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Semiconductor equipment vendor ranking, which didn’t change much between 2016 and 2017, is undergoing a makeover, as Lam Research, ASML, and Tokyo Electron (TEL) are switching places and top-ranked Applied Materials is getting closer to losing its number one ranking.
Since the 1990s, Applied Materials has been the market leader… Read More
In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More
At the recent trade talks in South America, the US and China both kicked the can down the road as neither one were obviously willing to do a deal nor had done any background work to get a deal done. Instead we have a bunch of empty promises and vague and conflicting descriptions of what was not really even agreed to.
Essentially worthless… Read More
Semiconductor IP is one of the more exciting and most viewed topics we cover on SemiWiki, it has been that way since we began in 2011 and that trend will continue indefinitely, my opinion.
Semiconductor IP: Total Blogs: 640: Total Views: 3253751: Average: 5084
Based on the design starts we track, Cloud Computing is a leading semiconductor… Read More
The 21[SUP]st[/SUP] IP-SoC Days conference will be held in Grenoble, France, on December 5-6, 2018. IP-SoC is now the unique IP centric conference, with presentations reflecting the complete IP ecosystem: IP suppliers and foundries, external IP or internal reuse managers. Look at the program, you will see the hot topics covered… Read More
Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More
Applied Materials reported a just “in line” quarter but guidance was well below street expectation. AMAT reported EPS of $0.97 and revenues of $4.01B versus street of $0.97 and $4B. Guidance missed the mark by a wide margin with revs of $3.56 to $3.86 and EPS of $0.75 to $0.83 versus already reduced street expectations… Read More
A quality standard that stays static and is not itself targeted for continuous improvement, is a standard that is breaking one of the first tenets of quality. This is why the ISO 9001 specification has been updated several times since its introduction in 1987. The first version was fairly modest. The most recent version was released… Read More
Customer Case Study
digitalSTROM develops smart home automation solutions providing users with superior comfort and a whole new style of living. Based on proprietary ASIC and software, digitalSTROM’s solutions connect electrical household appliances through existing power lines and enable an intelligent home via light… Read More
Things are going quite well in the Valley, ESPECIALLY if traffic is any indication. I still remember the BUST with the empty office buildings and light traffic, back in the early 2000’s…while I wish for traffic like that always, I certainly prefer the busy times, guess you cannot have it all. The more traffic, the more jobs; they invariably… Read More
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Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea