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The Design IP market is doing well, growing at higher CAGR that the semiconductor market it is serving, in fact 10% higher for 2007-2017! You may wonder why this IP market is so business friendly? I will try to answer and propose the top 3 reasons explaining this behavior. To name it: IP business is recurrent, external IP sourcing is… Read More
AMAT reported a more or less in line quarter with revenues of $3.75B and Non-GAAP EPS of $0.81 versus street expectation of $0.79 and revenues of $3.71B. Guidance came in well below the street with revenues expected between $3.33B to $3.63B and Non-GAAP EPS from $0.62 to $0.70 versus expectations of $3.66B and $0.77. The company … Read More
In January 2019, the memory market has been hit with a significant amount of negative news.
During the 1940s when aerospace engineers were attempting to break the sound barrier for the first time, they were confronting a slew of new technical issues that had never been dealt with before, and in some cases never seen before. In subsonic flight airflow was predictable and well understood. In crossing the sound barrier, … Read More
After 8 SemiWiki years, 4,386 published blogs, and more than 25 million blog views, I can tell you that IP is the most read semiconductor topic, absolutely, and that trend continues. Another correlating trend (from IP Nest) is the semiconductor IP revenue increase in relation to the semiconductor market (minus memory) which more… Read More
ASML reported a more or less in line quarter as expected, coming in at EUR3.14B in revenues and EPS of EUR1.87. However, guidance was worse than most analysts were expecting with Q1 revenues expected to be EUR2.1B or down about one third.
This cut is something we have been talking about for a while as we have expected sharp memory CAPEX… Read More
DAC 2019 will take place in Las Vegas (June 2-6) this year before moving back to San Francisco in 2020 and for the next 5 years. Considering the various rumors about merging the conference, or even the end of DAC, this is a very good news! Not only for Design Automation, but, as we will see, for the IP industry.
In fact, if we look at the exhibitor… Read More
TSMC reported an in line quarter, as expected and also reported down Q1 guidance, also as expected. The only thing some investors may have been caught off guard about is the magnitude of the expected drop, 14%, from $9.4B to $7.35B. This is the largest quarter over quarter drop for TSMC in a very long time. Importantly for TSMC, 7NM … Read More
We attended the Needham Growth Conference which is one of the first conferences of the year and in the quiet period before most companies reported so even though there was no “official” comment from most companies on the quarter, the surrounding commentary spoke volumes:
CES 2019 was held this week in Las Vegas and had over 4500 exhibiting companies and over 180,000 attendees. Over 6500 media and industry analysts attended (including yours truly of Semiconductor Intelligence). CES 2019 includes a broader industry than just electronics, which led to the show being renamed CES (previously the … Read More
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Quantum Computing Technologies and Challenges