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Until a bit of the dust settles on Wall Street I’ve decided that it is best to cruise the modern InterTubes for stories about the chip industry. Here are a few that I have been pondering: Over on the EE Times website Mentor Graphics CEO Wally Rhines writes a piece about the deconsolidation in the chip [...] Over the years a number of companies in the semiconductor and semiconductor equipment community have been labeled as “Canaries in the Coal Mine.” Back in the mid-90’s my partner(s) at INFRASTRUCTURE tagged wire bond equipment supplier Kulicke & Soffa as one of the most important canaries. We had several reasons for doing [...] IC Insights released a research bulletin earlier this week noting that the chip industry grew 8% in the first half of this year. They also said that Intel widened their lead over Samsung as the largest chipmaker in the world. “As shown in Figure 1, Intel remained firmly in control of the number one [...] I’ve been spending some time with the presentations given at Semicon West this afternoon. What I am particularly interested in is the amount of money companies are going to have to shell out to stay in the game. Years ago I wrote some pieces about the memory business – calling it a “No-Limit-Poker” [...] I’ve mentioned this before but I really want to reiterate it again. “The practice of estimating quarterly earnings has become the lowest common denominator of all the tasks an analyst can bring to the table.” We’ve seen it in the past and we are seeing it this quarter. While the stocks may react for a day [...] Received another message from an industry friend linking to a story about Apple moving away from Samsung to Taiwan Semiconductor. I know, that’s really not new news – the story has been floating around for a while. In the last few weeks it has become more visible when you pin it [...] |
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