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
Tag: applied materials
TSMC Sees More Growth in 2015!
As I wait for my plane to Taiwan I’m wondering what the New Year has in store for the fabless semiconductor ecosystem. Good things I hope but to make sure let’s take another look at one of my trusted economic bellwethers (TSMC) which I’m guessing will break the $25B revenue mark this year. That is more than a 25% growth rate year… Read More
Proving the Power of Virtual Fabrication
There are many facets of our lives that are being driven to a more virtual method of doing things. This is largely due to issues such as scaling due to whatever reason – technical, business, economic. Let’s look at some general cases: In yesteryears people used to travel all the way for face-to-face meetings; today virtual meetings… Read More
SEMI Breakfast Forums: the Internet of Things
Coming up on April 10th is the SEMI Silicon Valley Breakfast Forum Internet of Things—Driving the Microelectronics Revolution. It runs from 7am to 10.45am and will be held at SEMI Headquarters which is at 3081 Zanker Road in San Jose.
Widespread adoption of the Internet of Things will take time, but the movement is advancing thanks… Read More
Another Major Consolidation in Semiconductor Space!
This time it is between the suppliers of semiconductor manufacturing equipments. And they are among the top ranked global peers. Applied Materials Inc., holding the numero uno position in sales of chip manufacturing equipments in 2012, agreed to acquire Tokyo Electron Ltd, the third in that ranking. Gary Dickerson of Applied… Read More