Has KLA lost its way?

Has KLA lost its way?
by Robert Maire on 05-01-2022 at 6:00 am


-KLA has another great QTR in face of overwhelming demand
-Supply chain issues obliterated by backlog
-Longer term technology leadership concerns are increasing
-We see limited upside near term & remain cyclically cautious

Another great quarter- demand remains super strong

KLA’s performance remains great as does… Read More

Will EUV take a Breather in 2021?

Will EUV take a Breather in 2021?
by Robert Maire on 02-07-2021 at 6:00 am

KLA EUV Slowdown

-KLAC- Solid QTR & Guide but flat 2021 outlook
-Display down & more memory mix
-KLAC has very solid Dec Qtr & guide but 2021 looks flattish
-Mix shift to memory doesn’t help- Display weakness
-Despite flat still looking at double digit growth
-EUV driven business may see some slowing from digestion

As always, … Read More

Coronavirus Chops SPIE Litho EUV Conference

Coronavirus Chops SPIE Litho EUV Conference
by Robert Maire on 03-01-2020 at 6:00 am

SPIE EUV 2020 Coronavirus

Corona Curtails already quiet SPIE Litho conference
Our best guess is that attendance was off by 30% from last years SPIE conference due to a lack of travelers from many Asian areas obviously out of Corona fear. Even Intel, which is a few miles away was a virtual no-show with a mass cancellation.

More importantly, virtually all after… Read More

More Negative Semiconductor News

More Negative Semiconductor News
by Robert Maire on 09-24-2018 at 7:00 am

The amount of negative news and information about the semiconductor industry seems to be increasing at a faster rate. Micron put up a better quarter than expected but more importantly guided less than expected. We are surprised that the street is surprised as the decline in memory pricing is well known and Micron has been clear about… Read More