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Cymer Inc. Message Board

jamulmike 388 posts  |  Last Activity: 3 hours ago Member since: Oct 10, 2011
  • Nothing says shrink, 3D and SSS like 100G.
    400G. Soon.

    Our focus on 100G and higher speeds has positioned us well for further revenue growth. As you will hear later, we expect that our 100G revenue will continue to grow at a healthy rate in Q3. We saw both our client and line side businesses grow in the quarter. Line side revenue was $43 million, up almost 8% from last quarter. Client-side revenue came in at $50 million, up about 7% when compared to Q1. Our entire 100G product portfolio contributed to this growth.

    Our wireless sales decreased as we continued to deemphasize the lower speed wireless business. In fact, given the strength of our 100G products, we further accelerated the discontinuation of some of our lower-margin 10 G product lines.

    Sentiment: Strong Buy

  • Let us not forget.
    Litho grows faster than rest of WFE.

    Goldman adds Applied Materials to Conviction Buy list, sees demand improving

    Seeking Alpha

    Believing estimates and investor sentiment are set to improve, Goldman's Toshiya Hari has added Applied Materials (AMAT+1%) to his firm's Conviction Buy list, and set a $22 target.

    Hari: "The blocking of its merger with Tokyo Electron by the Department of Justice and cuts to capex in the logic/foundry segment made 2015 a challenging year for AMAT ... Looking ahead, we believe 1) signs of a recovery in the order environment (i.e., primarily at the foundries), 2) further confirmation of market share gains and 3) an inflection in gross margins in 2H16, should all contribute towards higher estimates and a re-rating of the stock."

    CLSA upgraded Applied last month. Given the company's reporting history, FQ1 results will likely arrive later in February.

    Sentiment: Strong Buy

  • Here's the deal.
    the shill Static Model will look ever more ludicrous as innovation increases.
    Simply massive disruption is NOT shill Armageddon.
    Innovators and entrepreneurs.

    Microsoft buys iOS/Android keyboard developer SwiftKey for reported $250M

    SwiftKey's iOS/Android keyboard apps have over 300M users - a Samsung pre-install deal has helped - and are declared to have "saved nearly 10 trillion keystrokes, across 100 languages" with the help of A.I. that learns a user's typing tendencies to predict his/her next word. They also feature an autocorrect tool that adapts to a user's writing style, and an option to type by swiping from letter to letter.

    Sentiment: Strong Buy

  • SBC stuff looks to be hot.
    NUC stuff, too.
    Customer loves the Mobile Model. Wants it in everything.

    Changing Desktop Shapes

    Oddly, the most interesting innovations for 2016 may not come from either the laptop or tablet camp, but rather the desktop market.

    If you’re looking for a desktop that will, surprisingly, fit in your pocket, the $99 Kangaroo PC fits the bill. The size of a large chocolate bar, the Kangaroo PC runs Windows 10, and gets plugged into a monitor, TV, or even an iPad. You also need your own keyboard and mouse. The Kangaroo’s battery lasts about four hours per charge, according to the company. And you can use the included dock to connect USB 3.0, USB 2.0, and HDMI devices.

    An even smaller PC, Intel’s second generation Compute Stick, fits into any HDMI port, and brings Windows 10 anywhere you can tote a keyboard and mouse. The price is about $150.

    For those searching for something slightly more conventional, Lenovo’s got an offering that looks more droid than desktop. Billed as a compact entertainment hub, the Ideacentre 610S is a triangular tower small enough to fit in a backpack and it comes with a detachable projector that sits on top like a tiny robot Cyclops, casting a 720p display that can, according to Lenovo, go as wide as 100 feet. (Prices start at $850, including the projector.) That’s not ideal for videophiles, but it should work well for showcasing presentations, family photos and, yes, digital games. You can also link a monitor to the device via Bluetooth or Wi-Fi and browse the web for summer camps while your kids watch "Frozen"—again

    Sentiment: Strong Buy

  • jamulmike jamulmike Feb 3, 2016 9:29 AM Flag

    More Surface Imitators

    Microsoft has had enough success convincing consumers that a two-in-one laptop (think tablet with a detachable keyboard) is a smart idea that companies like Samsung and Lenovo are now angling for a piece of the market. And so, the Surface Pro 4 will have some extra competition. Much like the Pro 4, the two new Windows-powered devices take advantage of the adaptive user interface to shift from laptop to tablet mode.

    Samsung’s Galaxy TabPro S is similar to Dell’s 2-in-1 in that it lets you run Windows 10 in either tablet or laptop mode. But it comes with a Super AMOLED display, which theoretically translates to a brighter picture and longer battery life. The company hasn't announced a price.

