The Disconnect Between Semiconductor and Semiconductor Equipment Revenues

The Disconnect Between Semiconductor and Semiconductor Equipment Revenues
by Robert Castellano on 11-27-2018 at 7:00 am
Categories: Information Network, Semiconductor Services
4 Comments

Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More

July 29, 2018

Samsung Memory is easy come easy go but for how low?

Samsung Memory is easy come easy go but for how low?
by Robert Maire on 07-29-2018 at 8:00 am
Categories: Semiconductor Advisors, Semiconductor Services
6 Comments

Lam Research (LRCX) reported a great June quarter coming in at $3.126B in revenues and $5.31 in EPS easily beating the street’s $3.06B and EPS of $4.94. However no one will care as guidance for the September quarter is for $2.3B in revs and EPS of $3.20, way, well below the already downward revised estimates of $2.77B and $3.88.… Read More

October 23, 2016

Foundry CAPEX Jumped from 17% to 37% of LAM Business

Foundry CAPEX Jumped from 17% to 37% of LAM Business
by Robert Maire on 10-23-2016 at 4:00 pm
Categories: Foundries, Semiconductor Advisors, Semiconductor Services, TSMC

Lam- in line qtr but guides above street over near term. As with ASML, foundry is driver with subdued memory, The Math implies biz peaking-Looking for DRAM in 2017.

Lam reported another great, record quarter, more or less in line with expectations with revenues coming in at $1.632B and shipments of $1.708B, generating EPS of $1.81.… Read More

August 14, 2016

Further delays in KLAM deal not a good omen

Further delays in KLAM deal not a good omen
by Robert Maire on 08-14-2016 at 4:00 pm
Categories: Foundries

Deal likely getting worse as time & remedies go by…
Just a couple of short weeks ago on the earnings conference call, Lam management was adamant about the KLAM deal getting done and done by the Oct 20th deadline. Martin Anstice, the CEO , went to great lengths to tell us that the deal was under control, was going to happen, … Read More

August 10, 2016

Lam beats on EPS & Revs and good Q1 (Sept) guide

Lam beats on EPS & Revs and good Q1 (Sept) guide
by Robert Maire on 08-10-2016 at 7:00 am
Categories: Semiconductor Advisors, Semiconductor Services

Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in … Read More

August 9, 2016

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
Categories: Semiconductor Advisors, Semiconductor Services

While 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 September quarter… Read More

October 21, 2015

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
Categories: Semiconductor Advisors, Semiconductor Services

A 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 have entered… Read More

July 28, 2015

Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?

Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?
by Robert Maire on 07-28-2015 at 4:00 pm
Categories: Foundries

Are Semi Equipment Stocks & Industry Rolling Over?
Is there any Upside in the second half of 2015?
Waiting for next years iPhone 7 refresh?
Does Windows 10 even matter?

“Sell in May and Go Away”
An old investor’s adage that has proven correct this year. The Semiconductor Equipment stocks seemed to have had… Read More

December 24, 2014June 14, 2019

Variation: How Can We Survive?

Variation: How Can We Survive?
by Paul McLellan on 12-24-2014 at 12:57 pm
Categories: Coventor, EDA

At IEDM last week Coventor hosted a panel session as they do each year. The theme this year was surviving variation. The panel was hosted by someone whose name is familiar round here, Dan Nenni. The panel that Coventor had put together had people from all sorts of different slots in the design/supply chain for semiconductor. Unfortunately… Read More

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Tag: lam research

The Disconnect Between Semiconductor and Semiconductor Equipment Revenues

Samsung Memory is easy come easy go but for how low?

Foundry CAPEX Jumped from 17% to 37% of LAM Business

Further delays in KLAM deal not a good omen

Lam beats on EPS & Revs and good Q1 (Sept) guide

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

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

Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?

Variation: How Can We Survive?

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