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The KLA deal died due to fox guarding the hen house.
Fox can’t guard Hen House…
In an industry where there are relatively few widget makers and only one, very dominant, widget inspector, the thought of one of the widget makers buying the most crucial widget inspector obviously would be anti-competitive. Not only would… Read More
As we had been suggesting the merger deal between KLAC and LRCX has failed. It obviously ran into too many complications, costs or other issues to continue. Unlike the Applied TEL deal which went on for a staggering 18 months before calling it quits in this case 12 months was enough to figure out it wasn’t getting done.
In our … Read More
The odds of deal completion has fallen to low levels. Whats the fallout on the companies and stocks? Is there life after a failed merger?
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My first job out of college was with Intel, located in Aloha, Oregon and I did circuit simulations using a proprietary SPICE circuit simulator called ASPEC that was maintained in-house. While doing some circuit simulations one day I noticed that an internal node in one of my circuits was gradually getting higher and higher, even… Read More
Translated and adapted from an article by Jaime Poniachik
The novel Flatland was written en 1884 by Edwin A. Abbot. This novel describes a fantastic, two-dimensional, flat world. Hence the name of the novel. This world has living beings. They have only two dimensions and they move in a plane which they cannot abandon.
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There’s been a lot of betrayal in the automotive industry over the past few years. Consumers have been betrayed by car makers that failed to identify, report or anticipate problems or that deliberately misled their customers. But no betrayal was deeper than that of Takata and the ongoing airbag recall effort. And Takata’s… Read More
Parking meters, information signs, CCTV, traffic signals – almost everywhere that you look in a modern city, there’s a microchip embedded device, connecting to what has now become known as the all-encompassing Internet of Things. Although we often overlook the fact, cities are, in essence, huge and complex businesses. Cities… Read More
At first glance a processor conference might seem a bit arcane, however we live in an era where processors are ubiquitous. There is hardly any aspect of our lives that they do not touch in some way. Last week at the Linley Processor Conference the topics included deep learning, autonomous driving, energy, manufacturing, smart cities,… Read More
Another report today of a Samsung Galaxy Note 7 catching fire, this time an allegedly refurbished unit, takes us back to the turning point in Samsung mobile phone history. It’s not the first time a defective Samsung phone – or a pile of thousands of them – has been on fire.
Samsung Chairman Lee Kun-Hee issued a powerful edict to his mobile… Read More
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The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival