Cymer Inc. Message Board
- Reply to
Toll brothers "reported a whopping 46% jump in its latest earnings"
by jamulmike •May 22, 2013 12:26 PMRock bottom interest rates!!!
Inflation headed to zero!!!
It's a fricken' bonanza!!!!Sentiment: Strong Buy
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The huge Housing segment booming!
Only to be outdone by the Autos!!
Cheap DOMESTIC fossil fuels as far as the eye can see (As consumption "falls off a cliff"!!!)!!!
12/20/2012 Maya End of Days?
End of the 20th morass!!!
Happy days are here again!!!
Very, very exciting times!!!!!
Cymer times!!!!!!!!!
The housing market appears to have recovered from the depth of its decline. Toll Brothers (TOL) reported a whopping 46% jump in its latest earnings report and Home Depot's (HD) earnings soared 18%. Today the National Association of Realtors reported that April existing home sales surged to their highest level in more than three years.
There is some bad news mixed in with all of these housing numbers, April housing starts recently plummeted from a 48-month high and applications for home mortgages dropped for the second week in a row.Sentiment: Strong Buy
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the "investors" decide to roundtrip a certain stock.
their shills issue "concerns".
rigged. -
cohen, head traitor, lobbies for the usual wrist slap.
After all, this is just standard operating procedure for slime street.
Same old krapp.
Different day.
Cesspool.
Federal prosecutors are considering charging hedge fund SAC Capital Advisors LP as a criminal enterprise through a powerful legal tool used against the Mafia and drug gangs, people familiar with the probe said. - Reply to
kooky kudlow: I was wrong on inflation. rick "sky is falling" santelli?
by jamulmike •May 21, 2013 3:11 PMsantelli's job is to parrot the shills on commodities.
Huge traitor profits on "concerns" and "expressing" them.
While killing millions.
Sick.
Very, very sick. -
one shill parrot gets religion.
We're left with "Jones Town" santelli trying to get us to drink the Kool-Aid.
c(low)nbc is loaded to the brim with lunatics.
Now, they have the evening edition, PBS NBR. Sad. Very, very sad.
Furthermore, Kudlow repeats a mea culpa about U.S. monetary policy. “Bernanke was right,” he says. “He put the money in and those of us who expected inflation were wrong.”
In admitting as much (repeatedly), Kudlow shows he’s not doctrinaire about the best policy prescriptions or unwilling to let the facts get in the way of his opinions. In this regard, the conservative stalwart stands out from many others in the inflation camp. -
SanDisk’s achievement of this breakthrough in semiconductor manufacturing takes its memory cell size from 19nm-by-26nm to 19nm-by-19.5nm, delivering a 25 percent reduction of the memory cell area and allowing SanDisk to continue leading the industry in building smaller, more powerful flash memory products.
Sentiment: Strong Buy
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blocked 3 more times. their own Headlines!
SanDisk’s second-generation 19nm memory die uses the most sophisticated flash memory technology node to-date, including advanced process innovations and cell-design solutions. SanDisk's All-Bit-Line (ABL) architecture with proprietary programming algorithms and multi-level data storage management schemes help yield multi-level cell (MLC) NAND flash memory chips that do not sacrifice performance or reliability. In addition, SanDisk’s three bits per cell X3 technology, implemented in the second-generation 19nm node will deliver the lowest-cost flash solutions to address multiple growing end-markets for flash memory.Sentiment: Strong Buy
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are the yahoos from Red China?
Russia?
Iran?Sentiment: Strong Buy
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CapEx explodes!!!
Litho's share grow much faster!!!
This is just the start!!!
The EUV/ArF age will be simply huge for Cymer!!!!
