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Cymer Inc. Message Board

jamulmike 329 posts  |  Last Activity: 11 hours ago Member since: Oct 10, 2011
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  • Remember?
    Cymer lights don't make sales/margins/profits.
    Cymer lights make units/layers/bits.
    A very big distinction.

    Clifton A. Pemble - President and Chief Executive Officer

    Thank you, Kerri, and good morning, everyone. As previously announced, Garmin reported second quarter revenue which was down only slightly year-over-year, despite significant downward pressure caused by a stronger U.S. dollar. In the quarter, we shipped over 4 million units, representing an 8% increase over the prior year.

    Sentiment: Strong Buy

  • Reply to

    UMC record shipments

    by jamulmike 12 hours ago
    jamulmike jamulmike 12 hours ago Flag

    the yahoos actually deleted PR from another site

  • this is 5th attempt

    Sentiment: Strong Buy

  • Way toooo little.
    Way, way toooo late.
    Did a Nokia.
    A WinTel.
    A Sony.
    An IBM.
    A RIMM.

    Steven Fox

    I was wondering if you could talk a little bit more about your SSD business. It has some fantastic growth over the past year. What are the key drivers and how do you think your growth is comparing to the marketplace at this point?

    Steve Milligan

    Sure couple of comments on that, the first thing is that from an overall growth perspective we do believe that we are gaining market share in that market. And so we are exceeding industry growth averages. The lion’s share -- this is consistent with the past, the lion’s share of revenue continues to be related to our SaaS based SSD product. The one really encouraging thing from my perspective is that we're beginning to see a much more meaningful contribution from our PCIe NVM product. It's still relatively small compare to the 244 but we saw a nice pick up from counter in Q1 into counter Q2, we’re gaining increasing momentum and we expect, as I indicated in my prepared remarks that the revenue contribution from those products will continue to increase as we move through fiscal 2016

    Sentiment: Strong Buy

  • HDD and PCs guys are delusional.
    They think they need to crank out ever cheaper slug slow PCs. Power sucking, heat generating PCs.
    Customer has gone blazing fast, instant on Mobile.
    PC guys never smelled the coffee.
    Never picked up the pace.
    Simply massive disruption is NOT Armageddon.
    Ask Apple about Mac. Google about ChromeStuff. Even MicroSoft about Surface.
    Just the start of Chip & Screen Age. Smart Thingies.

    To what extent that’s happen, that’s difficult to determine. But clearly our customers do not want to have or do not want to run the risk of having, “obsolete inventory” in front of the Intel and the Microsoft transition. So that’s clearly caused them to draw their inventory levels down. The second thing is that we naturally are going to decline faster than the broader PC market because of the increasing attach rate of solid state devices replacing hard drives, which is consistent of by the way with our expectations. So that helps explain at least some of the disconnect on our numbers versus the broader PC industry.

    Sentiment: Strong Buy

  • ASML has told us, repeatedly, EUV insertion will vary among chip makers.
    We, also, know shills have told us, REPEATEDLY, The Wall was hit a decade ago. That's because they are paid handsomely to contort and distort.

    Focusing on one element of that headline today, at our recent Investor Event we discussed how the patterning market for Lam likely grows through the 5-nanometer technology node with or without EUV. An important dynamic within this segment is the increasing relevance of spacer-based patterning. Spacer-based quadruple patterning as we illustrated in our Analyst Meeting can increase the number of deposition, etch, and clean passes up to five times driving the need for process variability control and cost reductions.

    Sentiment: Strong Buy

  • Will Widows10 forward save the 20th word processor PC guys bacon?
    The Mobile guys are en fuego. PC not so much.
    Dirt cheap anemic HDD PCs is not the answer. Been flogged for years as sales "fall off a cliff".
    Customer used to instant on blazing fast NAND Mobile stuff.
    Once you go blazing you never go back.

    So, there is a bunch of factors that can impact the pace of 5G deployment around the world. And I think what we are seeing is definitely an increasing level of activity, because I think people are now – there are viewing 5G as this is not just an enhancement to the existing networks. There is a big need among first – both from a capacity standpoint, there is also a big need from an M2M standpoint. There is lot of re-architecting of the network that has to take place that deliver IoT services, M2M services, so depending upon the appetite for those services in particular regions of the world that can also drive deployments. The net effect though is that the worldwide standards begin to move pretty rapidly.

    Sentiment: Strong Buy

  • shills will always howl The Static Model (the 1960's repeating) to induce traitor volatility. traitor paradise.
    Intel's new memory looks to augment NAND not replace.
    Sensor hubs did not exist a few years ago. The '60's never have nor never will repeat.
    The Mother of All Paradigm Shifts is NOT Armageddon. Just the opposite.
    LCD did not end TVs. Just disrupted CRT.
    Here, history DOES repeat.
    Just the start.

