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
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
For the last decade, semiconductor industry analysts have been writing articles and giving presentations that predict the increasing consolidation of the industry to the point where a few large companies dominate worldwide sales of semiconductor components. In recent years there has been some justification for this view… Read More
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
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
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
