Imec technology forum 2018 – the future of memory

Imec technology forum 2018 – the future of memory
by Scotten Jones on 06-05-2018 at 12:00 pm

At the Imec technology forum in Belgium Gouri Sankar Kar and Arnaud Furnemont presented memory and storage perspectives and I also got to interview Arnaud. Arnaud leads overall memory development at Imec and personally leads NAND and DNA research.

Memory research is focused on power, energy, speed and cost with energy and throughput… Read More


Chip Equipment where to from here?

Chip Equipment where to from here?
by Robert Maire on 05-20-2018 at 12:00 pm

Image RemovedWe may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?

It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.

However its not … Read More


AMAT has OK Q2 but Q3 flat to down

AMAT has OK Q2 but Q3 flat to down
by Robert Maire on 05-20-2018 at 7:00 am

Image Removed“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.

However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance… Read More


Samsung has another record quarter in chips

Samsung has another record quarter in chips
by Robert Maire on 04-29-2018 at 7:00 am

Image RemovedSamsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B … Read More


ISS 2018 – The Impact of EUV on the Semiconductor Supply Chain

ISS 2018 – The Impact of EUV on the Semiconductor Supply Chain
by Scotten Jones on 01-18-2018 at 8:00 am

I was invited to give a talk at the ISS conference on the Impact of EUV on the Semiconductor Supply Chain. The ISS conference is an annual gathering of semiconductor executives to review technology and global trends. In this article I will walk through my presentation and conclusions.… Read More


2017 Semiconductors +20%, 2018 slower

2017 Semiconductors +20%, 2018 slower
by Bill Jewell on 12-24-2017 at 7:00 am

The global semiconductor market in 2017 will finish with annual growth of about 20%. Recent forecasts range from 19.6% to 22%. World Semiconductor Trades Statistics (WSTS) data is finalized through October, thus the final year results will almost certainly be within this range. We at Semiconductor Intelligence have raised … Read More


Deal Struck for Sale of Toshiba NAND to Bain Apple and Others

Deal Struck for Sale of Toshiba NAND to Bain Apple and Others
by Robert Maire on 10-01-2017 at 12:00 pm

Image RemovedWhat does it mean for the skyrocketing memory sector? In a last minute plot twist, Bain capital appears to be the winner in the auction of the Toshiba memory unit. The Bain consortium includes a strange cast of characters including Apple, Dell, Seagate, Kingston Technology, Innovation Network Corp of Japan and Development… 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


Can the iPhone rollout lift the industry?

Can the iPhone rollout lift the industry?
by Robert Maire on 09-07-2017 at 12:00 pm

Image RemovedWe are in the midst of a number of cross currents buffeting the industry. The Korea risk seems to have escalated again and our government has thrown fuel on the fire by threatening trade agreements at the most inopportune timing possible. However we are also a week away from the roll out of one of the most anticipated Iphones… 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

Image RemovedASML 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)… Read More