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Intel Corporation Message Board

  • dominateamerika dominateamerika Apr 26, 2013 9:53 AM Flag

    KLAC falls down ..

    says things are slow.

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    • From their conference call;
      Richard P. Wallace - Chief Executive Officer, President and Executive Director
      Looking ahead to the remainder of 2013, our outlook for the industry CapEx investment in the year has moderated somewhat from our initial commentary in January, as our customers adopt a more measured outlook for new wafer capacity investment in the near term and prepare for the next node. We believe some of the major factors impacting the timing of equipment demand in the near term include uncertainty in the potential magnitude and breadth of participation among fabless customers for the 20-nanometer node, challenges associated with the transition from planar to 3D device architectures and a persistently weak global economy.
      ----------------------------------------------------------------------------
      Edwin Mok - Needham & Company, LLC, Research Division
      So just to follow up with that. For those developments today that you're saying those are targeting 20-nanometer, are they 14-nanometer and are they specifically for foundry? And I guess on your outlook for the year, are you not factoring in much 20-nanometer investment in the second half of this year?

      Richard P. Wallace - Chief Executive Officer, President and Executive Director
      No, not a lot of investment on the second half for 20, still some, but I would say a little broader participation. So maybe some of the players that haven't been as active in 20 already will participate, but we're modeling relatively modest on a compared basis. And toward the end of the year, more investment associated with maybe the later phases of 20 and some of the sub-20 work.

      • 3 Replies to justfine790
      • If stock is down they just beat it - shoot first - asked questions later.
        That the typical WS attitude - few look deeper.
        Certainly KLAC was not as positive as Lam but did they really screw up that badly?
        For example revenue recognition for Japan is different compared to RoW.

        The backlog at March 31, 2013, included $218 million of revenue backlog, or products that have been shipped and invoiced but have not yet been recognized as revenue, and $880 million in systems orders that have not yet shipped.....

      • There seems to be big difference between what LRCX/NVLS and KLAC are seeing - order patterns might be different.
        I believe LRCX said that there would be 20 to 30k waferstarts @ 20nm by the end of the year

        "No, not a lot of investment on the second half for 20,"
        One would (at least I) got the impression the ARM foundries ( I assume 20nm = foundries) are not really in a hurry

      • da*n ...great info justfine...sounds like not a lot of support for tsmc 20nm

    • people don't understand what "revenue recognition" means - they don't understand the difference between shipments and revenue
      as you can see LRCX/NVLS is UP - so moved some stuff from LRCX into KLAC