon recently released a paper detailing its experiences and its thoughts on the future of chiplets. The author of the white paper is Dr. Carlos Macián. I have also covered a presentation given by Carlos recently at the AI Hardware Summit, and he is well-spoken and quite knowledgeable. To get the white paper, go to the eSilicon… Read More
Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More
I mentioned some time ago (a DVCon or two ago) that Accellera had started working on a standard to quantify IP security. At the time I talked about some of the challenges in the task but nevertheless applauded the effort. You’ve got to start somewhere and some way to quantify this is better than none, as long as it doesn’t deliver misleading… Read More
Results ahead of expectation but guide behind expectation
Quarterly results were slightly better than street expectations at $0.56 EPS and $4.87B in revenues however … Read More
I recently had the pleasure of attending the AI Hardware Summit at the Computer History Museum in Mountain View, CA. This two-day conference brought together many companies involved in building artificial intelligence solutions. Though the focus was on building the hardware for this area, there was naturally much discussion… Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
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Real men have fabs!