The best possible merger in the Semiconductor Capital Equipment Business history!

The best possible merger in the Semiconductor Capital Equipment Business history!
by Robert Maire on 10-21-2015 at 12:00 pm

A new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock


The wedding invitation…….

Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they have entered… Read More


EUV sees further delays?

EUV sees further delays?
by Robert Maire on 10-14-2015 at 12:00 pm

Headwinds which will likely continue into 2016…
ASML reported revenues of 1.55B Euros with EPS of 0.75 Euros more or less in line with expectations. Orders were the weak spot, falling to 904M Euros versus the previous Q2 orders of 1.523B Euros. The company guided Q4 revenues to be down about 10% to 1.4B Euros below current flattish… Read More


EUV – So late to the party it may already be over!

EUV – So late to the party it may already be over!
by Robert Maire on 09-29-2015 at 12:00 pm

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……

ASMLRead More


Samsung to cut Semi Capex 20% due to over capacity

Samsung to cut Semi Capex 20% due to over capacity
by Robert Maire on 09-24-2015 at 4:00 pm

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 – "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