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ASML Too Much Demand Plus Intel and High NA

ASML Too Much Demand Plus Intel and High NA
by Robert Maire on 01-23-2022 at 6:00 am

ASML High NA Intel

Too much demand- A “good” problem-Managing supply & capacity-Intel & Hi NA

-ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage, just… Read More


Forty Four Billion Reasons Why TSMC Remains Dominant

Forty Four Billion Reasons Why TSMC Remains Dominant
by Robert Maire on 01-20-2022 at 6:00 am

Forty Four Billion Reasons Why TSMC Remains Dominant

-Chips for America is better than nothing, but not much
TSMC $40-44B Capex crushes competition (Intel & Samsung)
-Additional efforts other than handouts are necessary
-Could/should TSMC be “adopted” as a US company?

Competition can’t keep up with $40-$44B of Capex

TSMC’s recent announcement… Read More


“Too Big To Fail Two” – Could chip failure take down tech & entire economy?

“Too Big To Fail Two” – Could chip failure take down tech & entire economy?
by Robert Maire on 12-19-2021 at 6:00 am

Semiconductors too big to fail

-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown

It was the best of times, it was the worst of times

We find it an incredible juxtaposition… Read More


Semicon West is Semicon Less

Semicon West is Semicon Less
by Robert Maire on 12-15-2021 at 10:00 am

Semicon West 2021
  • Semicon West was Semicon Less- Less Customers & Vendor
  • Everyone is busy as can be, maybe too busy to attend
  • Those who were there, talk about supply chain issues & stress
  • How long does the party last & where the money comes from?

Semicon West was Semicon Less….

We attended a “Hybrid” version of Semicon… Read More


Supply Chain Breaks Under Strain Causes Miss, Weak Guide, Repairs Needed

Supply Chain Breaks Under Strain Causes Miss, Weak Guide, Repairs Needed
by Robert Maire on 11-21-2021 at 8:00 am

Applied Materials

-AMAT -Supply chain can’t keep up with expanding business
-May be longer term issue which will limit upside
-Being tough on vendors may have come back to bite Applied
-Fixing supply chain will likely take longer than the current cycle

Supply Chain issues come home to roost

Applied Materials missed on both earnings and revenues… Read More


KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat

KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat
by Robert Maire on 11-04-2021 at 8:00 am

KLAC Tencor SemiWiki

KLA- great quarter driven by continued strong foundry/logic
No supply chain hiccups- Riding high in the cycle
Wafer inspection remains driver with rest along for the ride
Financials remain best in industry

A superb quarter
There was little to complain about in the quarter. Revenues of $2.1B and EPS of $4.64, both nicely beating… Read More


Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO

Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO
by Robert Maire on 10-31-2021 at 6:00 am

GF TSMC Intel

“Super” Moore’s Law- 5 nodes in 4 years- Too good to be true?
Gelsinger said “Intel will be advantaged with High NA EUV”
Ponte Vecchio better with “TSMC Inside”
Global Flounders IPO as price drops on public debut

Lets do the time warp again….(apologies to Riff Raff)

Its just … Read More


Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges

Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges
by Robert Maire on 10-27-2021 at 2:00 pm

Pat Gelsinger Triple Spend

Analysts missed all warning signs until Intel spelled it out
12% stock drop shows disconnect and misunderstanding
No quick fix, this is a long term, uncertain problem & solution
Everyone ignored the obvious until it ran them over

A 12% stock drop is fault of investors/analysts not Intel

Whenever a stock drops 12% in one day there… Read More


LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?

LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?
by Robert Maire on 10-24-2021 at 10:00 am

Lam Research Report 2021 SemiWiki

Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess

The yellow caution flag in the Semi race impacts Lam as well

As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More


ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact

ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact
by Robert Maire on 10-24-2021 at 6:00 am

ASML Report 2021

ASML great QTR but supply chain will limit acceleration
Products are most complex with most extensive supply chain
Long term position fantastic but investors will be nervous
300M pushouts in DUV with EUV still on track

Good quarter but yellow caution flag is out for supply chain concerns

ASML reported great revenues of Euro5.2B… Read More