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Intel reports slight Beat & In line guide Focus is on slowing server group & lower GM
Capex cut $10B to $9.5B implies no hurry on 10nm. Intel reported a slight beat coming in at $0.74 on $14.9B of revenues versus analysts at $0.63 on $14.8B - Gross Margins were 64.3%. The stock sold off after...
The long suffering of the weakest player in the semiconductor equipment space is over as it is bought by a Chinese investment firm. The current downturn finally killed Mattson after a long decline that started way back in 2000 after many years of losses and burning cash...
Too small to...
As we get ready for thanksgiving, we gave thought to possible next steps in the game of musical chairs and merger mania that is infecting the entire semiconductor industry.....
Will someone dare to step over that line in the sand between front and back end companies in the semi...
The fact that is wasn't worse means that it was OK
No Surprises - Like the rest of the industry just finished reporting , Applied reported a more or less In Line Quarter and guided down
In Line report, lowering guidance...
Net sales were $2.37B down 5% sequentially and just shy of...
We think that while KLAC is great for Lam and a great fit much like Lam/ Novellus before it, could others need/want it more?
Nobody wants to be left standing alone at the high school dance and KLAC could be anyone's partner
KLAC and Lam have been dating and flirting for a while....
Its...
Not much that AMAT can add that we don't already know -Things Still Suck
We will likely hear AMAT report in line and guide down (just like everyone else....)
The real question is how deep and long the downturn...
So far this quarter has been like groundhog day with a parade of...
Revenues of NT$212.5B EPS of NT$75.3B- Guides NT$201-204B- Inventories up
Given the current inventory that exists in the market coupled with demand patterns and previous guidance by TSMC, the company reported more or less in line with expectation.The environment suggests we will not see a...
Imagine that a few years ago HP announced it was developing a new ultra high resolution printer capable of printing 1500 pages an hour with resolution of 10K dots per inch resolution. Imagine that the printer has been delayed and plagued by technology development issues, with slow progress being...
