Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Last quarter we said that AMAT got its mojo back and it appears to have even picked up speed going into the end of a strong year.
The display business which had been less than reliable in years past has come up with back to back home runs. Applied is growing both its top and bottom line at well above the sluggish market rates and is clearly… Read More
IMEC is a technology research center located in Belgium that is one of the premier semiconductor research centers in the world today. The IMEC Technology Forum (ITF) is a two-day event attended by approximately 1,000 people to showcase the work done by IMEC and their partners.… Read More
At IEDM IMEC presented “MOCVD In[SUB]1-x[/SUB]Ga[SUB]x[/SUB]As high mobility channel for 3-D NAND Memory” authored by E. Capogreco, J. G. Lisoni, A. Arreghini, A. Subirats, B. Kunert, W. Guo, T. Maurice, C.-L. Tan, R. Degraeve, K. De Meyer, G. Van den bosch, and J. Van Houdt.
On December 15[SUP]th[/SUP] I had the opportunity … Read More
In the first four installments of this series we have examined Moore’s law, described the drivers that have enabled Moore’s law and discussed the specific status and issues around DRAM and logic. In this final installment we will examine NAND Flash.… Read More
The Applied Materials earnings call was last week. As usual I”m not all that interested in the financial details of the quarter and I’m certainly not the person to pick whether the stock is going to go up or down in the immediate future. However, there is always interesting information to be gleaned from the semiconductor… Read More
I spent all of last week at SEMICON West meeting with customers, potential customers, partners and various industry analysts and experts. I was involved in many interesting discussions over the course of the week and I thought I would share some of the more interesting observations:
Alternate Fin Materials Pushed Out
I have for… Read More
