Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics

Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
by Robert Maire on 09-11-2015 at 2:00 am

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 otherRead More


The Apple A9 Samsung & TSMC Love Triangle

The Apple A9 Samsung & TSMC Love Triangle
by Robert Maire on 03-25-2015 at 10:00 am

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


Intel NOT Inside Sematech?

Intel NOT Inside Sematech?
by Robert Maire on 03-05-2015 at 1:00 pm

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 ASyMptotic progress- When will we get to EUV?

ASML ASyMptotic progress- When will we get to EUV?
by Robert Maire on 02-24-2015 at 5:30 pm

  • 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


GlobalFoundries did NOT Pull the Emergency Brake!

GlobalFoundries did NOT Pull the Emergency Brake!
by Daniel Nenni on 12-31-2014 at 10:00 am

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