Semiconductor China Syndrome Meltdown and Mayhem

Semiconductor China Syndrome Meltdown and Mayhem
by Robert Maire on 10-13-2022 at 6:00 am

The China Syndrome

-Commerce Dept drops a 100 page nuke on the Semi industry
-Many words but not a lot of clarity on exact impact
-Implementation & interpretation will be key to quantify impact
-It’s all bad, just a question of how bad

China is the industry’s biggest customer

We all know that China uses most of the world’s semiconductors… Read More


ASML Business is so Great it Looks Bad

ASML Business is so Great it Looks Bad
by Robert Maire on 07-24-2022 at 6:00 am

ASML Systems 2022

-ASML reports strong quarter- Orders up 20% Qtr/Qtr
-Customers rush delivery which delays revenue recognition
-Chip makers need hard to get litho tools most of all
-Warning on concerns about consumer chip demand

Good numbers that are even better in reality

ASML reported revenues of Euro5.4B and EPS of Euro3.54. Most importantly… Read More