GSA: At the Helm Panel Discussion

GSA: At the Helm Panel Discussion
by Daniel Nenni on 07-08-2020 at 9:00 am

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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
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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


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


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

Well 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 out the front door… Read More