For Halloween this week we thought it would be appropriate to talk about things that strike fear into the hearts of semiconductor makers and process engineers toiling away in fabs. Do I want to do multi-patterning with the huge increase in complexity, number of steps, masks and tools or do I want to do EUV with unproven tools, unproven… Read More
Back to a more normal reality… Market gets”De-Fanged”… Where to from here? The “Icarus” Effect… Much of the market, and especially Tech & “FANG” (Facebook, Amazon, Netflix & Google) stocks gave back most all of their post election day gains in one session.… Read More
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
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 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
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
Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More
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
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