Although the rejection of the Lattice deal was expected, it none the less has an impact on a number of dynamics in the chip industry and further M&A and consolidation. Freezing out China removes a “catalyst” in the market which help bid up values and add fear to both potential targets or those left out. Cross border… Read More
Tag: utek
When will Intel strike back?
Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More
Samsung 14nm is the one delayed!
As you may have read, the CEO of Ultratech made some unfortunate statements on the recent quarterly conference call in regards to FinFET Yield. As a result there has been a lot of speculation about the who, what, and why. I blogged about it because it interested me personally plus I wanted to collect more data on the subject. Some of … Read More