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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 [...] This is one of those stories that has been floating around the semiconductor industry since the mid 90’s: IC market to top $300 billion in 2013 – ElectroIQ. However, IC sales will exceed $300 billion for the first time in 2013. The IC market first topped $10 billion in 1980, $100 billion in 1995, and [...] 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 [...] IMS Research has released the MOCVD chapters of a 300-page Quarterly LED Supply and Demand Report that details some big-time shifts in MOCVD adoption for LED manufacturing. Excerpts are in order: In June, the previous quarter’s report lowered the annual GaN LED revenue growth forecast to just 4% to $8.7B on rapid 1H’11 ASP reductions [...] Referencing the Google/Motorola Mobility deal today Felix Salmon writes: “Whither the M&A Scoop?” Not so fast! Believe it or not, a call for this buyout was made two weeks ago. This author makes the case – pointing out many of the items being discussed today: Quick and easy fix for all Android patent problems. Google should [...] 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 [...] Is my e-mail late or what? Just happened to notice that Digitimes is out late this afternoon hawking a report on the tablet market. In their promotional release they say they expect unit shipments to total 65 million for the year. Apparently they have come to the conclusion that [...] 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 [...] |
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