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Last year at Semicon I sat down with Soitec and got an update on the company. You can read my write up from last year here. A key point last year was Soitec was continuing to be profitable and grow after several years of financial struggles.
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I love reading about the amazing progress of autonomous vehicles, like when Audi and their A8 model sedan was the first to reach Level 3 autonomy, closely followed by Tesla at Level 2, although Tesla gets way more media attention here in the US. A friend of mine bought his wife a car that offers adaptive cruise control with auto-braking,… Read More
I’m a fan of getting customer reality checks on advanced design technologies. This is not so much because vendors put the best possible spin on their product capabilities; of course they do (within reason), as does every other company aiming to stay in business. But application by customers on real designs often shows lower performance,… Read More
When it comes to security we’re all outraged at the manifest incompetence of whoever was most recently hacked, leaking personal account details for tens of millions of clients and everyone firmly believes that “they” ought to do better. Yet as a society there’s little evidence beyond our clickbait Pavlovian responses that we’re… Read More
My first meeting with Steve Jobs was in early 1987 when he was running NeXT Computer. I was a VP at AMD and was hunting for potential customers. I visited him in the NeXT Palo Alto facility with the objective of selling him some existing AMD products. He had a different objective: to get me to produce a new product that we had no plans… Read More
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An in line quarter
Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing along a soft… Read More
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ASML High-NA EUV is Not Ready for High-Volume Production