% | $
Quotes you view appear here for quick access.

Cymer Inc. Message Board

jamulmike 387 posts  |  Last Activity: 12 hours ago Member since: Oct 10, 2011
  • In-building wireless market to top US$9 billion by 2020, says ABI Research

    Press release, January 7; Joseph Tsai, DIGITIMES [Thursday 7 January 2016]

    In a recent market study, ABI Research forecasts the in-building wireless market to more than double in revenues by 2020, with the market anticipated to top US$9 billion by 2020. The company predicts that North American activity will drive the overall market, with Europe and Asia-Pacific regions working to pick up the pace during 2016.

    Sentiment: Strong Buy

  • Reply to

    Huawei fone units soar

    by jamulmike Jan 9, 2016 10:00 AM
    jamulmike jamulmike Jan 9, 2016 10:06 AM Flag

    After '15 YoY units jumped 44% to 108M, '16 units to reach 120M according to clowns. O'fer forever clowns.
    Euro and EM strong adoption.

    Sentiment: Strong Buy

  • the yahoos: "This Topic is Deleted"

    Sentiment: Strong Buy

  • shills are very busy oinking contort n distortions.
    another manipulated "healthy" roundtrip like August. "Buying" "opportunity" to follow. What else is new?
    CES stuff very, very exciting.
    Athletic shoes with brains. Belts with smarts. A smart ring.
    Business glasses hitting their stride. TVs getting way, way brighter.
    Oh soooo much more. Even More Than Moore.
    Very, very exciting times.
    Cymer times.

    TSMC's December sales fall 16.1% Y/Y; Q4 sales hit guidance

    Jan 8 2016, 10:36 ET | By: Eric Jhonsa, SA News Editor

    TSMC (TSM +0.9%) had December revenue of NT$58.35B ($1.75B), -8% M/M and -16.1% Y/Y. Seasonality contributed to the M/M drop, while weak PC demand and Apple's decision to partly rely on Samsung for A9 CPU production (it has exclusively used TSMC for the prior-gen A8) contributed to the Y/Y decline.

    Nonetheless, Q4 revenue totaled NT$203.5B ($6.1B), near the high end of an NT$201B-$204B guidance range. Full Q4 results will be delivered on Jan. 14, along with guidance.

    Sentiment: Strong Buy

  • Harman Summit Chip

    Harman's answer to Panaray is its pinnacle Summit system, which uses a new system-on-chip (SoC) technology that provides 24 individual channels of amplification and equalization, Individual Sound Zones (ISZ), QuantumLogic Surround Sound, Clari-Fi music reconstruction technology, and Road Noise Cancellation all on a single chip. (Such a range of functionality used to require four to five digital signal processors and microcontrollers.) This provides scalability with reduced part complexity. Other features include Virtual Venues - €”an expandable list of actual locations that have been programmed into the signal processor so that your chosen music track can sound as if it's being performed in Wembley Stadium or Carnegie Hall. Microphones also pick up passenger voices and repeat them with a site-appropriate echo. Connected Jukebox lets four occupants pair their phones and contribute songs from their personal device libraries to a shared playlist, and the system can automatically find similar music from all devices after a few tracks are selected.

    Sentiment: Strong Buy

  • blocked by the yahoos

    Sentiment: Strong Buy

  • What happened to the 20th HDD camcorder (the PC is next)?
    The 21st!
    The Mother of All Paradigm Shifts!

    While a few smartphones are now capable of shoot 4K resolution, lest we forget there’s a lot more that goes into the quality of the video, such as image stabilization, autofocus, low-light sensitivity, optical zoom, and sound. Sony wowed CES attendees with its AX53 4K Handycam, which seems to excel in all of these departments. Along with a newly developed 20x optical zoom lens, this camcorder rocks a 16.6-megapixel sensor with large pixels, optical SteadyShot image stabilization, autofocus speeds roughly 40 percent faster than previous models (and with more accurate subject tracking), and new microphone technology for high-quality audio capture. Those who shoot at 1080p HD resolution could opt to shoot in 120 frames per second for fun slow-motion effects. The Handycam should be available this spring for about $999.

