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The semiconductor industry growth is increasing exponentially with high speed circuits, low power design requirements because of updated and new technology like IOT, Networking chips, AI, Robotics etc.
In lower technology nodes the timing closure becomes a major challenge due to the increase in on-chip variation effect and… Read More
In the early stages of the global COVID-19 pandemic, most forecasters expected the semiconductor market to decline in 2020, including our May Semiconductor Intelligence projection of a 6% drop. However, the semiconductor market has shown surprising strength so far this year. WSTS reported the 2Q 2020 semiconductor market … Read More
Did you know you can save 30% to 60% power without spending a fortune on a process migration? There is a better way than moving to deeply scaled nodes for power. Read on…
Have you heard of AGGIOS? You will. The name stands for AGGregated IO Systems, and a team of ex ARM and Qualcomm engineers are re-inventing power management. I’ll explain… Read More
While Alchip is speeding its way down the TSMC process technology roadmap I am reminded how important services are to the semiconductor ecosystem. We can thank ASIC companies like Alchip for the heavy investment systems companies have made into semiconductors. We covered this in our book “Fabless: The Transformation of the Semiconductor… Read More
At SEMICON West, Applied Materials announced a new selective gap fill tool to address the growing resistance issues in interconnect at small dimensions. I had the opportunity to discuss this new tool and the applications for it with Zhebo Chen global product manager in the Metal Deposition Products group at Applied Materials.… Read More
Higher Foundry/logic exposure helps-
Little or no Covid or China trade impact-
Nice quarter but even better guide-
Applied reported revenues of $4.4B and NonGAAP EPS of $1.06, nicely above street estimates of $4.2B and $0.95 in EPS. Guidance is for revenues $4.6B +-$200M and EPS of $1.17+- $0.06, versus current expectations of… Read More
With this post, we welcome NetApp to the SemiWiki family. NetApp was founded in 1992 with a focus on data storage solutions. Initial market segments were high-performance computing (HPC) and EDA and their first customers were EDA and semiconductor companies. NetApp has become a primary force in on-premise data management for… Read More
KLA reports excellent June & Better Sept Guide-
Orbotech Diversification Helps provide growth-
Mix is perfect-China working fine-
Foundry is solid-
Solid execution and Financials
KLAC reported $1.46B in revenues and $2.73 Non GAAP with gross margins of 60.3%. That is versus expectations of $1.42B and EPS of $2.41…a… Read More
An exceptional customer experience starts before the sale. Successful companies realize it never ends. Dedicated post-sales support and a robust ecosystem for aftermarket product extensions are ingredients that tend to delight the customer. These comments are relevant in the consumer sector, but they apply to high tech as… Read More
Lam reported strong beat & guide, memory returns-
China trade and Covid impact near zero-
Looking at a strong H2 with WFE in mid $50B+-
Lam reported a great quarter, easily beating expectations coming in at $2.79B and $4.78 in non GAAP EPS-
Guide is for $3.1B +-$200M and EPS of $5.06+-$0.40-
Margins and all… Read More
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Selling the Forges of the Future: U.S. Report Exposes China’s Reliance on Western Chip Tools