    Lenovo’s ThinkPad X1 Tablet ($899) takes portability and augments it with modular components for different needs. Want to show off your latest presentation? Pop in the projector module ($279) on the tablet. The productivity module ($149) is an external battery that is said to add 5 hours of battery life, and the 3D imagery module ($149) is for scanning objects

    Sentiment: Strong Buy

  • Please.
    Tell me you saw this coming.
    You know this is just the start.
    10nm Logic. Soon.
    1Xnm RAM. Soon.
    96-layer SSS. Soon.
    3D interposer. Soon.
    All way cheaper than dirt. Classic Price Elasticity. On steroids.

    Thinner Convertible Laptops

    With 2016's new crop of convertible laptops, we may have reached the useful limits of thinness—unless you want a computer that also dices vegetables. Lenovo claims the new 0.5-inch Yoga 900S (starting at $1,099) is now the world’s trimmest model, edging out Microsoft’s $1,499 Surface Book by 0.4 inches. We'll get out our micrometers once the device is in the lab, and let you know for sure. The Yoga’s 360-degree hinge lets you flip the keyboard around so you can hold the device in your hand like a tablet or prop it up on a table to watch a movie.

    HP’s sleek 13-inch Spectre x360 has spawned a larger model touted as the "world's thinnest, lightest 15.6-inch convertible yet." The newcomer measures 0.63 inches and can be outfitted with an optional 4K high-definition display. If you go that route, you only get 9.5 hours (a typical workday) of battery life per charge, the company claims, compared to 13 hours for the standard 1080p display.

    The refreshed 13-inch model—also a svelte 0.63 inches—offers a brighter, slightly lighter, OLED display option. (Organic light-emitting diode screens, which don't need a backlight, can combine crisp, deep blacks with energy savings.) Once again, you're looking at a claimed 13 hours of battery life, depending on the final configuration. The 13-inch HPs start at $900 and the 15-inch models start at $1,150. All feature a geared hinge that lets you bend the keyboards up to 360 degrees, much like the Yoga.

    Sentiment: Strong Buy

  • Xilinx is also now talking about skipping over TSMC's 10-nanometer technology and landing its next high-end FPGA on TSMC's 7-nanometer technology. Although the specifics of the technology are not yet known, TSMC's 7-nanometer should offer equal to better transistor density than the Intel 10-nanometer technology that Altera's next high-end FPGA will be built on, potentially allowing Xilinx to pack in more features/functionality into a given chip area.

    Sentiment: Strong Buy

  • The 21st winners will be those that embrace the leading edge.

    Retailers’ Mobile Capabilities Lag Customer Demands, Accenture Research Finds
    Tue February 2, 2016 8:57 AM|Business Wire | About: ACN

    Research highlights need for retailers worldwide to improve mobile capabilities to meet customer demands for adaptive retail

    NEW YORK--(BUSINESS WIRE)-- Retailers are failing to meet consumer demand for increased convenience while shopping with mobile devices, according to new research from Accenture (ACN).

    Accenture conducted two pieces of research: the Accenture Adaptive Retail report, which surveyed more than 10,000 consumers across 13 countries; and a separate benchmarking study that evaluated a global sample of 162 retailers in 10 countries across multiple industries. Taken together, the research findings highlight the need for retailers to become more adaptive in order to embrace and achieve the connected and integrated shopping experience that consumers seek.

    Smart shopping with smart phones

    The consumer survey found that the number of consumers shopping on the go, with mobile devices, grew 10 percent in the past year, from 36 percent of consumers in 2014 to 40 percent in 2015. Not surprisingly, the number of shoppers who want more retail services via mobile devices, particularly real-time in-store promotions, also grew this past year, to 47 percent, up from 40 percent in last years survey. However, only seven percent of retailers said they currently have the ability to send real-time promotions.

    Furthermore, while nearly one-third (32 percent) of shoppers want to be able to scan products in-store using their mobile devices up from 27 percent in 2014 only 17 percent of retailers provide scanning capabilities. At the same time, 42 percent of shoppers want to receive automatic credit for coupons and discounts via their mobile phones up from 35 percent last year yet only 16 percent of retailers have the capability to automatically c

    Sentiment: Strong Buy

  • jamulmike by jamulmike Feb 2, 2016 9:13 AM Flag

    Technology is being embedded in everything.
    Everything becomes an Everything(y).
    Just the start.

