Dan is joined by Chris Shrope. Chris leads high tech product marketing at Model N, a compliance leader for high-tech manufacturers. Chris has deep experience defining product market fit and related new product development activities. He received his MBA and holds certifications in Economics, Law, Product Management and Marketing.… Read More
-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report
We always … Read More
-Gordon Moore’s passing reminds us of how far we have come
-One of many pioneers of chip industry-but most remembered
-The most exponential & ubiquitous industry of all times
-“No exponential is forever”- Gordon Moore was an exponential
He will be remembered most for his observation… Read More
-Lam Research chops guidance, outlook & headcount sharply
-Further declines as 2023 will be H1 weighted- No end in sight
-System sales cut by more than half as even service is cut
-Memory is the culprit as expected-Forcing business “reset”
While Lam reported a good December,… Read More
Matt Genovese is the founder and CEO of Planorama Design, bringing over 25 years of career experience in high-tech, spanning semiconductors, hardware, IoT, IT, and software product development. He has a strong track record of planning, launching, and shipping products that work. Matt’s company, Planorama Design, is a software… Read More
Electronic Design Automation (EDA) is a critical industry which enables the development of electronic systems. Traditionally, EDA has been bifurcated into two distinctive market segments: Semiconductor and Systems (PCB). If one were to look at the EDA industry in the early 1970’s, one would find significant capabilities… Read More
-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA
Revenues were $2.7B with EPS of $7.06 versus street… Read More
Semiconductor chips are all tested prior to shipment in order to weed out early failures, however there are some more subtle reliability effects that only appear in the longer term, like clock aging. There’s even a classic chart that shows the “bathtub curve” of failure rates over time:
If reality and expectations… Read More
The CHIPS and Science Act has its fair share of critics, with detractors calling it corporate welfare for “losers” like Intel, or lacking guardrails to prevent companies making legacy chips in China.
One of the most vocal opponents of the act has been China’s communist-ruled government.
The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More
