In a recent SemiWiki article it was noted that 5 of the top 20 semiconductor suppliers are showing double-digit gains for 2016. At the top of the list was NVIDIA with an annual growth rate of 35%. Most of this gain is due to sales of its graphics processors (GPUs) which one normally associates with high performance computer gaming engines.… Read More
Tag: semiconductors
What is the impact of missing the 7NM node with EUV?
ASML reported a quarter that was slightly below expectations coming in at Euro 1.815B in revenues and Euro 0.93 EPS. Orders were a bit soft at Euro 1.4B but well within the normal quarterly variation of a lumpy business. Euro 28M was lost in a currency adjustment associated with the Hermes acquisition.
The guidance for Q4 was between… Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
eSilicon Revolutionizes Semiconductor IP Selection and Purchasing!
Design starts are the lifeblood of the semiconductor industry which is why we have been following the eSilicon STAR Platform since its introduction with great anticipation. The STAR platform was first launched about three years ago. Today, there are over 1,300 registered STAR users in 52 countries around the world.
The ASIC business… Read More
Shakeup in Analog Rankings
Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking … Read More
TSMC Fab 12 is a Pokemon Go Stop!
It only seems fitting that Fab 12 is a PokeStop since TSMC stands to make a lot of money from the augmented reality gaming craze that is sweeping the world. Unfortunately, most of the press I have read about Pokemon Go has been negative but that is the new “negative media” world we live in. As a player myself (level 25) and a semiconductor… Read More
Embedded Product Development – Make vs Buy
Original Equipment Manufacturers (OEMs) face many questions before building any product. After they are convinced that there is a business potential in their new product, next comes the crucial stage of project execution. They aspire to build the product in-time, maybe before the competitors or better than the competing products,… Read More
AMAT reports strong Q and even better guidance
Last quarter we said that AMAT got its mojo back and it appears to have even picked up speed going into the end of a strong year.
The display business which had been less than reliable in years past has come up with back to back home runs. Applied is growing both its top and bottom line at well above the sluggish market rates and is clearly… Read More
4 Reasons for Bluetooth 5 Adoption in IoT
IoT devices have to be connected but power consumption is usually a real concern. If you think about wearables, like for example fitness wristbands, the time between charges could make or break the product. Even if Wi-Fi looks attractive to connect an IoT device, the system developers have quickly realize that the power consumption… Read More
Semiconductors negative in 2016, positive in 2017
Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.
Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More