    Sentiment: Strong Buy

  • Style meets substance with the LaCie Chromé (pronounced “chrome-ay”). Designed by acclaimed industrial designer Neil Poulton, this all-aluminum external SSD is an high-tech homage to a 1935 bronze statue from Constantin Brâncuși, yet it’s what’s under the hood that photographers, videographers and technophiles will be most excited about it. This 1-terabyte flash drive (well, two 500GB drives) is said to be the fastest on the market (USB 3.1 Gen 2), delivering up to 940 megabits per second – fast enough to copy two hours of 4K GoPro footage in about one minute, says the company (now owned by Seagate). This USB-C drive works with laptops, desktops and 2-in-1s from major brands like ASUS, Dell, HP, and others.

    Sentiment: Strong Buy

  • I know.
    I know.
    the shills.
    the 2 shill outlet channels drag on O'fer forever marc faber to proclaim the sky is falling. 40% contraction.
    can the other 20th gloom n doom contort n distorter, jim rogers, be far behind?
    both are harold campings.

    These are very, very exciting times.
    Cymer times.

    Speaking of sleep, Sleep Number is back at CES again this year – this time with its next-generation smart mattress called Sleep Number it (“IT,” but lowercase). Along with the ability to select your desired firmness, this $1,000 mattress is also embedded (pun intended) with sensors that track information while you sleep, including breathing patterns, movement, and heart rate, and you can access this data on a companion app with suggestions on how to improve your sleep. Even better, Sleep Number it can also connect to other apps to glean information on your life that might impact the quality off your sleep (for example, with access to your calendar it might see you have an early morning appointment and suggest you crash earlier than normal). This smart mattress should be available in the spring.

    Sentiment: Strong Buy

  • The days of lagging edge discrete chip motherboards is over...just as are HDD days.
    Think shrink.
    Think 96 layer 3D SSS.
    Insist on Cymer.

    Camtek obtains over $3M in orders from chip packaging/testing firm

    Jan 7 2016, 13:25 ET | About: Camtek Ltd. (CAMT) | By: Eric Jhonsa, SA News Editor

    An unnamed "leading" chip packaging/testing services (OSAT) firm has placed over $3M worth of system orders with Camtek (CAMT +1.5%). The orders will be used for 3D inspection and metrology in advanced chip packaging applications

    Sentiment: Strong Buy

  • I'm waiting for 10nm APU/RAM and 96 layer 3D SSS. Soon.
    Next few years a no brainer.

    MSI’s tiny Windows 10 PC sips power courtesy of Intel Braswell CPU

    By Darren Allan,October 29, 2015Computing


    If you’re in the market for a mini PC, you’re in luck, as there’s a veritable avalanche of compact computers (and dongle PCs) being launched right now, with another about to arrive from MSI.

    The MSI Cubi N measures 116mm x 112mm, it’s 45mm thick, and is a fanless Windows 10 box that boasts the new Intel Braswell processor – a Celeron N3150 – which sips just 15W of power.

    Backing that up you get 4GB of DDR3L RAM (expandable up to 8GB) and an mSATA SSD for storage, with the possibility to bolt on another 2.5-inch drive (an SSD or of course a spinning hard disk if you want to beef up the capacity – though a secondary HDD means the device is slightly thicker at 55mm).

    The Cubi N boasts integrated graphics, 802.11ac Wi-Fi, four USB 3.1 ports, an HDMI port and a 3-in-1 card reader.

    This compact box is also VESA compliant meaning you can mount it on the back of your monitor, neatly hiding the device away. Not only will you not see it, but because the Cubi N is fanless, you won’t hear it either – MSI promises “ultra-silent operation” (though if you do opt for the hard drive, that will of course make the usual slight clicking noises).

    No price has been announced for the Cubi N, but it should be arriving imminently, with the company stating it will be available before the end of October. Expect a reasonable price tag.

    Sentiment: Strong Buy

  • There are 30 drones guys at CES.
    I'll stick with facts.
    With innovators.
    With (Cymer)ASML.

