Semicon West 2019 – Day 4 – Soitec

Semicon West 2019 – Day 4 – Soitec
by Scotten Jones on 08-21-2019 at 6:00 am

Last year at Semicon I sat down with Soitec and got an update on the company. You can read my write up from last year here. A key point last year was Soitec was continuing to be profitable and grow after several years of financial struggles.

On Thursday, July 11th I got to sit down with Soitec’s CEO, Paul Boudre and get an update on… Read More


Hopes of a 2020 recovery but nothing solid yet

Hopes of a 2020 recovery but nothing solid yet
by Robert Maire on 08-18-2019 at 6:00 am

An in line quarter

Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing along a soft… Read More


SECTION II, CHAPTER 6 – SPECIALIZATION IN THE SEMICONDUCTOR INDUSTRY

SECTION II, CHAPTER 6 – SPECIALIZATION IN THE SEMICONDUCTOR INDUSTRY
by Wally Rhines on 08-16-2019 at 6:00 am

Recently, the combined market share of the top ten and top twenty semiconductor companies has been increasing, contrary to the trend of the last fifty years.  Given the acceleration in mergers and acquisitions that began in 2015, one might assume that, as the semiconductor industry approaches maturity, companies are consolidating… Read More


Is Hong Kong a preview of Taiwan? Will HK embolden China to take Taiwan faster?

Is Hong Kong a preview of Taiwan? Will HK embolden China to take Taiwan faster?
by Robert Maire on 08-15-2019 at 6:00 am

On our recent Asian tour, Hong Kong was our last leg, arriving this past Friday and departing Monday, the day the airport stood still. We were on a 2:20PM flight out of Hong Kong back to the states which was one of the last flights to leave before the airport was shut down. Much like the China trade issue, the Hong Kong problem looks to be… Read More


Webinar – Fabless: The Transformation of the Semiconductor Industry 2019 Update!

Webinar – Fabless: The Transformation of the Semiconductor Industry 2019 Update!
by Daniel Nenni on 08-10-2019 at 6:00 am

As more than 343 people (and counting) know, we will be releasing the 2019 updated PDF version of our first book “Fabless: The Transformation of the Semiconductor Industry” via handout at a live webinar. The response has been overwhelming and I want to personally thank you. The webinar will be a brief overview of the book with a question… Read More


Semicon West was sluggish with hopes of 2020 recovery

Semicon West was sluggish with hopes of 2020 recovery
by Robert Maire on 07-17-2019 at 6:00 am

Bouncing along a not too bad bottom
Given that we have followed the semiconductor industry through many down cycles, we can safely say that this one isn’t all that bad by comparison. Everyone, big & small, is still safely profitable and in relatively good shape. Though we are seeing the normal week long holiday shut downs

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#56thDAC Discussion on Calibre in the Cloud Brings Sunshine to SOC Developers

#56thDAC Discussion on Calibre in the Cloud Brings Sunshine to SOC Developers
by Tom Simon on 06-20-2019 at 10:00 am

It was inevitable that EDA applications would meet the cloud. EDA has a long history of creating some of the most daunting compute challenges. This arises from employing current generation chips to design the next generation chips. Despite growing design complexity, many tools have kept pace and even reduced runtimes from generation… Read More


TSMC in the Cloud Update #56thDAC 2019

TSMC in the Cloud Update #56thDAC 2019
by Daniel Nenni on 06-13-2019 at 10:00 am

During my Taiwan visit, prior to Las Vegas, I was fortunate to spend time with Willy Chen and Vivian Jiang to prepare for the cloud panel I moderated at #56thDAC. Willy and Vivian are part of the ever-important Design Infrastructure Marketing Division of TSMC, which includes the internal and external cloud efforts. TSMC first announced… Read More


Ten Things to see @ 56thDAC!

Ten Things to see @ 56thDAC!
by Daniel Nenni on 06-01-2019 at 8:00 am

New products always take precedence since EDA is a “mature” market. I have inside knowledge on this one so I can tell you it is not to be missed. Coincidently, but not really, a related white paper was just published so if you are not going to 56thDAC you can still get a virtual briefing. If you are going to DAC be sure and stop by the Fractal… Read More


Chips are the bleeding edge of China trade war Recovery

Chips are the bleeding edge of China trade war Recovery
by Robert Maire on 05-17-2019 at 7:00 am

Last week we warned of a further down leg due to China trade. We were surprised how quickly our prediction came true as it appears we are now in the midst of giving back all the upside built in to stocks based on a peaceful resolution of the trade conflict which obviously isn’t happening.

Many of the semi stocks we cover were down… Read More