LRCX – Great QTR and guide but gathering China storm

LRCX – Great QTR and guide but gathering China storm
by Robert Maire on 08-04-2022 at 10:00 am

Lam Research Headquarters

-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view

Numbers are great

Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More


SEMICON West 2022 and the Imec Roadmap

SEMICON West 2022 and the Imec Roadmap
by Scotten Jones on 08-03-2022 at 10:00 am

ITFUSA2022 LucVandenhove Page 093

SEMICON West 2022 was held from July 12th to 14th at the Moscone Center in San Francisco.

On Monday the 11th before the show, Imec held a technology forum at the Marriott Marquee right around the corner from the Moscone center. In recent years the Imec forums have shifted away from the process technology I cover to more of a system and… Read More


ASML- US Seeks to Halt DUV China Sales

ASML- US Seeks to Halt DUV China Sales
by Robert Maire on 07-10-2022 at 6:00 am

China Semiocnductor Ban DUV EUV

-If you can’t beat them, embargo them
-It has been reported US wants ASML to halt China DUV tools
-US obviously wants to kill, not just wound China chip biz
-Is this embargo the alternative to failed CHIPS act?
-Hard to say “do as I say, not as I do”- but US does anyway

First EUV ban now DUV ban? Are process & yieldRead More


Podcast EP65: Trust But Verify – The Backstory of Applied Materials and Cornami with Wally Rhines

Podcast EP65: Trust But Verify – The Backstory of Applied Materials and Cornami with Wally Rhines
by Daniel Nenni on 03-04-2022 at 10:00 am

Dan is joined by CEO of Cormani Wally Rhines. Wally discusses the recent strategic investment in Conrami made by Applied Ventures (the venture capital arm of Applied Materials Inc.). Wally explores what type of business models and manufacturing optimization can be made possible if fully homomorphic encryption (HFE) can… Read More


AMAT Nice Beat Strong Growth for Both 2021 & 2022

AMAT Nice Beat Strong Growth for Both 2021 & 2022
by Robert Maire on 05-23-2021 at 6:00 am

Applied Materials Q2 2021 1

-Strong beat & guide- WFE up in 2021 & 2022-$160B combined
-Taking share in conductor etch & CVD
-Traditional Moore Scaling – No More?
-Foundry Logic leads followed by DRAM with weak NAND

Nice beat & guide & raise
Applied reported revenues of $5.58B with GM of 47.5% resulting in non-GAAP EPS of $1.63. … Read More


SPIE 2021 – Applied Materials – DRAM Scaling

SPIE 2021 – Applied Materials – DRAM Scaling
by Scotten Jones on 04-08-2021 at 10:00 am

Slide1

At the SPIE Advanced Lithography Conference in February 2021, Regina Freed of Applied Materials gave a paper: “Module-Level Material Engineering for Continued DRAM Scaling”. Applied Materials provided me with the presentation and was kind enough to set up an interview for me with Regina Freed.

I also spoke to Regina Freed last… Read More


Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020

Applied Materials Will Regain Semiconductor Equipment Lead From ASML in 2020
by Robert Castellano on 11-29-2020 at 10:00 am

2020 WFE Share

On December 2, 2019, I posted a SemiWiki article entitled “ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019.”Since losing its dominance for the first time since 1990 in 2019, Applied Materials is poised to lose its retake the 2020 lead in the semiconductor equipment market. ASML led the… Read More


2021 will be the year of DRAM!

2021 will be the year of DRAM!
by Robert Maire on 11-15-2020 at 6:00 am

Robert Maire Bloomberg

2020 has been a NAND growth year-2021 will be the year of DRAM. While foundry logic has gotten all the credit in 2020 the reality is that NAND has been up 2X in 2020 for semiconductor equipment provider Applied Materials (AMAT). It is expected that NAND will be flat in 2021 while DRAM will take over the growth slot with foundry/logic … Read More


SMIC China Sanctions – Headwinds For Applied Materials And Lam Research

SMIC China Sanctions – Headwinds For Applied Materials And Lam Research
by Robert Castellano on 10-05-2020 at 6:00 am

Micron Technology and SMIC C1

On September 26 there were media reports that the U.S. Commerce Department has added China’s largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC) , to its entity list, after it determined there an “unacceptable risk” that equipment SMIC received could be used for military purposes

U.S. firms would… Read More


SEMICON West – Applied Materials Selective Gap Fill Announcement

SEMICON West – Applied Materials Selective Gap Fill Announcement
by Scotten Jones on 08-17-2020 at 5:00 pm

Applied Materials Selective Gapfill July 2020 Page 02

At SEMICON West, Applied Materials announced a new selective gap fill tool to address the growing resistance issues in interconnect at small dimensions. I had the opportunity to discuss this new tool and the applications for it with Zhebo Chen global product manager in the Metal Deposition Products group at Applied Materials.… Read More