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KLAC Solid QTR and Guide With No China Worries

KLAC Solid QTR and Guide With No China Worries
by Robert Maire on 08-09-2020 at 8:00 am

Robert Maire

KLA reports excellent June & Better Sept Guide-
Orbotech Diversification Helps provide growth-
Mix is perfect-China working fine-
Foundry is solid-

Solid execution and Financials
KLAC reported $1.46B in revenues and $2.73 Non GAAP with gross margins of 60.3%. That is versus expectations of $1.42B and EPS of $2.41…a… Read More


LRCX Strong Beat and Guide

LRCX Strong Beat and Guide
by Robert Maire on 08-02-2020 at 6:00 am

Robert Maire

Lam reported strong beat & guide, memory returns-
China trade and Covid impact near zero-
Looking at a strong H2 with WFE in mid $50B+-

Back on Cruise Control

Lam reported a great quarter, easily beating expectations coming in at $2.79B and $4.78 in non GAAP EPS-
Guide is for $3.1B +-$200M and EPS of $5.06+-$0.40-
Margins and all… Read More


Intel 7NM Slip Causes Reassessment of Fab Model

Intel 7NM Slip Causes Reassessment of Fab Model
by Robert Maire on 07-23-2020 at 5:00 pm

Intel vs TSMC

Waving white surrender flag as TSMC dominates-
The quarter was a success but the patient is dying-
Packaging now critical as Moore progress stumbles-
Intel reported a great quarter but weak H2 guidance-
But 7NM slip and “fab lite” talk sends shockwaves-

Intel reported a great quarter beating numbers all around with… Read More


ASML More Covid Concerns and Impact

ASML More Covid Concerns and Impact
by Robert Maire on 07-19-2020 at 6:00 am

ASML Covid
  • Covid related Revenue Rec causes rev/EPS miss
  • Sharp order drop reflects H2 industry uncertainty
  • EUV remains solid- Memory/Logic mix is better

Results were in line after correcting Covid Caused Revenue Rec issue-
ASML reported revenues of Euro3.3B and EPS of Euro1.79 as revenues from two EUV systems was not recognized, due to … Read More


Apple’s silicon switch changes game & balance 

Apple’s silicon switch changes game & balance 
by Robert Maire on 06-24-2020 at 10:00 am

Intel Apple Silicon

Will/should others follow?
TSMC vs Intel impact?
Moving Apple’s supply chain further overseas

Apples move to self served silicon was no surprise…..
It has been speculated for years and we have talked about it many times.  It makes more sense for Apple to have silicon, custom designed for their applications and products… Read More


TSMC pushes out equip purchases – SIA and SEMI ask for government help

TSMC pushes out equip purchases – SIA and SEMI ask for government help
by Robert Maire on 06-01-2020 at 9:00 am

TSMC China

TSMC pushing out equipment purchases
Covid/China trickles down to chip industry
SIA and SEMI ask for financial/govt help to keep up
The beginning of another down cycle?

We have heard from a number of sources that TSMC has started to push out equipment orders as concerns grow about the second half of the year.

Right now is the most logical… Read More


TSMC stops doing business with Huawei!

TSMC stops doing business with Huawei!
by Robert Maire on 05-18-2020 at 9:30 am

China Semiconductor Ban Huawei

Hours after agreeing to build a fab in US TSMC will stop selling to Huawei- Repercussions will reverberate through all tech: Semis, semi equip, chip customers, all collateral damage.

It has been reported by Nikkei and other sources that TSMC has stopped taking orders from Huawei in order to comply with US export controls.

HUAWEIRead More


Our US chip foundry comments confirmed by WSJ

Our US chip foundry comments confirmed by WSJ
by Robert Maire on 05-11-2020 at 10:00 am

Trump Intel TSMC China TAiwan

-Could GloFo come back?
-TSMC or Intel or both or neither?
-Samsung would be a long shot?
-Perhaps Apple could convince TSMC?

The Wall Street Journal put out an article that detailed what we had indicated in our newsletter 10 days ago, that the US government is looking at getting a US based foundry to protect our interests given our … Read More


KLA – Keep Looking Ahead because we don’t know the future of China & Covid

KLA – Keep Looking Ahead because we don’t know the future of China & Covid
by Robert Maire on 05-11-2020 at 6:00 am

KLAC Covid SemiWiki

-Great quarter & execution with minimal Covid impact
-Wide guide is better than no guide as future is very fuzzy
-Feels like slightly down H2 W/ unknown embargo impact

KLA is virtually unscathed by Covid for now at least
KLA put up a very solid quarter with revenues of $1.424B and Non GAAP EPS of $2.47 versus street of $1.39B and … Read More


Is Chip Embargo aimed at China, Huawei, TSMC or all three?

Is Chip Embargo aimed at China, Huawei, TSMC or all three?
by Robert Maire on 05-03-2020 at 10:00 am

China Semiconductor Trump SemiWiki

Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?

Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More