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Cymer Inc. Message Board

jamulmike 502 posts  |  Last Activity: 7 hours ago Member since: Oct 10, 2011
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  • We will have silicon back this quarter and the results will help fine-tune our next generation 14-nanometer FinFET designs. We believe now that we are amongst the elite companies in the world that have a full design floor for 14-nanometer FinFET products and have actually taped out silicon. We are very proud of this achievement by our R&D team.

    Sentiment: Strong Buy

  • Mahesh Sanganeria - RBC Capital Markets
    Thank you very much. I had a question on the foundry commentary you made that spending is up flat to up slightly. TSMC guided for 20% increase in CapEx. So I'm assuming other customers are probably reducing the spending. Can you talk about where the cut is coming from, is that other customers, is it in the FinFET area or they’re reducing the investment in mature technologies?
    Martin Anstice - President and CEO
    I don’t know that I can easily answer that question. I mean we are assuming that all of the foundry customers are making investments in this calendar year and we’re assuming that at least two-thirds of the wafer starts in the industry are getting added at the 14, 16-nanometer technology node. And as you’ve heard from two of those customers I think the 28-nanometer demand is not insignificant. So that’s kind of in the mix as well.

    Sentiment: Strong Buy

  • Reply to

    UMC CC: 14nm tape out 2Q15

    by jamulmike Jan 28, 2015 11:37 AM
    jamulmike jamulmike Jan 28, 2015 11:39 AM Flag

    Steven Pelayo - HSBC
    5% quarter-on-quarter, okay. Can you comment a little bit, I think you’ve talked about having 12,000 to 15,000 in production of 20-nanometer, going to get it to 20,000 over 20,000 by mid-year. Is this pretty much to that 12,000 to 15,000 fully loaded today or what’s your utilization rate at 20-nanometer?
    Chi Tung Liu - CFO
    It’s around, we’re currently around 70%

    Sentiment: Strong Buy

  • Po-Wen Yen - CEO
    I’ll need to update our 14 finFET technology development is on track. And now we are expecting the process will be ready for curtains tape out in the second quarter this year.

    Sentiment: Strong Buy

  • "natural tendency toward complexity will last for another five years."
    Like I said. For the last 10 years.
    Just the start.
    (Cymer)ASML.

    •“An explosion in analog complexity” propelled Skyworks to its ninth straight quarter of earnings growth and double-digit sales growth.

    Skyworks Can Do Complicated

    For those unfamiliar with the industry, the explosion in complexity that Aldrich is talking about involves the signal processing required for smartphones to transmit and receive data wirelessly. Devices must be "tuned" to the right frequency band or channel to work, which is largely accomplished with RF filters.

    As I explained in November, today's mobile devices need to support more and more bands. Upwards of 50 in some cases. And each one requires a separate RF filter.

    It's not simply the need for more filters in each device that is complicating matters, though. It's the fact that the proliferation of bands means more and more advanced filters are required to get the job done.

    Here are the three most important points to realize:
    •Increasing complexity is the driving force in the industry. If you have any doubt, consider how many times executives and analysts talked about it on the conference call. "Complexity" was mentioned 21 times; "filters" were mentioned 22 times.
    •This isn't a short-term industry tailwind. Despite Arya's suggestion on the call that we may have hit a saturation point in the market, Aldrich strongly disagreed, saying, "I think it would be a mistake to interpret the current suite of phones as being some kind of the high point in band proliferation." He believes the natural tendency toward complexity will last for another five years. Based on my research, executives at other leading RF chip companies universally concur.

    Sentiment: Strong Buy

  • Bruno Guilmart, Kulicke & Soffa's President and Chief Executive Officer, said, We were pleased to exceed our own expectations in the December quarter. Ongoing technology shifts enabling copper and QFN (Quad Flat No-lead) capability, as well as our broad exposure to macro industry trends such as the internet-of-things add further support to our core business and allowed us to surpass the high-end of guidance."

    Sentiment: Strong Buy

  • And,...
    The customer will demand 24-bit sound to go with Smart 4K. SOON.
    Bit intensity?
    Just the start.
    (Cymer)ASML.

