This is the 12th in a series of interviews we will do with executives inside the fabless semiconductor ecosystem. Michael Wishart, efabless Chairman and CEO, retired from Goldman Sachs after thirty years covering the technology industry as an investment banker. Michael is currently on the board of Cypress Semiconductor and … Read More
LRCX AMAT KLAC Update
Applied & Lam will be talking over the next 2 days, investors should/will focus on future growth, AMAT after display uptick & LRCX post the KLAM fail.
It’s no secret that most of the upside surprise in Applied’s recent reports were due to unusually large display orders from an industry even more cyclical than… Read More
Webinar: Improve Security For IoT Edge Devices With Custom SoCs
The only thing hotter than IoT on SemiWiki.com right now is IoT Security. In 2016 we saw a record amount of reported cyber security breaches with compelling consequences (US Presidential Election) and that trend will continue. The most recent DDoS (distributed denial of service) attacks using botnets on insecure IoT devices … Read More
eSilicon Demonstrates Potent Memory IP Evaluation Platform
With memories taking up in some cases over 50% of the area of many ASIC designs, their selection and implementation can affect everything from power and timing to the choice of packaging. As a result, the process of deciding among all the options for ASIC memories becomes time and energy intensive. Memory selection even affects … Read More
CEO Interview: Taher Madraswala of Open-Silicon
Taher Madraswala started his career at Intel designing microprocessors and later overseeing ASIC development before joining Open-Silicon at its inception. During his 25 year semiconductor career Taher has experienced more than 300 tapeouts across a wide variety of applications.
Today Open-Silicon applies an open business… Read More
2016 semiconductor capex highest in 5 years
Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More
Foundry is Majority of KLAC Business!
As we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.
KLA put up numbers well above estimates….Generating… Read More
Foundry CAPEX Jumped from 17% to 37% of LAM Business
Lam- in line qtr but guides above street over near term. As with ASML, foundry is driver with subdued memory, The Math implies biz peaking-Looking for DRAM in 2017.
Lam reported another great, record quarter, more or less in line with expectations with revenues coming in at $1.632B and shipments of $1.708B, generating EPS of $1.81.… Read More
What is the impact of missing the 7NM node with EUV?
ASML reported a quarter that was slightly below expectations coming in at Euro 1.815B in revenues and Euro 0.93 EPS. Orders were a bit soft at Euro 1.4B but well within the normal quarterly variation of a lumpy business. Euro 28M was lost in a currency adjustment associated with the Hermes acquisition.
The guidance for Q4 was between… Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Real men have fabs!