Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in … Read More
KLAC accelerates business into Q4 and where are we on the KLAM deal?
While no one was really paying attention, and the company didn’t have an earnings call anyway, KLAC put up a strong beat. Revenues came in at $919M versus street of $842M and EPS came in at $1.77 easily beating $1.42 street.
However this was at the expense of the September quarter as it appears that business in the September quarter… Read More
efabless SemiWiki FAQ
The first post on efabless generated some interesting questions that I will re-post here. Again, crowdsourcing is an iterative process so your help is greatly appreciated:
Please forgive me my ignorance, but what is the difference between efabless and ChipEstimate?… Read More
efabless: Think GitHub for ICs and IP
For those of you who don’t know, GitHub is the crowdsourcing version of the defacto industry standard GIT source code management software. Currently, more than 14 million people have deposited more than 35 million software projects (mostly open-source) on GitHub making it the largest host of source code in the world.
Now think… Read More
Coming Up Next: ARM IoT ASICs!
The History of ASICs is well documented in our book “Fabless: The Transformation of the Semiconductor Industry” which illustrates the earliest forms of design start driven collaboration. The history of ARM is well documented in our book “Mobile Unleashed” which illustrates an entire company culture based on design start driven… Read More
Brexit impact on semiconductors
On July 1, Daniel Nenni posted his thoughts on the impact of Brexit (the vote by the UK to leave the European Union) on semiconductors. In general I agree with his points. Below is my take on the issue.
The long term impact of Brexit is uncertain. The UK will likely negotiate a trade agreement with the EU which includes free trade between… Read More
IMEC-Horizontal Nanowires for 5nm at the VLSI Technology Symposium
At the VLSI Technology Symposium, IMEC presented a paper entitled “Gate-All-Around MOSFETs based on Vertically Stacked Horizontal Si Nanowires in a Replacement Metal Gate Process on Bulk Silicon Wafers”. I have wanted to blog about this paper since the symposium was held but also wanted to tie it in with an interview… Read More
When will Intel strike back?
Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More
SEMICON West 2016 Preview
Next week is SEMICON West and I plan to be there all week. SEMICON West is a great opportunity to see the latest in equipment and materials on the show floor, to attend all the talks and receptions and to meet with various industry experts.… Read More
Semiconductor is Definitely NOT Business as Usual!
Next week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so stay tuned. If… Read More
An Insight into Building Quantum Computers