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


SPICE Model Generation by Machine Learning

SPICE Model Generation by Machine Learning
by Thomas Blaesi on 05-18-2018 at 12:00 pm

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


TCAD Simulation of Organic Optoelectronic Devices

TCAD Simulation of Organic Optoelectronic Devices
by Daniel Payne on 01-20-2017 at 4:00 pm

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


Thin film Semiconductor Solutions for an Energy-Efficient Future

Thin film Semiconductor Solutions for an Energy-Efficient Future
by Anuja More on 11-27-2016 at 4:00 pm

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


AMAT LRCX and EUV Economics

AMAT LRCX and EUV Economics
by Robert Maire on 11-23-2016 at 7:00 am

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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LRCX AMAT KLAC Update

LRCX AMAT KLAC Update
by Robert Maire on 11-20-2016 at 12:00 pm

Image RemovedApplied & 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… Read More