    The PGA TOUR, SkratchTV, and GoPro are kicking things off this week at the Waste Management Phoenix Open on Wednesday, February 3, where, for the first time ever, the PGA TOUR will stream the Pro-Am from the world-famous, stadium-like 16th hole at TPC Scottsdale's Stadium Course. This new Pro-Am show will be hosted by Erik Anders Lang from SkratchTV, creator and host of a new digital series called "Adventures In Golf." PGA TOUR Entertainment will utilize GoPro's HEROCast technology and production expertise to capture and broadcast unique coverage of the Pro-Am, including on-course interviews leveraging live GoPro cameras on talent, player-worn perspectives, and in-stadium fan-cams.

    Sentiment: Strong Buy

  • Brian Olsavsky
    The world has gone nuts for The Cloud.
    This is just the start.

    Yes, thanks, Stephen. No, I don't have a usage growth number for you. We'll say we're - it's been very strong. And AWS revenue is on a, just short of a $10 billion run rate at the end of Q4.

    As far as pricing is concerned, we had a price reduction in January for our EC2 services. It was our 51st price reduction since we launched AWS years ago. And generally what we find is that price is important. But so is speed and agility for customers and the ability to deliver services and features that were beneficial to them.

    I will point out that we added 722 new features and services in 2015 and that was up 40% year-over-year. So we feel we have a lead in this space and we don't take it for granted and we want to serve customers better each year.

    Sentiment: Strong Buy

  • Now I'll discuss the full year results. Revenue increased 20% to $107 billion or 26% excluding year-over-year changes in foreign exchange. North America revenue grew 25% to $63.7 billion or 26% excluding year-over-year changes in foreign exchange. International revenue grew 6% to $35.4 billion or 21% excluding year-over-year changes in foreign exchange.

    Sentiment: Strong Buy

  • The pace is really speeding up.
    In the 21st, everyone needs to pick up the pace. There are NO options.
    A units/layers/bits bonanza.

    In the Amazon Web Services segment, revenue grew 69% to $2.4 billion. Amazon Web Services segment operating income was $687 million, a 28.5% operating margin, compared with $240 million in the prior year period. AWS segment operating income includes $60 million of favorable impact from foreign exchange.

    Cymer lights don't make profits.
    Amazon chooses to spend nearly all its massive profits on leading edge!

    Sentiment: Strong Buy

  • Turning now to expense guidance, 2016 will be another significant investment year for Facebook. In 2015, we
    We already know Facebook began and leads in rolling their own servers, OpenStack.
    Mobile Model en fuego. Instagram bit intense video en fuego.
    21st guys totally disrupting 20th guys. NOT shill Chip Armageddon. Just the opposite.
    A units/layers/bits bonanza.

    continued investing heavily in the core. At the same time, we doubled our investment levels in our next generation services which includes WhatsApp, Instagram and Messenger and we tripled our investment levels in our long-term areas of focus which includes our connectivity efforts, Oculus and our AI investments. We will continue investing significantly in all of these areas in 2016. We expect the year-over-year growth rate for full year 2016 total GAAP expenses to be approximately 30% to 40%, and for full year 2016 total non-GAAP expenses to be approximately 45% to 55%.

    Sentiment: Strong Buy

  • Organ Drones Could Transform Health Care

    One day in early June 2014, the heart from a brain-dead 27-year-old man, a car crash victim, was sped from one hospital to another in Chennai, India. It was 6:30 p.m., right in the middle of rush hour, and 26 police officers worked hard to keep the 8-mile route free of traffic. The trip, normally a two-hour journey at that time of day, took 13 minutes. After the organ was transplanted into the body of a 21-year-old woman with chronic heart problems, the Indian news media celebrated the “green corridor,” a roadway cleared for organ transport, as a heroic feat.

    Meanwhile, four students in Spain were thinking there had to be another way. Surely organs could be moved without disrupting traffic, incurring exorbitant fees and requiring police attention. Their solution—a drone designed for moving organs—originally created as a contest entry, is now becoming a reality.

    An estimated 500,000 people are in need of organ transplantations every year in India. “The demand for organs is huge,” says kidney specialist Sunil Shroff, who founded the Multi-Organ Harvesting Aid Network, or MOHAN, an organization dedicated to increasing organ donation in India.

    There’s some good news: Although only up to 5 percent of patients in India receive the organ they need (the U.S. rate, by comparison, is about 23 percent), the number of transplants there has been rising over the past few years. The vast majority of organs for transplant in India once came from living donors rather than cadavers, and overall donation rates were low. A lack of both the infrastructure for handling the process and training for counseling families thwarted donations, as did, to a lesser extent, cultural and religious beliefs about removing organs from dead bodies. Efforts by MOHAN and other organizations to encourage citizens to register as donors—and the gradual improvement of infrastructure, including the training of transplant coordinators to speak with families after

    Sentiment: Strong Buy

  • the traitor shills want you to believe everything gadget is a homogeneous blob.
    Not even remotely true.
    21st stuff en fuego. 20th stuff "falling off a cliff".
    A good thing.
    Very, very good for (Cymer)ASML.

