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2018 Semiconductor Forecasts Revised Up

2018 Semiconductor Forecasts Revised Up
by Bill Jewell on 06-14-2018 at 12:00 pm

Forecasts for 2018 semiconductor market growth have been revised upward from earlier in the year. In January to February 2018, projections ranged from 5.9% from Mike Cowan to our 12% at Semiconductor Intelligence. Forecasts released in March to June range from Gartner’s 11.8% to our 16%. The latest forecasts average an increase… Read More


Are memory makers colluding against China?

Are memory makers colluding against China?
by Robert Maire on 06-07-2018 at 12:00 pm

Maybe OMEC is the new OPEC? A bargaining chip in June trade show down?

China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time. Much longer … Read More


Being Intelligent about AI ASICs

Being Intelligent about AI ASICs
by Tom Simon on 06-06-2018 at 12:00 pm

The progression from CPU to GPU, FPGA and then ASIC affords an increase in throughput and performance, but comes at the price of decreasing flexibility and generality. Like most new areas of endeavor in computing, artificial intelligence (AI) began with implementations based on CPU’s and software. And, as have so many other applications,… Read More


Webinar: Custom SoCs for Narrowband IoT

Webinar: Custom SoCs for Narrowband IoT
by Daniel Nenni on 05-30-2018 at 7:00 am

This joint CEVA and Open-Silicon webinar, moderated by myself, will elaborate on Narrowband IoT (NB-IoT) custom SoC solutions that are based on the CEVA-Dragonfly IP subsystem, and serve a wide range of cost- and power-sensitive IoT applications. Those joining the webinar will learn about the CEVA-Dragonfly NB1 IP subsystem,… Read More


China Chips Taiwan and Technology

China Chips Taiwan and Technology
by Robert Maire on 05-28-2018 at 12:00 pm

Three critical China issues; Trade, Taiwan & Technology. China is a “double edge sword” of risk & opportunity. These issues greatly impact stock valuations. We have recently given a presentation at both the SEMI ASMC conference in Saratoga Springs and The Confab conference in Las Vegas. Both conferences… Read More


China Semiconductor Equipment China Sales at Risk

China Semiconductor Equipment China Sales at Risk
by Robert Maire on 05-27-2018 at 7:00 am

We have been on a roller coaster ride of on again off again trade talk between China and the US. It is unclear where we are on a day by day basis but of late it appears that we are not seeing a lot of progress and some progress we thought we had made may not have actually happened.… Read More


Webinar: RISC-V IoT Security IP

Webinar: RISC-V IoT Security IP
by Daniel Nenni on 05-23-2018 at 7:00 am

Disruptive technology and disruptive business models are the lifeblood of the semiconductor industry. My first disruptive experience was with Artisan Components in 1998. The semiconductor industry started cutting IP groups which resulted in a bubble of start-up IP companies including Artisan, Virage Logic, Aspec Technologies,… Read More


Chip Equipment where to from here?

Chip Equipment where to from here?
by Robert Maire on 05-20-2018 at 12:00 pm

We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?

It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.

However its not like business … Read More


AMAT has OK Q2 but Q3 flat to down

AMAT has OK Q2 but Q3 flat to down
by Robert Maire on 05-20-2018 at 7:00 am

“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.

However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance was for … Read More


ZTE Caving shows China Trade Tirade is Hollow

ZTE Caving shows China Trade Tirade is Hollow
by Robert Maire on 05-18-2018 at 7:00 am

We have been watching the ZTE saga play out on the public stage as we think it is an extremely important leading example of how the administration will truly act. As we all know, actions speak louder than words, and in the case of ZTE our words said one thing and our actions said something else. We need to analyze what the actions really… Read More