Not as much new – No breakthrough announcements, 300 watts is better than 250 watts – Pellicle Problems, TSMC is EUV king – Third times a charm? We attended this years SPIE Lithography convention in San Jose as we have for many years. Although the show was quite enthusiastic and EUV was the central topic, as it has… Read More
The amount of negative news and information about the semiconductor industry seems to be increasing at a faster rate. Micron put up a better quarter than expected but more importantly guided less than expected. We are surprised that the street is surprised as the decline in memory pricing is well known and Micron has been clear about… Read More
Next week is SPIE, the leading lithography networking event here in Silicon Valley. Scott Jones is not only attending but also presenting at the 15th Annual LithoVision on Sunday. I will be at SPIE as well so if you want to meet up let us know. We will publish a blog on Scott’s presentation the morning of for those who cannot attend.… Read More
