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Tag: Semiconductor Advisors

SPIE Let there be Light! High NA Kickoff! Samsung Slows? “Rapid” Decline? – Semiwiki

Semiconductor
– High NA EUV’s coming out party – “Dawn” of the Angstrom Era– Well attended, positive vibes, not much new but good progress– Concerns...

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Micron Mandarin Memory Machinations- CHIPS Act semiconductor equipment hypocrisy – Semiwiki

Semiconductor
-We think China issue is overblown- Zero sum game theory-US should respond Tit-for-Tat and then some- Chop Chinese Chips-Chip equip makers duplicitous behavior- smacks...

Report from SPIE- EUV’s next 15 years- AMAT “Sculpta” braggadocio rollout

Semiconductor
-We attended the SPIE lithography Conference in San Jose-No significant news or announcements on EUV-Focus on 500WPM target and High & Hyper NA rollout-AMAT...

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs

Semiconductor
-Samsung said its not reducing its capex despite downturn-A clear indication they want to take share/kill Micron & others-Is the US government subsidizing predatory...

U.S., Japan & Dutch versus China Chips & Memory looks to be in a long downturn

Semiconductor
-US, Japan & Dutch agree to embargo some China chip equip-Goes beyond just leading edge & will increase negative impact-China might catch up in...

Samsung Ugly as Expected Profits off 69% Winning a Game of CAPEX Chicken

Semiconductor
-Samsung off the same chip cliff as Micron- “No skid marks”-Samsung may be winning at a game of “Capex Chicken”-No expectation of recovery any...

Micron Ugly Free Fall Continues as Downcycle Shapes Come into Focus

Semiconductor
-Micron off the proverbial cliff and falling faster-Looking at a much longer/deeper decline in memory-Layoffs, capex cuts, slowdowns- battening down the hatches-Micron seems to...

LRCX down from here – 2023 down more than 20% due to China and Downcycle

Semiconductor
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Chip Train Wreck Worsens

Semiconductor
-Semi Equip go from bad to worse as TSMC cuts capex-Numbers will be slashed for December quarter-So far just a handful of exceptions to...

Semiconductor China Syndrome Meltdown and Mayhem

Semiconductor
-Commerce Dept drops a 100 page nuke on the Semi industry-Many words but not a lot of clarity on exact impact-Implementation & interpretation will...

Micron and Memory – Slamming on brakes after going off the cliff without skidmarks

Semiconductor
-Micron slams on the brakes of capacity & capex--But memory market is already over the cliff without skid marks-It will likely take at least...

The Semiconductor Cycle Snowballs Down the Food Chain – Gravitational Cognizance

Semiconductor
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KLAC same triple threat headwinds Supply, Economy & China

Semiconductor
ThreadsXFMvcEntityArrayCollection Object ( => Array ( ...
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