Hopes of a 2020 recovery but nothing solid yet

Hopes of a 2020 recovery but nothing solid yet
by Robert Maire on 08-18-2019 at 6:00 am

Image RemovedAn in line quarter

Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing… Read More


Lam beats reduced guide as 2019 is done and 2020 is just a hope!

Lam beats reduced guide as 2019 is done and 2020 is just a hope!
by Robert Maire on 08-02-2019 at 4:00 am

Image RemovedNice house in a neighborhood in decline

Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.

Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut … Read More


Semicon West was sluggish with hopes of 2020 recovery

Semicon West was sluggish with hopes of 2020 recovery
by Robert Maire on 07-17-2019 at 6:00 am

Image Removed

Bouncing along a not too bad bottom
Given that we have followed the semiconductor industry through many down cycles, we can safely say that this one isn’t all that bad by comparison. Everyone, big & small, is still safely profitable and in relatively good shape. Though we are seeing the normal week long holiday

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SEMICON West 2019 – Day 1 – Imec

SEMICON West 2019 – Day 1 – Imec
by Scotten Jones on 07-15-2019 at 10:00 am

On Monday, July 8th Imec held a technology forum ahead of Semicon West. I saw the papers presented and interviewed three of the authors. The following is a summary of what I feel are the keys points of their research.

Arnaud Furnemont
Arnaud Furnemont’s talk was titled “From Technology Scaling to System Optimization”. Simple 2D … Read More


China Innovation Forum and ES DESIGN West

China Innovation Forum and ES DESIGN West
by Daniel Nenni on 03-15-2019 at 7:00 am

I had a chat with Bob Smith, Executive Director of ESD Alliance, about the upcoming SEMI conference in China. More than 100,000 people are expected to attend which is beyond my comprehension. SEMICON in San Francisco is maybe 20,000 people which is the largest conference I attend. I’m not sure if the Design Automation Conference… Read More


Interview with Bob Smith, Executive Director of the ESD Alliance

Interview with Bob Smith, Executive Director of the ESD Alliance
by Daniel Nenni on 02-26-2019 at 7:00 am

Image RemovedBob Smith is executive director of the ESD (for electronic system design) Alliance that many Semiwiki readers will remember as the EDA Consortium. As Bob explains, the semiconductor industry is changing and evolving, and the electronic system design ecosystem with it. I encourage you to take a break from what you’… Read More


DAC versus SEMICON ES Design West!

DAC versus SEMICON ES Design West!
by Daniel Nenni on 12-19-2018 at 12:00 pm

Image RemovedAs I mentioned in a previous post, the big drama at last year’s Design Automation Conference was the acquisition of the Electronic Systems Design Alliance (formerly EDAC) by SEMI, the owner of the SEMICON West Conference franchise. The plan is to add an ES Design West wing to the SEMICON West conference in San Francisco… Read More


55DAC Trip Report with Drama

55DAC Trip Report with Drama
by Daniel Nenni on 07-02-2018 at 7:00 am

Image RemovedThis was my 35th DAC and it did not disappoint, especially when it came to the DAC Drama Department. This year DAC proved once again that it is THE place for semiconductor professionals and academics to learn and network. The big news is that Synopsys did not reserve a booth for 56DAC in Las Vegas next year which resulted… Read More


SEMICON West – EUV Readiness Update

SEMICON West – EUV Readiness Update
by Scotten Jones on 08-11-2017 at 12:00 pm

At the imec technology forum held at SEMICON West, Martin Van Den Brink, President and CTO of ASML presented on the latest developments on EUV. I also had an opportunity to sit down with Mike Lercel, ASML Director of Strategic Marketing for an interview.… Read More


Semiconductor is Definitely NOT Business as Usual!

Semiconductor is Definitely NOT Business as Usual!
by Daniel Nenni on 07-05-2016 at 12:00 pm

Image RemovedNext week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so… Read More