An old IP theft gets a new Chinese label

An old IP theft gets a new Chinese label
by Robert Maire on 04-14-2019 at 7:00 am

The Dutch financial newspaper Financieele Dagblad (FD) reported on the past theft of ASML technology after doing some investigative digging. It now appears that a number of Chinese nationals and ASML employees, in ASML’s Santa Clara office stole key technology back in 2015. Though ASML talked about it at the time, little… Read More


Moore’s Law extended with new "gateless" transistor

Moore’s Law extended with new "gateless" transistor
by Robert Maire on 04-01-2019 at 10:00 am

Micron Buries the Hatchet with China
Micron has a very long history of counter cyclical investing, buying the assets of vanquished competitors when the memory industry is at the bottom of the cycle, such as it is right now.

Over the weekend, Micron announced that it had an agreement to acquire the assets of the now stalled Jinhua memory… Read More


Could China Conflict Curtail Chip Comeback? Part 2

Could China Conflict Curtail Chip Comeback? Part 2
by Robert Maire on 12-07-2018 at 12:00 pm

In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More


AMAT and the Jinhua Jinx!

AMAT and the Jinhua Jinx!
by Robert Maire on 11-18-2018 at 7:00 am

Applied Materials reported a just “in line” quarter but guidance was well below street expectation. AMAT reported EPS of $0.97 and revenues of $4.01B versus street of $0.97 and $4B. Guidance missed the mark by a wide margin with revs of $3.56 to $3.86 and EPS of $0.75 to $0.83 versus already reduced street expectations… Read More