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While I try really hard to avoid the quarterly earnings brouhahas I think it is worth it to mention a few things about the report Lam Research released last night. Suffice to say, Lam beat expectations and guided the next quarter higher than expectations. We have been discussing amongst the INFRASTRUCTURE minions [...] Earlier today Samsung and Acer noted the impact the Thai floods will have on their business. Here are some pictures from inside Western Digital’s Thai Factory: Inside WD’s flooded Thai factory • Channel Register. I sent this to a few of my friends in the industry. One industry exec had this to say: It turns [...] Following on the heels of the lower-than-expected guidance from Applied Materials just a short week ago, Novellus provided investors with a mid-quarter update after the close of today’s trading session. In a nutshell: Customers of Novellus have become incrementally more cautious and they have curtailed their expansion plans. CEO Rick Hill said a contagion [...] From EE Times and yesterday’s Global Foundries Conference we hear from several industry leaders. The header for the discussion: Electronics enters era of ’systemic risk’ During a panel at the conference Aart de Geus, chief executive of Synopsys, had this to say: “We’re not just dealing with silicon scaling complexity but with a [...] I suppose I could comment on HP and the news from Apple but there’s plenty of fodder for that on the worldwide InterTubes. Instead, I thought I would wordsmith a few comments about yesterday’s report from Applied Materials. I’ve said it and heard it from others in the industry: “The Achilles heel for [...] 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 [...] Similar to what we’ve heard from Lam Research, Novellus, Teradyne and others in the semiconductor capital equipment sector, Tokyo Electron has revised their numbers for semiconductor equipment capital spending to -10 percent for the year. From the release: “In addition to uncertainty of global economy, demand for consumer electronics such as smartphones and tablets is slowing down [...] Below, for your weekend reading enjoyment, you will find a set of links to some technology company presentations and a few stories from around the modern InterTubes. Many of the company presentations contain the same message – tough sledding is expected for the next few quarters. But never fear, you will also find optimistic [...] A SEMICON West snippet: AMAT launches new products, prepares for 450mm – ElectroIQ. Still digging through the stories from the last few weeks. With Lam Research reporting this evening it’s worth reviewing what Applied Materials had to say at Semicon West. Lam, no doubt, will echo some of these sentiments. Highlights: Eight new products If you are investing in the ATE (Automated Test Equipment) sector there’s a must read series of presentations at this link: SEMICON West – TechXPOT North Two: Test in Transition: Changing Customer Requirements. Several comments from the presentation made by Dale Omhart (Texas Instruments) really stood out: Test contribution to total semiconductor manufacturing costs continues to INCREASE Memory [...] |
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