    Intel has unveiled a pair of smart glasses that can help wearers see inside objects. The set of glasses with X-ray-like vision, co-developed by virtual reality firm Daqri, was launched at CES in Las Vegas.
    The smart glasses have been built into a helmet specifically designed for industrial use. Daqri's smart helmet would allow workers to look inside the working of objects such as pipes and other machinery, while also providing them with relevant information such as diagrams, maps, and problem areas that need to be fixed.
    The smart helmet, which has been tested by some Fortune 100 companies across aerospace, construction, oil and gas industries, aims to maximise the safety, productivity and well-being of workers in a variety of industrial settings.
    The device's technology is powered by Intel's latest core processor, the 6th Gen Core m7 processor, and Real Sense camera technology, which was launched in 2014. It also utilises Daqri's computer vision and tracking system, as well as 360-degree sensor array technology.

    Sentiment: Strong Buy

  • Price elasticity on HGH.
    A units/layers/bits/More than Moore bonanza.

    Rackspace closes down 7.2% following AWS price cut

    Jan 6 2016, 16:54 ET | About: Rackspace Hosting, Inc. (RAX) | By: Ryan Foster, SA News Editor

    Rackspace (NYSE:RAX) reaches a 52-week low after Amazon (NASDAQ:AMZN) announced price cuts for Amazon Web Services’ core EC2 cloud computing service.

    The 5% price cuts apply to servers based in the east, west of the US, as well as in Europe (Ireland, Frankfurt), Asia (Tokyo, Singapore), and Australia (Sydney)

    The discounts apply to C4, M4, and R3 server instances running Linux, and mark AWS’ 51st price reduction.

    Sentiment: Strong Buy

  • The Mother of All Paradigm Shifts on HGH.
    A units/layers/bits/More Than Moore bonanza.

    Amazon unit begins selling CPUs for home gateways, Wi-Fi routers

    Jan 6 2016, 17:52 ET | By: Eric Jhonsa, SA News Editor

    Amazon's (NASDAQ:AMZN) Annapurna Labs chip unit, acquired a year ago for a reported $350M, has unveiled (amid CES) a set of 32-bit and 64-bit ARM-based (NASDAQ:ARMH) processors for home gateways, Wi-Fi routers, and NAS storage appliances, along with related subsystems.

    The chips, to be sold under the Alpine label, target a low-end networking/storage processor market in which Marvell (NASDAQ:MRVL), Cavium (NASDAQ:CAVM), Intel (NASDAQ:INTC), and Broadcom (NASDAQ:BRCM) are notable players. Annapurna suggests the Alpine line will be differentiated in part by offering superior general-purpose computing power, thus allowing it to support more higher-level services. It also promises Alpine will support 4K video streaming 10G Ethernet and PCIe Gen3 connectivity, low power consumption, and enterprise-class reliability.

    Asus and Netgear plan to use Alpine. To date, Amazon has been tight-lipped about its plans for Annapurna. There has been speculation the Israeli chipmaker will develop low-power ARM server CPUs that will go into AWS' data centers. For now, AWS continues relying on Intel's x86 server CPUs.

    Sentiment: Strong Buy

  • yawn...
    just another manipulated roundtrip.
    "healthy" and buying opportunity to soon follow.
    with the best government money can buy.

  • iPhone Sales Momentum

    Mark HibbenLong only, tech, chipmakers, softwareSend Message|+ Follow(3,792 followers)

    Seeking Alpha


    Apple has announced record breaking iOS App Store revenue for calendar 2015 and the December holiday season.

    Surpassing last year's December records indicates that iPhone sales growth continues to be strong.

    Apple's data flies in the face of supply chain rumors that depict iPhone as on the decline.

    Even as Apple (NASDAQ:AAPL) investors have been inundated with negative supply chain reports and downgrades from analysts, Apple has released real data indicating strong iPhone sales growth in December quarter. Traditionally, strong iOS device sales in the December quarter have translated into strong app sales in the days following Christmas and New Years. Last year's app sales set new records and served as a harbinger of impressive December quarter iPhone sales. This year, Apple has announced that app downloads again broke last year's records. This bodes very well for the fiscal Q1 earnings report and beyond.

    Sentiment: Strong Buy

  • As Fone bit intensity skyrockets.
    As shills scream fire in a crowded theatre, it’s most probably just a share shift.
    Customer focus shift to IoSE, internet of Smart Everythingy.

