- LAM- “Logic And Memory” make for a recovery-NAND (Samsung) & Logic (TSMC) + China
- Great Q4 Results & Q1 guide as memory restarts
- Logic strength continues-China is crucial to growth
- 2019 better than expected- 2020 WFE up about 5-8%
Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More
Is there more downside than upside in stocks?
Entering a seasonally weak period, then what?
Does China trade come back to haunt industry?
Cycle is past the bottom-But what kind of up cycle?
The most recent up cycle in the industry was a huge one, driven by a huge spend on NAND as SSD’s sucked up infinite number of devices. DRAM … Read More
Watching the boats go by in Shanghai-
As I write this note I happen to be looking out my hotel window over the Bund onto the brightly lit party boats cruising the Huangpu river that meanders through Shanghai. All is well here in China and the parties on the boats with millions of LEDs go on……
The view from China is that the… Read More
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
On the Sunday evening at IEDM last year, TechInsights held a reception in which Arabinda Das and Jeongdong Choe gave presentations that attracted a roomful of conference attendees.
This is the second part of the review of Jeongdong’s talk, we covered NAND flash technology in the last post. Jeongdong is a Senior Technical… Read More
I was asked to present at Nikon’s LithoVision event again this year. LithoVision is held the day before the SPIE Advanced Lithography Conference also in San Jose. The following is a write up of my talk.… Read More
Strong Overall Market Growth but a Slowdown Looms
After six years of single digit percentage growth in the overall semiconductor market, 2017 saw almost 22% growth and 2018 year-to-date is up roughly 17% (based on numbers published by the world semiconductor trade statistics). The big growth driver the last two years has been … Read More
On the first day of trading in the new year Apple just announced, after the close, that revenues will be lower than previously expected coming in at $84B versus the expected range of $89B to $93B and analyst estimates of the current quarter at $91.5B. Ugly….. The blame was laid squarely on China as slowing sales and trade tensions… Read More
For those who have been paying any attention to the semiconductor industry its no surprise that memory demand and therefore pricing is down from its peak earlier in the year. Its not getting better any time fast.
After several strong years of demand and pricing, which was followed by enormous CAPEX spending we are seeing the standard… Read More
Machine learning applications in data centers (or “the cloud”) have pervasively changed our environment. Advances in speech recognition and natural language understanding have enabled personal assistants to augment our daily lifestyle. Image classification and object recognition techniques enrich our social media experience,… Read More