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Dan is joined by Bill DeVries, Vice President of Industry Transformation and Customer Success at Dassault Systémes. Bill is responsible for revenue growth and driving the use of the 3DEXPERIENCE platform. Additionally, Bill is the Senior Director of Academic and Education in North America, where he leads the 3DEXPERIENCE EDU… Read More
U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a total of $52.7… Read More
In August 2022, U.S. President Biden signed into law the CHIPS and Science Act of 2022 to provide incentives for semiconductor manufacturing in the United States. In a case of creating the acronym first and then finding a name to fit, CHIPS stands for Creating Helpful Incentives to Produce Semiconductors. The act provides a total… Read More
– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook
Reuters broke the news on the day of earnings
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- LRCX has OK QTR but “challenging outlook” – Memory still sucks
- China at 48% is a huge risk given potential of more sanctions
- Leading & trailing logic both poor- no recovery in sight yet
- Memory spending at historical lows for NAND
Quarter came in OK but outlook seems weak and unclear
Revenues came in at $3.48B… Read More
-SEMICON well attended but bouncing along the biz bottom
-Recovery seems at least a year away with memory even more
-AI creates hope but not impactful- Disconnect tween stocks & reality
-AMAT me too platform- Back end benefits from chiplets
SEMICON busy but subdued
SEMICON is certainly back to pre-covid levels or perhaps better.… Read More
-We think China issue is overblown- Zero sum game theory
-US should respond Tit-for-Tat and then some- Chop Chinese Chips
-Chip equip makers duplicitous behavior- smacks of hypocrisy
-Exporting chip equip biz/jobs to Asia while asking for CHIPS Act$
Memory Market remains a zero sum game market much like petroleum
China’s… Read More
-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap
Quarter was OK and Guidance also OK
Revenue was $6.63B and EPS of $1.86 versus reduced… Read More
-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened
Samsung announces worst results in 8 years
Samsung released its earnings which were the… Read More
The first Chiplet specific conference is coming up which is a milestone in itself. As we know the only thing new about chiplets is the name but when there is a dedicated conference to such a specific thing you know it has officially “arrived”. There is even a cool new tagline: Chiplets make huge chips happen!
“The First Annual Chiplet… Read More
