Comparing Applied Materials with Lam Research

Comparing Applied Materials with Lam Research
by Robert Castellano on 10-13-2019 at 8:00 am

Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More


Chapter 1 – Predicting Trends in the Semiconductor Industry

Chapter 1 – Predicting Trends in the Semiconductor Industry
by Wally Rhines on 07-05-2019 at 6:00 am

Figure 1 is the most basic of all the predictable parameters of the semiconductor industry, even more so than Moore’s Law.  It is the learning curve for the transistor.  Since 1954, the revenue per transistor (and presumably the cost per transistor, if we had the data from the manufacturers) has followed a highly predictable learning… Read More


Are Layoffs Good for the Semiconductor Industry?

Are Layoffs Good for the Semiconductor Industry?
by Daniel Nenni on 04-30-2016 at 7:00 am

As I have mentioned before, semiconductor professionals are very smart people, pound for pound the smartest in the workforce in my opinion. So what happens when thousands of engineers from Qualcomm, Broadcom, Altera, and Intel get shown the door? They don’t go to work for Starbucks, they don’t go to the unemployment line, they … Read More


My Last Day at Fairchild

My Last Day at Fairchild
by Mark Rioux on 03-05-2016 at 7:00 am

Image RemovedWell today is the day. I am officially retired from Fairchild after 36 years and 9 months on the job. I have worked for Fairchild Camera and Instrument, Fairchild a Schlumberger Company, National Semiconductor and Fairchild Semiconductor. It’s been everything I was hoping for and more. By the way, I walked … Read More