    Jim Flaws - VP And CFO
    Rod it’s probably a little premature, because I don’t have the final numbers for December but directionally I continue support what you said. I think that we felt, first all prices came down more than we originally expected. And that particularly a large size of consumers are choosing 4K overwhelmingly. But I just don’t have final numbers. But I think in 10 days I'd ask you to direct that question at our display market team which will be in New York. We may have better data there. Just speaking personally, but the CFO’s spin on it, I think 4K will be better than our official numbers.

    Sentiment: Strong Buy

  • Sales of our 100-gigabit per second connectivity products grew during the December quarter. I’m happy to report that our 240-gigabits per second X-Weave product revenue continues to ramp. The X-Weave family represents our next generation of connectivity products and it’s the platform in which we are leveraging our base business IP to provide valuable solutions for connectivity within and between datacenters. We expect growth in X-Weave revenue to replace some of the revenue generated by our older connectivity products.

    Sentiment: Strong Buy

  • This morning, we announced HeliX 2, the industry’s first fanless high performance 28-nanometer embedded ARM 64-bit SoC targeted at a wide range of embedded applications and we are excited to report that we already secured tier 1 design wins for this product.

    Sentiment: Strong Buy

  • Reply to

    FSL CC: MCUs UP +15% YoY. Auto cited.

    by jamulmike Jan 28, 2015 8:32 AM
    jamulmike jamulmike Jan 28, 2015 8:43 AM Flag

    32-bit screams bit inflation.
    Then,...
    64.
    Then,...
    128.

    Harlan Sur - J.P. Morgan
    Thanks. Good afternoon and solid job on the quarterly execution. Within the MCU business, obviously the team has had solid design win traction in 32-bits. I think the team has said previously that exiting 2014, the 32-bit would make up about half the business. Did the team achieve that in 2014? And does that mix continue to expand here in 2015?
    Mitch Haws - VP, IR
    Yeah. Harlan its Mitch, we're probably getting closer to that as we exited 2014. If you look at the growth in Microcontrollers, the growth really was in 32-bits. We saw a more flattish performance in 8 and 16. But all the growth in 2014 was 32 and we're approaching that threshold that you talked about

    Sentiment: Strong Buy

  • Reply to

    FSL CC: MCUs UP +15% YoY. Auto cited.

    by jamulmike Jan 28, 2015 8:32 AM
    jamulmike jamulmike Jan 28, 2015 8:36 AM Flag

    So we see car production looking fine for 2015. And we also believe that content will continue to expand as well. I mentioned this a couple of time before, but the -- I think we are kind of in the third wave of electronic content expansion in cars. When you think about it, I don’t know maybe, 20-25 years ago it started with electronic fuel injection, maybe a dozen years ago or so plus or minus a little, you saw things like airbags and like brake systems taking off.

    But, now you've got radars, you've got infotainment systems, you've got -- so semiautonomous cars you've got connected vehicle, you've got sort of a third wave happening. We are really excited about content.

    Sentiment: Strong Buy

  • Looking at the individual product group performance. Microcontroller net sales were $232 million, down from
    Bit inflation on steroids.
    14nm cheaper than dirt stuffed in everything.
    Then,...
    10nm, 7nm, 5nm.
    And,...
    More Than Moore.
    Just the start.
    (Cymer)ASML.

    Q3 as expected. Over the year, Microcontroller grew 15%. The year-on-year growth was driven primarily by sales of 32-bit MCUs and sales of our application processors in the Automotive market.

    Digital Networking revenues were $217 million, down from Q3 as expected. For 2014, the overall business grew 13%, while our multi core revenues grew nearly 50% and now represent 40% of our digital networking revenues.

    Automotive Microcontroller revenues were $271 million, down from Q3 due to expected seasonality. For the year revenues grew 12%, driven by automotive growth in all regions.

    Sentiment: Strong Buy

  • The tsunami of bit intense A/V stuff has just started.
    Only SSS spews chunks.
    The Smart Home has just started.
    The Smart Everything has just started.

    •The company's strong results were boosted by sales of larger-screen TVs, fiber optic sales in the "fiber-to-the-home" market and Gorilla Glass 4 for smartphones.

