Semicon West is Semicon Less

Semicon West is Semicon Less
by Robert Maire on 12-15-2021 at 10:00 am

Semicon West 2021
  • Semicon West was Semicon Less- Less Customers & Vendor
  • Everyone is busy as can be, maybe too busy to attend
  • Those who were there, talk about supply chain issues & stress
  • How long does the party last & where the money comes from?

Semicon West was Semicon Less….

We attended a “Hybrid” version of Semicon… Read More


KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat

KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat
by Robert Maire on 11-04-2021 at 8:00 am

KLAC Tencor SemiWiki

KLA- great quarter driven by continued strong foundry/logic
No supply chain hiccups- Riding high in the cycle
Wafer inspection remains driver with rest along for the ride
Financials remain best in industry

A superb quarter
There was little to complain about in the quarter. Revenues of $2.1B and EPS of $4.64, both nicely beating… Read More


ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact

ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact
by Robert Maire on 10-24-2021 at 6:00 am

ASML Report 2021

ASML great QTR but supply chain will limit acceleration
Products are most complex with most extensive supply chain
Long term position fantastic but investors will be nervous
300M pushouts in DUV with EUV still on track

Good quarter but yellow caution flag is out for supply chain concerns

ASML reported great revenues of Euro5.2B… Read More


Cautions In Using High-NA EUV

Cautions In Using High-NA EUV
by Fred Chen on 09-22-2021 at 6:00 am

Cautions In Using High NA EUV

High-NA EUV has received a lot of attention ever since Intel put the spotlight on its receiving the first 0.55 NA EUV tool from ASML [1], expected in 2025. EUV itself has numerous issues which have been enumerated by myself and others, most notoriously the stochastic defects issue. There are also a host of issues related to the propagation… Read More


ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel

ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel
by Robert Maire on 09-09-2021 at 6:00 am

TSMC INTEL ASML Hurricane 1

-Intel’s access to high-NA EUV tools may be their elixir of life
-TSMC’s EUV adoption helped it vault faltering Intel & Samsung
-Maybe ASML should invest in Intel like Intel invested in ASML
-Shoe is on the other foot- But cooperation helps chip industry

Intel is dependent upon ASML for its entire future
If Intel… Read More


ASML- A Semiconductor Market Leader-Strong Demand Across all Products/Markets

ASML- A Semiconductor Market Leader-Strong Demand Across all Products/Markets
by Robert Maire on 07-25-2021 at 6:00 am

asml logo 20120410 1

– Strong demand across logic/memory & leading/trailing edge
– Customers want units fast-no time to test
– The main question is can ASML ramp to meet demand?

Revenue & Earnings low due to systems being rushed to customers
ASML reported Euro 4B in sales and Euro 1B in net income which while within guidance… Read More


ASML early signs of an order Tsunami – Managing the ramp

ASML early signs of an order Tsunami – Managing the ramp
by Robert Maire on 04-27-2021 at 10:00 am

ASML Stock Price 2021

Taiwan and Korea represented 43% and 44% respectively with China at 15% and Japan and the US in the far distance.

ASML a tidal wave of orders

On the call management talked about logic potentially being up 30% in 2021 and memory being up potentially 50%. While we thing foundry/logic will clearly be on fir we think memory will lag a bit.… Read More


SPIE 2021 – ASML DUV and EUV Updates

SPIE 2021 – ASML DUV and EUV Updates
by Scotten Jones on 03-17-2021 at 10:00 am

SPIE DUV 2021 ASML NXT4 DryWet Presentation final noWPD2 Page 42

At the SPIE Advanced Lithography Conference held in February, ASML presented the latest information on their Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV) exposure systems. I recently got to interview Mike Lercel of ASML to discuss the presentations.

DUV

Despite all the attention EUV is getting, most layers are still… Read More


ASML – Strong DUV Throwback While EUV Slows- Logic Dominates Memory

ASML – Strong DUV Throwback While EUV Slows- Logic Dominates Memory
by Robert Maire on 01-24-2021 at 6:00 am

ASML SMIC TSMC EUV DUV

ASML has good quarter driven by DUV & Logic (@72%)
– SMIC & other major customer slow EUV plans
– Logic (read that as TSMC) remains key demand led driver
– We are happy memory remains muted given cyclical potential

A very solid quarter with a continued road to growth
The quarter came in at Euro4,254B… Read More


Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials

Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials
by Robert Castellano on 01-21-2021 at 6:00 am

Apple Ion beam t6

Smartphone shipments have been dropping over the past few years, as shown in Chart 1, as a result of several factors, but primarily the slowdown in smartphone innovation while at the same time prices have kept increasing. Even with the much anticipated 5G in 2020, unimpressive speed gains coupled with a Covid-19 backdrop, smartphones… Read More