For those who have been paying any attention to the semiconductor industry its no surprise that memory demand and therefore pricing is down from its peak earlier in the year. Its not getting better any time fast.
After several strong years of demand and pricing, which was followed by enormous CAPEX spending we are seeing the standard… Read More
Applied Materials reported a just “in line” quarter but guidance was well below street expectation. AMAT reported EPS of $0.97 and revenues of $4.01B versus street of $0.97 and $4B. Guidance missed the mark by a wide margin with revs of $3.56 to $3.86 and EPS of $0.75 to $0.83 versus already reduced street expectations… Read More
Given that the semiconductor industry is clearly in the midst of a down cycle (even though there are cycle deniers, also members of the flat earth society…), most investors and industry participants want to know the timing of the down cycle and the shape of the recovery as we want to know when its safe to buy the stocks again. … Read More
Tom Dillinger and I attended the Silvaco SURGE 2018 event in Silicon Valley last week with several hundred of our semiconductor brethren. Tom has a couple blogs ready to go but first let’s talk about the keynote by Silvaco CEO David Dutton. David isn’t your average EDA CEO, he spent the first 8 years of his career at Intel then spent … Read More
Production of electronic equipment is healthy based on July and August data. China, the largest electronics producer, showed three-month-average change versus a year ago (3/12) of 13.8% in August. Growth for China has been in the 12% to 15% range since January 2017, picking up from the 8% to 11% range in 2016. South Korea’s electronics… Read More
China didn’t wait around for the US to announce more tariffs or export restrictions, instead it went on the offensive and put an injunction in place to prevent Micron from shipping product into China. Although our view is that Micron will see little impact from this action, the headlines caused the semiconductor sector stocks… Read More
This was my 35th DAC and it did not disappoint, especially when it came to the DAC Drama Department. This year DAC proved once again that it is THE place for semiconductor professionals and academics to learn and network. The big news is that Synopsys did not reserve a booth for 56DAC in Las Vegas next year which resulted in quite a bit… Read More
I joined Texas Instruments (TI) in 1972. Most Stanford PhD’s in my field at that time remained in the Bay Area to work for Fairchild, National Semiconductor, HP or other local companies. But TI was the largest semiconductor company and there were plenty… Read More
EDA companies advertise their physical verification tools, aka DRC (Design Rule Check), mostly in terms of specific engine qualities such as capacity, performance and scalability. But they do not address an equally if not more important aspect: the correctness of the actual design rules.
Put bluntly: It’s not about how… Read More
Samsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B and $19B)….a… Read More