    Sentiment: Strong Buy

  • SanDisk has a 5 year head start.
    I would not buy from someone who has badmouthed SSS for 5 years.
    128 layer/level 3D NAND SSS will blow the doors off of HDDs.
    Think SSS.
    Insist on Cymer as they are HERE.
    ASML.

    Sherri Scribner - Deutsche Bank North America
    Okay great. And then, just thinking about the enterprise SSD market, that business looks like it was up 20% for you year-over-year. What types of growth expectations do you have for that segment going forward? Thanks.
    Steve Milligan - Chief Executive Officer and President
    Yes. We had a very large order at Q2 last year. If you look at the sequential, it is pretty strong and we have indicated that would expect to grow faster than the market and the market is expected to grow at about 40% and we’re staying behind that trajectory.

    Sentiment: Strong Buy

  • jamulmike jamulmike Jan 28, 2015 6:31 AM Flag

    Remember?
    Nokia fone sales actually increased for several years as their share "fell off a cliff".
    They did a WinTel.
    Totally missed the boat on The Mobile Model.
    With SSS, history WILL repeat.

    Sentiment: Strong Buy

  • There are STILL "experts" claiming SSS will not totally replace HDDs.
    Clowns...
    Three years ago the "experts" said SSS way too expensive and yada yada to replace any HDD.
    IBM told us, too, PCs were just niche arcane business thingies.
    Clowns...
    Speed kills...
    The HDD.
    (Cymer)ASML.

    In our business we saw particular strength and demand for capacity enterprise and video surveillance hard drives and for enterprise SSDs. As anticipated there was a seasonal demand uptick for branded products

    Sentiment: Strong Buy

  • There is no way 14nm 86'ers and ARMites can tolerate lagging edge bloated power sucking motherboards.
    The only next step is 2.5-3D interposers.
    Look for a ton more consolidation on top of the ton already done.
    Simply massive disruption is NOT traitor shill Armageddon.
    Fewer doing a ton Moore.
    (Cymer)ASML.

    •Lattice Semiconductor agrees to acquire Silicon Image for $7.30/share, representing an equity value of ~$600M and a 23.7% premium to SIMG's closing price on Jan. 26.
    •LSCC believes the deal will expand its opportunities in consumer, communications and industrial markets, and expects $32M in synergies that are expected to be immediately accretive to earnings.
    •LSCC says it has received a $350M financing commitment from Jefferies to help pay for the deal.

    Sentiment: Strong Buy

  • With stuff flyin' in The IoE, bit intense security is going to be huge.
    Drones, like GoPro kinda stuff, seem to be another of oh soooo many Next Big Thing. Just like fones and Eink readers, will be ever more bit intense.
    Tracking drone traffic will be bit intense.
    (Cymer)ASML.

    CryptoManager does just that as it includes the cryptographic process or core that is easily integrated into any chip, combined with secure servers or infrastructure as we often call it to inject cryptographic keys into the processor as well as enterprise-class software to manage the infrastructure remotely

    Sentiment: Strong Buy

  • Brick & Mortar picking up the pace.
    Lowes testing interactive information kiosks.
    Just the start.
    (Cymer)ASML.

    NCR Corporation Bolsters its SelfServ Checkout Portfolio - Analyst Blog

    Over the past few years, self-checkout transaction systems have experienced a surge in demand. Technology services company, NCR Corporation (NCR) recently unveiled a new self-service checkout solution, NCR SelfServ 90.

    This new offering can be deployed as a free-standing self-checkout kiosk or fitted on a countertop or even fixed on a wall. It is the latest addition to the family of NCR FastLane SelfServ checkout solutions.

    Sentiment: Strong Buy

  • The Pet Industry is simply huge. Absolute zealots.
    Pet parents will simply lap (I crack myself up) these up.
    The Mother of All Paradigm Shifts.
    (Cymer)ASML.

    SANTA CLARA, CA--(Marketwired - Dec 16, 2014) - Petzila, a pioneer of the pet tech sector and protagonist to the Internet of Pet Things throne, has announced they have selected the Marvell® MC200+8782 Wi-Fi microcontroller module and Marvell's EZ-Connect™ software platform to support PetziConnect™, an ingenious way for pet lovers to interact with their pets anytime, from anywhere.

    Sentiment: Strong Buy

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