    Besides the potential impact from EIP, competitive risks in Europe and China are growing led by Asian OEMs that are bridging their product gap with the iPhone. Worth noting, Huawei recently disclosed that its consumer business group saw sales growing 70% to $20b last year as it shipped 108m smartphones, +44% y/y. While Huawei's presence is hardly felt here in the US, investors should be aware that it's taking market share in both China and Europe as its hardware and software quality is gradually catching, and in some cases surpassing, that of the iPhone. I suspect that AAPL may be losing share to Asian OEMs, a concern that I have highlighted in my AAPL risk thesis (see: Apple: The Party Is Over; Initiating With A Bearish View).

    Sentiment: Strong Buy


    A self-driving car needs technology that can make sense of the thousands of camera images and data from radar and Lidar. Companies such as Nvidia are working on artificial intelligence to decide how to handle the millions of situations a car will encounter. On Monday, the company unveiled a lunchbox-sized automotive supercomputer with the processing power of 150 MacBook laptops. The company says Volvo will be the first automaker to work with the computers. Nvidia says the computers will be able to see images, read street signs, spot pedestrians and process information better than humans. "It really shifts the game then to a software-defined vehicle," said Daniel Shapiro, Nvidia's director of automotive marketing.


    Today's luxury cars have about 50 computers and run more than 100 million lines of software code, more than a large passenger jet. But the wiring in cars is already strained and won't transfer data fast enough for advanced safety devices. Delphi will show off a new wiring architecture to handle 1,000 times more information, so cars won't be obsolete as soon as they leave the dealer. The technology will come to Audi vehicles first this year and handle radar and cameras for automatic emergency braking. But it also can integrate Lidar. Jeff Owens, Delphi chief technical officer, says data travels slowly on car networks now — inadequate for safety and other critical functions. "Literally every nanosecond counts," he said.

    Sentiment: Strong Buy

  • jamulmike by jamulmike Jan 6, 2016 10:38 AM Flag

    Chinese electronics giant Huawei took aim Tuesday at the premium segment dominated by Apple, unveiling a new large-screen smartphone along with a tablet and luxury smartwatch.

    As it unveiled its latest flagship smartphone called the Mate 8 at the Consumer Electronics Show, Huawei said it sees a path to becoming the number two global vendor in the sector -- a spot now held by US-based Apple.

    "Every year, every month, we are increasing our market share," said Huawei consumer devices chief Richard Yu.

    "Within a few years we believe we can be number two."

    At CES, Huawei announced the launch of its premium flagship phone claiming better performance and battery life than rivals made by Apple and Samsung.

    With a six-inch display, it still has a smaller overall footprint than similar smartphones, said Kevin Ho, who heads HuawHuei's handset operations.

    The Mate 8 will launch in 30 countries -- but not the United States -- starting at 599 euros ($650), in line with flagship models from Apple and Samsung.

    The first wave of markets where the Mate 8 will be launched are in Europe, Latin America, the Middle East and Asia.

    Ho said the new device has a battery life of more than two days. It has a fingerprint identification system for payments, improved camera audio and microphone technology.

    Huawei designed its own chipset for the device, ensuring it stays cool despite high performance, Ho said.

    "High performance does not always mean hot," he said.

    Sentiment: Strong Buy

  • Novartis teams up with Qualcomm on smart inhaler

    Jan 6 2016, 08:36 ET | About: Novartis AG (NVS) | By: Douglas W. House, SA News Editor

    Novartis (NYSE:NVS) and Qualcomm (NASDAQ:QCOM) subsidiary Qualcomm Life will collaborate on the development of a digital version of Novartis' Breezhaler inhaler device used to treat patients with chronic obstructive pulmonary disease (COPD).

    The next-generation device, incorporating a small, disposable low power module, will enable patients to have access to their own real-time data related to their use of the product. The module will wirelessly transmit the data to the user's smartphone and a Novartis COPD mobile app, which sends the data to the cloud, allowing patients and their healthcare providers to monitor their condition. The connected device will be ready to use with no assembly required. Novartis plans to launch it in 2019

    Sentiment: Strong Buy