Apple’s Silicon Switch Changes Game & Balance 

Apple’s Silicon Switch Changes Game & Balance 
by Robert Maire on 06-24-2020 at 10:00 am

Intel Apple Silicon

Will/should others follow?
TSMC vs Intel impact?
Moving Apple’s supply chain further overseas

Apples move to self served silicon was no surprise…..
It has been speculated for years and we have talked about it many times.  It makes more sense for Apple to have silicon, custom designed for their applications and products… Read More


TSMC stops doing business with Huawei!

TSMC stops doing business with Huawei!
by Robert Maire on 05-18-2020 at 9:30 am

China Semiconductor Ban Huawei

Hours after agreeing to build a fab in US TSMC will stop selling to Huawei- Repercussions will reverberate through all tech: Semis, semi equip, chip customers, all collateral damage.

It has been reported by Nikkei and other sources that TSMC has stopped taking orders from Huawei in order to comply with US export controls.

HUAWEIRead More


Is Chip Embargo aimed at China, Huawei, TSMC or all three?

Is Chip Embargo aimed at China, Huawei, TSMC or all three?
by Robert Maire on 05-03-2020 at 10:00 am

China Semiconductor Trump SemiWiki

Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?

Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More


Doesn’t sound like a recovery anytime in 2019

Doesn’t sound like a recovery anytime in 2019
by Robert Maire on 02-18-2019 at 7:00 am

AMAT reported a more or less in line quarter with revenues of $3.75B and Non-GAAP EPS of $0.81 versus street expectation of $0.79 and revenues of $3.71B. Guidance came in well below the street with revenues expected between $3.33B to $3.63B and Non-GAAP EPS from $0.62 to $0.70 versus expectations of $3.66B and $0.77. The company … Read More


Samsung pre-announces miss on weak memory and phones

Samsung pre-announces miss on weak memory and phones
by Robert Maire on 01-09-2019 at 7:00 am

It should come as no big surprise that Samsung will miss its Q4 numbers. The company pre announced that profits will be 10.8T KWON (about $9.7B ) versus the 13.2T KWON analysts had predicted, close to a 20% miss. This number is also down about 39% sequentially. Revenue at 59T KWON instead of expected 62.8T KWON and down about 10%. The… Read More


Could China Conflict Curtail Chip Comeback?

Could China Conflict Curtail Chip Comeback?
by Robert Maire on 12-05-2018 at 7:00 am

At the recent trade talks in South America, the US and China both kicked the can down the road as neither one were obviously willing to do a deal nor had done any background work to get a deal done. Instead we have a bunch of empty promises and vague and conflicting descriptions of what was not really even agreed to.

Essentially worthlessRead More


AMAT down 10% as expected Foundry spending slow down unexpected

AMAT down 10% as expected Foundry spending slow down unexpected
by Robert Maire on 08-19-2018 at 12:00 pm

Applied reported a more or less in line quarter, slightly beating weaker expectations. As we had projected, the October quarter is expected to have revenues down 10% which is at the low end of our expected 10-15% drop in business. Applied services helped partially make up for some of the equipment sales weakness. Revenue came in … Read More


Semiconductor Cycles Always End the Same Way

Semiconductor Cycles Always End the Same Way
by Robert Maire on 06-24-2018 at 3:00 pm

It appears the current cycle has rolled over? The reason is memory & could be worsened by trade Figuring out length, depth and impact of the downturn? We had said that AMAT “called” the top of the cycle on their last conference call even though they may not think so. Semiconductor cycles always ends the same way. The… Read More


Are memory makers colluding against China?

Are memory makers colluding against China?
by Robert Maire on 06-07-2018 at 12:00 pm

Maybe OMEC is the new OPEC? A bargaining chip in June trade show down?

China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time. Much longer … Read More


China Chips Taiwan and Technology

China Chips Taiwan and Technology
by Robert Maire on 05-28-2018 at 12:00 pm

Three critical China issues; Trade, Taiwan & Technology. China is a “double edge sword” of risk & opportunity. These issues greatly impact stock valuations. We have recently given a presentation at both the SEMI ASMC conference in Saratoga Springs and The Confab conference in Las Vegas. Both conferences… Read More