Oops, we did it again! Memory Companies Investment Strategy

Oops, we did it again! Memory Companies Investment Strategy
by Claus Aasholm on 05-08-2024 at 8:00 am

Opps We Did it Again Semiconductor Memory 4

We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.

For us in the industry, the 13-week financial … Read More


2024 Outlook with Toshio Nakama of S2C

2024 Outlook with Toshio Nakama of S2C
by Daniel Nenni on 02-05-2024 at 10:00 am

Precision Chip Strategy, PCS

Tell us a little bit about yourself and your company.
I am Toshio Nakama, the founder and CEO of S2C and a strong advocate of FPGA accelerated ASIC/SoC design methodology. I first started my career at Altera as an FAE and served in technical and sales management roles at Aptix Corporation. I co-founded S2C in Silicon Valley in 2003 … Read More


CEO Interview: Venkata Simhadri of MosChip

CEO Interview: Venkata Simhadri of MosChip
by Daniel Nenni on 10-27-2023 at 6:00 am

Venkata Simhadri

Mr. Venkata Sudhakar Simhadri is a serial entrepreneur with a proven track-record in the semiconductor industry. He was the Founder, President & CEO of Gigacom Semiconductor LLC & Founder / Director of Gigacom India (Both the Companies acquired by MosChip) and the driving force behind establishing IP licensing and … Read More


Must-attend webinar event: How better collaboration can improve your yield

Must-attend webinar event: How better collaboration can improve your yield
by Daniel Nenni on 03-16-2023 at 10:00 am

YieldHub Webinar

In today’s rapidly evolving semiconductor industry, the demand for high-quality and reliable semiconductors at a reasonable cost is increasing. This is why world-class yield management has become more and more important for fabless semiconductor companies and IDMs.

In a must-attend event, yieldHUB will be hosting… Read More


Tears in the Rain – Arm and China JVs

Tears in the Rain – Arm and China JVs
by Jay Goldberg on 07-03-2020 at 10:00 am

Tears in the Rain – Arm and China JVs

We always warn clients that even in the best of times, Joint Ventures (JVs) in China always end in tears. And we are far from the best of times right now. There is a major example of this playing out right now with Arm China.

Arm’s China JV is, to put it simply, a bit of a mess. The Board has fired the CEO, but he has refused to leave. And owing… Read More


A Vibrant Semiconductor Manufacturing Model for the US

A Vibrant Semiconductor Manufacturing Model for the US
by Scott Jewler on 06-30-2020 at 10:00 am

Semiconductor Revenue 2019

Having spent the last 30 years in semiconductor manufacturing, eight years of this living and working in Asia, it is both exciting and unsettling to see renewed political interest in the revitalization of this industry in the United States. Gone are the days of ‘It doesn’t make any difference whether a country makes computer chipsRead More


GSA: At the Helm Panel Discussion

GSA: At the Helm Panel Discussion
by Daniel Nenni on 06-30-2020 at 9:23 am

Have you heard the news? We’re hosting an exciting panel discussion on July 8 and are extending a complimentary invite for you to join our webinar, At the Helm.
The semiconductor industry is entering an era of tremendous growth in multiple end-markets. Join industry leaders and entrepreneurs as they discuss the opportunities
Read More

Newsflash Chip Equip Blockade Back on!

Newsflash Chip Equip Blockade Back on!
by Robert Maire on 03-29-2020 at 2:00 pm

US China Blockade


Blocking chip sales to Huawei back on front burner
Covid19 & China Trade are equally bad
Long lived Uncertainty could “plague” industry sales going forward
Political Predictability worse than Disease Predictability

Reuters broke a story today that the proposed licensing of chip equipment to prevent “bad… Read More


Semiconductor Recovery in 2020?

Semiconductor Recovery in 2020?
by Bill Jewell on 02-24-2020 at 6:00 am

GPD 2019 Semiconductors SemiWiki

Semiconductors down 12% in 2019
World Semiconductor Trades Statistics (WSTS) reported the world semiconductor market in 2019 was $412 billion, a 12.1% decline from $469 billion in 2018. Most of the decline was in the memory market (primarily DRAM and Flash) which was down a third from a year ago. However overall semiconductor … Read More


Good December but March variable due to Coronavirus

Good December but March variable due to Coronavirus
by Robert Maire on 02-07-2020 at 10:00 am

Coronavirus
  • Trend remains positive for 2020 overall
  • New tools & EUV suggest better growth in 2020
  • Calendar 2019 ends on strong foundry note

KLAC reported revenues of $1.509B and EPS of $2.66 NonGAAP versus street of $1.48B and $2.58.  Foundry (TSMC) was obviously the big driver of the quarter and into 2020 as well.  Memory remains subdued… Read More