Subsystems

Gartner: Strategies for Recovery

June 17, 2009
By infras

Gartner presented their “Strategies for Recovery” at a Silicon Valley briefing this week. Color me, jaded. Yeah, I know. I’ve earned a charter membership to that club. I’ve been hosting a pretty good discussion about this session on the subscriber mailing list and I am hoping to land a copy of...
Read more »

Tags: , , ,
Posted in Semiconductor, Semiconductor Equipment, Subsystems | No Comments »

Attending Semicon West?

May 21, 2009
By infras

If you are out surfing around check out the poll over on LinkedIn that asks if people will be attending Semicon West this year. Results are here (you might have to log in to see this): http://polls.linkedin.com/poll-results/37032/nmhbk I’ve heard from several people that booth count is going to be way, way down and that...
Read more »

Tags: ,
Posted in Semiconductor Equipment, Subsystems | No Comments »

Tuesday Scattershoot

April 21, 2009
By Carl Johnson
Tuesday Scattershoot

I was thinking about “the lack of cash issue” today and how it relates to the many hurdles ahead for the semiconductor industry. Getting a bit more specific, I’m thinking about the capital required to develop 450mm and of all things, to fund an industry consolidation. The 450mm question is easy and was...
Read more »

Tags: , ,
Posted in Debt, Financial, Semiconductor, Semiconductor Equipment, Subsystems | No Comments »

No Surprise: MKSI Pre-Announces

April 3, 2009
By infras

Subsystem component supplier MKS (Nasdaq: MKSI) pre-announced earnings for the quarter. No real surprises here. That said, I’ll make a few comments….. Conversations with a few industry friends have mentioned an interesting pattern. Here are some from a veteran of the business: Smaller equipment orders, stuff at/under $50k, are getting pushed...
Read more »

Tags:
Posted in Semiconductor Equipment, Subsystems | No Comments »