– SPIE Photomask -all about High NA and bigger masks
– High NA will ramp very fast & is ramping fast – two already at Intel
– Doubling size of photomask will offset High NA exposure size problem
– Assembling litho tools at customer saves time/money- “Scanner Kits”
Embargoes and other fun stuff in the Semiconductor Tools Market
While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More
Lam reported… Read More
Dan is joined by Jennifer Ard, Intel Capital Managing Director and Head of Investment Operations. In her role, Jen is responsible for managing Intel Capital’s investment-related operations. Additionally, she is primarily focused on investing in silicon-related companies and has been involved in multiple deals including… Read More
– KLA reported a good QTR but more importantly passing the bottom
– Lead times mean KLA gets orders early in up cycle-just behind ASML
– Potential upside in upcycle as packaging needs more process control
– 2024 2nd half weighted with stronger recovery likely in 2025
ASML- better EPS but weaker revenues- 2024 recovery on track
China jumps 10% to 49%- Memory looking better @59% of orders
Order lumpiness increases with ASP- EUV will be up-DUV down
“Passing Bottom” of what has been a long down cycle
Reported revenue was Euro5.3B and EPS of Euro3.11… Read More
Nvidia renaming to reflect AI reality
Nvidia which is now clearly seen as … Read More
– High NA EUV’s coming out party – “Dawn” of the Angstrom Era
– Well attended, positive vibes, not much new but good progress
– Concerns about Samsung slowing spend while Intel accelerates
– KLA reticle inspection quandary – Risky business in China
– AMAT slightly better than expected, flat & guides flat but > expected
– Expects better 2024- Systems flat, service up, display down
– China risk remains high at 45%- $200M Sculpta expected in 2024
– HBM 5% of industry but not a lot of tool sales- but high growth
Still bumping along with flattish … Read More
