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An in line quarter
Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing along a soft… Read More
On our recent Asian tour, Hong Kong was our last leg, arriving this past Friday and departing Monday, the day the airport stood still. We were on a 2:20PM flight out of Hong Kong back to the states which was one of the last flights to leave before the airport was shut down. Much like the China trade issue, the Hong Kong problem looks to be… Read More
In early May of this year, eSilicon announced the tape-out of a test chip which included the latest additions to its neuASIC™ IP platform. At the upcoming Hot Chips Symposium to be held at Stanford on August 19 and 20, 2019, eSilicon will be demonstrating the software component of this AI-enabling IP platform. At the event, eSilicon… Read More
Unless you are new to SemiWiki you should be familiar with Scotten Jones, founder of IC Knowledge, semiconductor process expert, and blogger extraordinaire. Scott joined SemiWiki in 2014 and has been blogging ever since with 130 posted thus far.
Scott’s, company, IC Knowledge LLC, is the world leader in cost modeling of… Read More
Watching the boats go by in Shanghai-
As I write this note I happen to be looking out my hotel window over the Bund onto the brightly lit party boats cruising the Huangpu river that meanders through Shanghai. All is well here in China and the parties on the boats with millions of LEDs go on……
The view from China is that the… Read More
Nice house in a neighborhood in decline
Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.
Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut more or less in … Read More
On July 9, 2019, I attended the TechTALK session hosted by Dave Kelf of Breker Systems, Inc. titled, “Applied AI in Design-to-Manufacturing.” I was happy to hear what Dave had put together for this since it is a topic I am keenly interested in and because I have known Dave personally through music and charitable activities we have … Read More
I recently watched a webinar given by eSilicon about its project to enhance its licensable solution for 56 and 112 Gigabit per second PAM4 & NRZ DSP-based SerDes family in 7nm. I am sure it was complicated enough to coordinate a webinar with a host, a moderator, and three different technical presenters – however when we are talking… Read More
A “Logic Lead” recovery confirmed- Memory still mired, 3400C = “Third times a charm”. EUV finally accelerates as all ducks now in a row.
ASML posted a good quarter with great orders and capped off with a strong outlook for the current quarter. Logic demand is sparking a recovery while memory remains essentially… Read More
Tuesday July 9th was the first day the show floor was open at Semicon. The following is a summary of some announcements I attended and general observations.
AMAT Announcement
My day started with an Applied Materials (AMAT) briefing for press and analysts where they announced “the most sophisticated system they have ever released”.… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet