Cleaning Trends for Advanced Nodes

Cleaning Trends for Advanced Nodes
by Scotten Jones on 04-09-2018 at 12:00 pm

I was invited to give a talk at the Business of Cleans Conference held by Linx Consulting in Boston on April 9th. I am not a cleans expert but rather was invited more to give an overview talk on process technology trends and the impact on cleans. In this write up I will discuss my presentation. I discussed each of the three main leading-edge… Read More


Intel to buy Micron – Trump Blocks IC Equipment Sales to China – Broadcom Fighting for QCOM

Intel to buy Micron – Trump Blocks IC Equipment Sales to China – Broadcom Fighting for QCOM
by Robert Maire on 04-01-2018 at 12:00 pm

It has been reported over the holiday weekend that Intel is in talks with Micron over a proposed merger that would value Micron at $70 per share in a deal of a combination of stock and cash for Micron shareholders. It is said that the boards of both companies have already approved the deal.

Intel’s CEO Brian Krzanich said, “We… Read More


LithoVision 2018 The Evolving Semiconductor Technology Landscape and What it Means for Lithography

LithoVision 2018 The Evolving Semiconductor Technology Landscape and What it Means for Lithography
by Scotten Jones on 02-25-2018 at 5:00 pm

I was invited to present at Nikon’s LithoVision event held the day before the SPIE Advanced Lithography Conference in San Jose. The following is a write up of the talk I gave. In this talk I discuss the three main segments in the semiconductor industry, NAND, DRAM and Logic and how technology transitions will affect lithography.… Read More


2017 Semiconductor Growth Approaching 20 Percent!

2017 Semiconductor Growth Approaching 20 Percent!
by Bill Jewell on 10-01-2017 at 7:00 am

The 2017 semiconductor market is shaping up as the strongest since 2010 – when the market grew 32% as it bounced back from the 2008-2009 downturn. According to World Semiconductor Trades Statistics (WSTS), the second quarter 2017 semiconductor market was up 5.8% from 1Q 2017 and up 23.7% from a year ago. Much of the market vitality… Read More


Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON

Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON
by Robert Maire on 07-27-2017 at 12:00 pm

ASML reported results in line and slightly ahead of expectations which helped push ASML and the other semicap stocks back to their original valuations prior to the two step pull back that lasted about a month. We are now back to relatively high, record valuations not seen or ever seen previously (at least for a long time) by many companies.… Read More


SEMICON Southeast Asia reflects strong equipment market

SEMICON Southeast Asia reflects strong equipment market
by Bill Jewell on 04-28-2017 at 4:00 pm

SEMICON Southeast Asia was held this week in Penang, Malaysia. Over 6500 people attended the conference to learn about the latest trends and equipment in semiconductor manufacturing.


Dr. Dan Tracy, Senior Director Industry Research and Statistics at SEMI, presented an optimistic outlook for the semiconductor equipment market… Read More


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

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


3D NAND – Moore’s Law in the third dimension

3D NAND – Moore’s Law in the third dimension
by Scotten Jones on 05-07-2016 at 4:00 am

For more than a decade 2D NAND has been the leading driver of lithography shrinks, for example, Samsung went from 120nm in 2003 to 16nm in 2014 with shrinks on an almost yearly basis, but the shrinks came at a price. At 16nm Self Aligned Quadruple Pattering (SAQP) was required for the most critical layers and patterning related costs… Read More


Semiconductor capital spending slow in 2016

Semiconductor capital spending slow in 2016
by Bill Jewell on 05-01-2016 at 12:00 pm

The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC) which… Read More


How China can Lead in the Semiconductor Industry

How China can Lead in the Semiconductor Industry
by Pawan Fangaria on 03-06-2016 at 8:00 pm

Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More