– 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
The media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.
“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run for… Read More
SPIE is next week so if you would like to meet me in person that is where I will be. SPIE is the big lithography and patterning conference for semiconductor professionals. Since I work with the foundries during my day job, SPIE is an important conference. SemiWiki blogger Scott Jones will also be there. During the day Scott does semiconductor… Read More