    It’s a rich man’s game because “the real foundry growth is all at the leading edge process nodes,” said McClean.

    40nm was the dividing line.

    Sentiment: Strong Buy

  • jamulmike jamulmike Jan 30, 2016 9:50 AM Flag

    Tell me you saw this coming. I've said it many, many times over many, many years.

    shills paid 7 figures to contort n distort for their "investors".

    Next few years a no brainer.

    Sentiment: Strong Buy

  • My SanDisk SSS has performed flawlessly for 5 years. Instant on and blazing fast.
    PCs will be on a stick. A way cheaper than dirt stick.
    Then 96-layer. Soon.
    Then 10nm. Soon.
    Fibre, SSS, shrink.
    Just the start...of a units/layers/bits bonanza.

    In 2016, we believe the majority of our incremental client SSD controller sales will be for PC OEM market. We believe the adoption of SSD by PC OEM will accelerate even more when the price of 200 PCIe gigabyte SSD covers more closely with HDD and this will likely happen in the second half of 2016, when the SSD using 48 stack TLC 3D-NAND flash become available.

    Sentiment: Strong Buy

  • Bigger, more powerful data centers and supercomputers require higher speeds and more processors.
    Can't be done with existing switching fabrics and speeds.
    Intel has been co-developing the solution with key customers for more than 10 years.
    Deliveries from production start this year.
    Data centers have been growing, both in numbers and in size to the point where there are significant problems that needed solution:
    1. The amount of power being used in data centers is on the order of 2.5% of the available power in the US. Looking at it in another way, data centers use approximately all of the power generated by wind in the US.
    2. The size of some of these data centers is so large that they can't be expanded further without degrading latency and bandwidth. And the cumulative throughput is so high that the bit error rate further degrades the performance because of the use of forward error detection and correction.
    And it's been demonstrated by 20-plus companies - members of the Intel Fabric Builders Companies (ISC November 17, 2015). And it's being delivered to customers within the next month or so.
    It's software compatible at the applications level with the Intel True Scale architecture.
    It allows continuous improvement through higher and higher levels of integration and through replacement of electrical interconnect with highly integrated optical interconnect and switches, including on-chip lasers and fiber interconnect inside of server chips, including MIC class chips. The process for doing this has already been developed and it involves composite wafers that include Silicon (for the microprocessors and light guides and the laser resonator cavity) and Indium Aluminum Phosphide (for the lasers).
    Integrating the lasers removes power lost in the (formerly copper) interconnect and in the electronic circuits that were driving the copper interconnect. The power lost in the laser drivers is much smaller and the power lost in the fiber interconnect is negligible.

    Sentiment: Strong Buy

  • shills scream about 20th Tech...using the totally bankrupt Static Model.
    When it's really about very, very exciting 21st Tech.
    It's really about Cymer.

    And fourth, the Internet of Things is real and it's happening today. Facilitating entirely new growth avenues for us and enhancing our diversification. At this year's Consumer Electronic Show, there was a showcase of groundbreaking new devices, leveraging the power of wireless connectivity.

    Much of the excitement at CES this year was around innovations in the connected car in the automated home, wearable technologies and entirely new categories like drones, utilizing enabling technologies like GPS, Wi-Fi, ZigBee, Bluetooth and others. And we participate, as Skyworks, in all of these markets to our suite of connectivity solutions.

    Sentiment: Strong Buy

  • The Customer is all about Smart Everything(y) in the 21st.
    Fones and Pads oh soooo 5 minutes ago. Need to pick up the pace.
    This is just the start... of way cheaper than dirt 10nm and below chips stuffed in everything.

    For example, the same image stabilization and navigation platforms that have allowed us to move up the value chain in mobile are highly relevant to other verticals such as wearables, drones and automotive. Furthermore, we have applied our fundamental MEMS technology and manufacturing platform towards building other MEMS sensors, such as microphone, environmental and fingerprint detection. Today our high-performance microphone products are allowing us to expand our TAM into new markets and customers previously unavailable to us. Many of these customers are excited and inspired by the possibility of fusing motion, audio, and other sensory inputs to create new and compelling product features in their segments.

    Our FireFly product, empowered by the SensorStudio design suite, enables these customers to bring their differentiated products to market at an ever-increasing pace. Today more than 80% of our new design win pipeline is outside of mobile, giving us confidence that the mobile market will be one of many in which InvenSense can take a leadership position as the proliferation of sensors continue in the IoT era.

    Sentiment: Strong Buy