Semiconductor Metrology Inspection Outpacing Overall Equipment Market in 2018

Semiconductor Metrology Inspection Outpacing Overall Equipment Market in 2018
by Robert Castellano on 12-31-2018 at 7:00 am

As uncertainties mount about the near-term semiconductor industry from companies in Apple’s supply chain and the significant drop in memory chip prices, the semiconductor industry has consistently grown each year since the great recession of 2009. Semiconductor revenues have consistently outpaced semiconductor equipment… Read More


Foundry is Majority of KLAC Business!

Foundry is Majority of KLAC Business!
by Robert Maire on 10-23-2016 at 8:00 pm

Image RemovedAs we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.

KLA put up numbers wellRead More


KLAC accelerates business into Q4 and where are we on the KLAM deal?

KLAC accelerates business into Q4 and where are we on the KLAM deal?
by Robert Maire on 08-09-2016 at 12:00 pm

Image RemovedWhile no one was really paying attention, and the company didn’t have an earnings call anyway, KLAC put up a strong beat. Revenues came in at $919M versus street of $842M and EPS came in at $1.77 easily beating $1.42 street.

However this was at the expense of the September quarter as it appears that business in the… Read More


The best possible merger in the Semiconductor Capital Equipment Business history!

The best possible merger in the Semiconductor Capital Equipment Business history!
by Robert Maire on 10-21-2015 at 12:00 pm

Image RemovedA new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock


The wedding invitation…….

Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they… Read More