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ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?

ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?
by Robert Maire on 10-20-2019 at 6:00 am

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 – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution

TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution
by Robert Maire on 10-19-2019 at 6:00 am

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 White Paper on Chiplets – Good Read

eSilicon White Paper on Chiplets – Good Read
by Randy Smith on 10-17-2019 at 10:00 am

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 eSiliconRead More


Comparing Applied Materials with Lam Research

Comparing Applied Materials with Lam Research
by Robert Castellano on 10-13-2019 at 8:00 am

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


Accellera IP Security Standard: A Start

Accellera IP Security Standard: A Start
by Bernard Murphy on 10-10-2019 at 5:00 am

IPSA Workflow

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


Micron Mired in Murky Memory Market – Cutting Capex 30%- 2020 Challenging

Micron Mired in Murky Memory Market – Cutting Capex 30%- 2020 Challenging
by Daniel Nenni on 09-29-2019 at 10:00 am

  • Solid Quarter but soft Outlook
  • Recovery Slow- Future Cost Downs Harder
  • Demand slightly ahead of supply-Shelf Stuffed?
  • Bouncing along the Bottom of the Cycle

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


AI Hardware Summit, Report #1: Doing More to Cost Less

AI Hardware Summit, Report #1: Doing More to Cost Less
by Randy Smith on 09-26-2019 at 10:00 am

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


Semiconductors back to growth in 2020

Semiconductors back to growth in 2020
by Bill Jewell on 09-24-2019 at 11:30 am

Semiconductor market forecasts 2019 to 2021

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


Is Samsung having problems with 7NM? Do long lines at TSMC prove that?

Is Samsung having problems with 7NM? Do long lines at TSMC prove that?
by Robert Maire on 09-19-2019 at 2:00 pm

Reports of increasing TSMC 7NM lead times
There have been a number of increasing media reports about lengthening leads times for TSMC 7NM process. From what we have been able to determine its not due to TSMC having a yield bust or other production issues, it is simply one of stronger than expected demand.

There have been reports of … Read More


The Korea/Japan trade war benefits US more than US/China hurts US

The Korea/Japan trade war benefits US more than US/China hurts US
by Robert Maire on 09-18-2019 at 10:00 am

Investors underestimate Japan/Korea trade war, US chip equip companies get collateral benefit, Long term share shifts in China & Korea, Creates near term upside for US companies, Memory Chip Price “Mirage”.
The lesser known trade war
While the market and the news has been pre-occupied with the ongoing soap
Read More