“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 was for … Read More
It was 1988 when I got into SPICE (Simulation Program with Integrated Circuit Emphasis)while I was characterizing a 1.5 μm Standard cell library developed by students at my Alma-Mata Furtwangen University in Germany. My professor Dr. Nielinger was not only my advisor he also wrote the first SPICE bible in German language.… Read More
As I write there are multiple displays in front of me that use TFT, LCD or OLED displays:
- ViewSonic Monitors with 24″ display
- MacBook Pro with 15″ display
- iPad Air
- Samsung Galaxy Note 4
- Nexus 7 tablet
- Garmin Edge 820
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In my office there are plenty of LED displays for me to look at throughout the day: three 24″ displays from Viewsonic, a 15″ display from Apple, an iPad, a Samsung Galaxy Note 4, a Nexus tablet, a Garmin 520 bike computer, and a temperature display. LED and OLED displays are ubiquitous in all sorts of consumer electronics,… Read More
For an industry with an estimated revenue potential of $22 billion by 2022, and a CAGR of 14% throughout 2016–2022, the slightest innovation in current modules holds considerable profit potential. The thin film semiconductor market has evolved from the previous generation of semiconductor electronics in the best interests… Read More
Lam & Applied talked about “sustainable” growth Both expect share gains & growth in a flattish market. We examine the “new, lower, cyclicality”. Although Applied and Lam are fierce competitors , coming at things from different directions, they sounded awfully similar last week.
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Applied & Lam will be talking over the next 2 days, investors should/will focus on future growth, AMAT after display uptick & LRCX post the KLAM fail.
It’s no secret that most of the upside surprise in Applied’s recent reports were due to unusually large display orders from an industry even more cyclical than… Read More