TSMC warns soft phone/crypto & flat capex!
Does this impact DRAM?
Can Intel keep Apple?
We love Tesla (Model 3)!… Read More
TSMC Adds Negative Semiconductor News
Tag: lam
EUV Continues Roll Out With Lumpy Quarters Ahead
ASML put up good results with revenues of Euro2.285B versus street of Euro2.22B and EPS of Euro1.26 versus street of Euro1.17. Guide is for Euro2.55B versus street of Euro2.46B but EPS of Euro1.16 versus street EPS of Euro1.35 on lower gross margins, slipping from 48% to 43%.
A couple of EUV systems have slipped out. This is not surprising… Read More
DOJ takes victory Lap in KLAC / LRCX deal post mortem (3 of 3)
The KLA deal died due to fox guarding the hen house.
Fox can’t guard Hen House…
In an industry where there are relatively few widget makers and only one, very dominant, widget inspector, the thought of one of the widget makers buying the most crucial widget inspector obviously would be anti-competitive. Not only would… Read More
The KLAM deal has died now how will KLAC and LRCX recover? (2 of 3)
As we had been suggesting the merger deal between KLAC and LRCX has failed. It obviously ran into too many complications, costs or other issues to continue. Unlike the Applied TEL deal which went on for a staggering 18 months before calling it quits in this case 12 months was enough to figure out it wasn’t getting done.
In our … Read More
KLAC & LRCX – Fall Out from the deal Falling Apart (1 of 3)
The odds of deal completion has fallen to low levels. Whats the fallout on the companies and stocks? Is there life after a failed merger?
“A quagmire wrapped up inside an enigma” – LRCX & KLAC’s merger is the talk of the town, both in the semiconductor equipment industry as well as DOJ watchers in Washington… Read More
The best possible merger in the Semiconductor Capital Equipment Business history!
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
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More