    Meanwhile, this morning, QuickLogic unveiled EOS, a chip declared to be "the world's most advanced sensor processing SoC." The company promises 80% more processing power than standard ARM microcontroller-based sensor hubs, and the ability to support always-on voice applications (e.g. OK Google) while consuming less than 350 microAmps of power.

    Sentiment: Strong Buy

  • parrot dom cuc on cnbc this AM.
    S&P earnings 50% in.
    If trend continues, 2Q earnings will be up fractionally..
    Main Street continues to work around manipulated nose bleed commodities which are, now, correcting strongly.
    Is slime street, now, manipulating the Dollar?
    What don't they manipulate?

  • WAGs are treated as facts by slime street even though they're never in same universe.
    talking head evening news cuts and pastes whatever BeeS slime street pumps out.
    Same with print news.

  • jamulmike jamulmike Jul 28, 2015 4:22 PM Flag

    I've seen the 4K stuff. From a few away, the difference between HD and 4K is very noticeable.
    4X pixels means 4X bits.
    Then 8K
    8X bits.
    24-bit Audio?
    Off the charts bits.

    Sentiment: Strong Buy

  • In terms of applications, curved TV performed strongly. In the first five months of the year, the total numbers
    Bit intense 4K.
    Just the start.
    The Mother of All Paradigm Shifts is just the OPPOSITE of shill Armageddon.

    sold exceeded I million unit, that was higher than the total sales of last year. 4K TV saw sequential growth, most of that was gross of large size 4K TV was particularly strong, at AUO in the 50 inch and above panel segment. 4K now accounted for more than 30% of our shipment in the second quarter. Looking ahead to the third quarter, year-end holiday promotions and due to weak sales promotion in China will still boost pulling demand.

    Sentiment: Strong Buy

  • Overall market conditions
    Pandora and Netflix are soaring on streaming.
    Only SSS spews chunks in 4K. Then 8K. In 24-bit. Then?
    Think just the start.
    Insist on Cymer.

    It is no secret that music streaming is a fast growing business. In fact, music streaming revenue exceeded physical sales for the first time ever in 2014. Even tech giant Apple (NASDAQ:AAPL) introduced its own music streaming service about a month ago. So, the overall market conditions for the streaming market are looking good for Pandora. But does it really?

    Sentiment: Strong Buy

  • This quarter, we announced a collaboration with TSMC for IoT IP subsystems with our Tensilica Fusion DSP, plus our analog interfaces, and peripheral and sensor interfaces. Demand for high-performance-wired-interface IP cores for servers and datacenters was strong with a major datacenter OEM adopting our PCIe Gen 4 and DDR4 IP solutions. In memory space, we had our first 10-nanometer DDR4 physical interface IP win.

    Sentiment: Strong Buy

  • Reply to

    40% of S&P 500 in. 73% beat on earnings

    by jamulmike Jul 28, 2015 12:13 PM
    jamulmike jamulmike Jul 28, 2015 2:23 PM Flag

    All this on what shills call "investor" "concerns" that NEVER materialize.
    talking head supposed nightly news guys parrot verbatim as fact.

  • Dozens and dozens of 1%'ers. While shills whine no 10% "healthy" pullback (ignoring the 9.8% 1 in just the last few months).
    Talk about major contort and distort.

  • Lip-Bu Tan - President and CEO
    So let me address one by one. First of all you mentioned about the custom analog and SPB side. And IoT and consumer electronics actually driving tremendous growth demands for our tools like Virtuoso. We have this electrical aware design that turned out to be very helpful for them. And then the other part is, if you recall, we acquired Sigrity that integrated together with our Allegro that provide a whole system analysis from power, signal and a whole PCB side. And a couple of thing I just want to highlight, Asian major car manufacturers adopted Sigrity for their system level analysis. And in fact customer actually pushing for the 10-nanometer and with more and more customer using Virtuoso on the most advanced 10-nanometer design stub. And so I think the 10-nanometer is ramping faster and broader than a lot of people expected.

    Sentiment: Strong Buy

  • Like I said. Over 10 years ago.
    Stuff is, now, really, really flyin'.
    Slug slow 20th lagging edge discrete chip bloated motherboards are doomed.
    Think leading edge SoC.
    Insist on Cymer.

    In the second quarter, we also started the qualification shipments of our new generation 400 GB per second devices for telecom applications, which we expect to become an increasingly larger revenue opportunity in 2016.

  • Nothing screams shrink and SSS like 100G stuff.
    400G! SOON!

    On the telecom side, we saw continuous shipment growth of our telecom linear coherent 100 GB per second and 200 GB second devices used for both longhaul and metro applications. With the new customers we’ve acquired in the second quarter and with increasing demand from our legacy customers, we had a record quarter of 100 GB per second device shipments.

    Sentiment: Strong Buy