Stocks in the semiconductor equipment space continue to fall only this time along with the broad market. We had recently pointed out that LRCX was the last to fall among the large cap companies in the space but now the question becomes when have they fallen enough to say its over, and which stocks have more to fall……
ASML… Read More
Article confirms market fears…
An article in the Korea Times cites sources that say Samsung will cut Semi Capex by 20% due to current oversupply and weak pricing. This is obviously a huge negative as Capex for 2016 will certainly be down significantly from 2015 given these cuts which follow on cuts by Intel and others. We can… Read More
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…
Act I Scene I…The stage is set….
We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More
Rumor that Intel has quit Sematech confirmed by website?
Potential industry impact-
Is this a consolidation by-product?
Do we need a trade group?
Does it benefit Intel?
We have heard from several sources over the last few days that Intel has quit Sematech, the semiconductor industry trade group focused on technology development… Read More
- ASML making progress – but is it fast enough?
- ASML has missed 10nm , can it catch 7nm? An economic question
- Day one at SPIE- Better tone than last year but still cautious
1000 simulated wafers versus 700 simulated
At the opening of the SPIE conference ASML announced that TSMC had reached 1000 wafers a day “exposed”… Read More
Barron’s again published an unsubstantiated semicondutor rumor that is making the rounds. It all started with a Christmas day blog by Robert Maire who is a long time semiconductor analyst. Please note that he is not a semiconductor professional (someone who actually works in the industry) but he certainly does know people who … Read More