The Tech Week that was January 13th

The Tech Week that was January 13th
by Mark Dyson on 01-19-2020 at 10:00 am
Categories: China, TSMC

In a week where the “phase 1” trade deal between US and China was finally signed, here is all the key news from the semiconductor and technology sector around the world.

After 2 years of an ever increasing trade war, the US and China have signed the so called Phase 1 deal aimed at reducing trade frictions.

Just as important as what is … Read More

January 17, 2020January 15, 2020

Samsung spend is up but can it offest TSMC slowing?

Samsung spend is up but can it offest TSMC slowing?
by Robert Maire on 01-17-2020 at 6:00 am
Categories: Semiconductor Advisors, Semiconductor Services, TSMC
1 Comment

Samsung is warming up and spending again
Samsung gave its preliminary report for Q4 and it was well better than prior muted expectations. It doesn’t take long for Samsung’s business units to respond to business trends in either direction and we have already heard of increased spending plans on the part of Samsung.… Read More

January 10, 2020January 9, 2020

ASML EUV China Chip Equip Risk

ASML EUV China Chip Equip Risk
by Robert Maire on 01-10-2020 at 10:00 am
Categories: China, Semiconductor Advisors, Semiconductor Services
4 Comments

Is ASML first clandestine shot in US war on China chips?
Will the action extend further to other chip equip cos?
China chip cold conflict warming up?

It would appear from a Reuters report yesterday that a behind the scenes “cold war” between the US and China in the chip business has just been exposed and has the potential… Read More

December 2, 2019December 1, 2019

ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019

ASML Will Take Semiconductor Equipment Lead from Applied Materials in 2019
by Robert Castellano on 12-02-2019 at 10:00 am
Categories: Information Network, Semiconductor Services

For the first time since 1990, Applied Materials is poised to lose its lead in the semiconductor equipment market, according to my recently published report “The Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts.”

Applied Materials, which has been losing market share in the wafer front end (WFE) equipment… Read More

October 20, 2019October 20, 2019

ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?

ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?
by Robert Maire on 10-20-2019 at 6:00 am
Categories: Semiconductor Advisors, Semiconductor Services, TSMC

ASML in line QTR with big Orders
Near term slippage w long term upside
Logic is strong but memory recovery unknown
EUV is finally a reality/commercialized

In line quarter- supplier slippage expected in Q4
Results were revenues of Euro 3B and EPS of Euro 1.49, more or less in line with earnings estimate if a tad bit light in revenue. … Read More

September 18, 2019September 18, 2019

The Korea/Japan trade war benefits US more than US/China hurts US

The Korea/Japan trade war benefits US more than US/China hurts US
by Robert Maire on 09-18-2019 at 10:00 am
Categories: Semiconductor Advisors, Semiconductor Services
1 Comment

Investors underestimate Japan/Korea trade war, US chip equip companies get collateral benefit, Long term share shifts in China & Korea, Creates near term upside for US companies, Memory Chip Price “Mirage”.

The lesser known trade war

While the market and the news has been pre-occupied with the ongoing soap

August 2, 2019August 3, 2019

Lam beats reduced guide as 2019 is done and 2020 is just a hope!

Lam beats reduced guide as 2019 is done and 2020 is just a hope!
by Robert Maire on 08-02-2019 at 4:00 am
Categories: Semiconductor Advisors, Semiconductor Services

Nice house in a neighborhood in decline

Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.

Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut more or less in … Read More

July 21, 2019July 21, 2019

Great, early signs of a recovery in logic, not memory

Great, early signs of a recovery in logic, not memory
by Robert Maire on 07-21-2019 at 12:00 pm
Categories: Semiconductor Advisors, Semiconductor Services

A “Logic Lead” recovery confirmed- Memory still mired, 3400C = “Third times a charm”. EUV finally accelerates as all ducks now in a row.

ASML posted a good quarter with great orders and capped off with a strong outlook for the current quarter. Logic demand is sparking a recovery while memory remains essentially… Read More

June 26, 2019June 26, 2019

Micron beats subdued guidance on output cuts

Micron beats subdued guidance on output cuts
by Robert Maire on 06-26-2019 at 5:00 am
Categories: Semiconductor Advisors, Semiconductor Services
2 Comments

2020 capex likely down at least 20% vs 2019 DRAM & NAND price drops versus slowing capacity. Investors happy cause it could have been worse.

Micron reported $1.05 in Non-GAAP EPS beating street consensus of $0.79 by $0.26. While this looks like a big beat, we would remind investors that estimates for the quarter were about… Read More

May 9, 2019

Bottom of a Semiconductor Canoe Cycle Shape

Bottom of a Semiconductor Canoe Cycle Shape
by Robert Maire on 05-09-2019 at 12:00 pm
Categories: Semiconductor Advisors, Semiconductor Services

Nice numbers despite the cycle bottom
KLA put up EPS of $1.80 versus street of $1.67 on revenues of $1.097B versus street of $1.08B. However guidance was weaker than the street was hoping for with a range of $1.21B to $1.29B in revenues generating between $1.55 and $1.85 in non GAAP EPS. This is compared to current street estimates … Read More

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