Overall, we expect growth in the semicap industry to be stronger in the next decades than it was in previous ones, whatever the evolution scenario we consider. At the same time, all process steps won’t benefit equally, there will be winners and losers […] Winning segments are process steps at the origin of the increase in cost per wafer: Lithography, Process Control. In addition, we see Wafer-level packaging as a long term winner as well. Losing segments suffer from the decline in wafer additions we anticipate under the combined effect of increasing costs per wafer and the 450mm migration: Etch, Clean and Planarization, Deposition, RTP/Oxidation, Ion implantation, Manufacturing Automation […] In our coverage, ASML [Holding NV (ASML)] is a structural winner and remains a top pick. Outside of our coverage, KLA Tencor (KLAC), Hermes, NuFlare, Rudolph, and Nanometrics (NANO) appear as standing to benefit from the mourning of Moore’s Law. For most other players, mourning Moore’s Law equates to a secular headwind. At first sight, if mourning Moore’s Law is about more expensive wafer starts, it can’t be bad for capital equipment spending as a whole. It isn’t indeed. We described in our Silicon War research last year how competition for manufacturing leadership structurally increased capital expenses at leading foundries and IDMs. Combined with the concentration of the industry, the picture is fairly impressive. Cumulated capex of the top 3 manufacturers reached ~$33bn last year, vs. an average of $13bn from 2004 to 2009 […] In sum, we expect Lithography and Process Control to grow at a much faster rate than the overall semi cap market.Sentiment: Strong Buy
- Reply to
Dell's Ophelia: HDMI 'thumb drive' $100 Android PC*. Amazing!
by jamulmike •May 20, 2013 8:17 PMThe 20th Desk Top Box guys better pick up the pace.
Stop beating a dead horse.
LED light fixtures, appliances, window frosting (UV and privacy control) etc, etc, and, etc better have chips controlled by the new smart thingy.
The 20th HDD word processor Paradigm is DOOMED!!!!
Just the start!!!
Very, very exciting times!!!!
Cymer times!!!!!!
Bring back TCZ!!!!!!Sentiment: Strong Buy
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Simply an embarrassment of riches!!!
Just the start!!!
Cymer!!!!!!
6:50 PM Google YouTube's video upload rate has passed 100 hours per minute. That's up from 72 hours last year, and 48 the year before. The milestone comes as YouTube expands live streaming support, and announces plans to unify its design across devices/platforms. 2) In July, Dell (DELL) will begin selling Project Ophelia, a $100 USB flash drive-shaped device that allows any monitor with an HDMI port to be turned into an Android PC. Dell is also working on "a keyboard-like technology for users to type when Ophelia is docked to a screen."
*Where does the HDD go?Sentiment: Strong Buy
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slime street traitors get a roundtrip courtesy traitor house nomura.
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Is everyone in full panic mode to catch up with Intel's 14nm Tri-Gate?
You bet!
A pulse bonanza the likes of which has never been seen before!!!
And,...
OnPulse!!!
Or!!!
NoPulse!!!
Cymer!!!!!!!!
You have heard all this before, but many of you don't believe this and are still arguing that moving to 28 nanometer or 20nm (still planar) will save ARM from the Intel bomb. Well, that's just wrong! Read on!
These two statements, above, are corollaries to laws of physics relating to silicon FET-based integrated circuits. In current technologies - 32 nanometer and smaller - constructed in a planar (TSMC) fashion, the predominant use of energy occurs as a result of leakage in inactive FETs. The FETs leak because they are running at low voltage, and in order to do that, they must have low threshold voltages. When you construct a FET with low threshold voltage in a planar technology, you can't completely turn it off. So it leaks.
When you construct a FET for the same use in a 3D or "finFET" technology, the gate (the valve that controls the flow of charge carriers) has much more effective control and is more nearly able to completely extinguish the leakage current in the inactive FETs. Voila, the battery charge lasts longer. And because the gate length is shorter, the FET uses less energy for each transition from one state to another. So you can squeeze more transitions from a given amount of stored energy in the battery, i.e. it runs faster.
It's the laws of physics that controls the winner in the processor race for mobile applications, and Intel has already won this race. Anyone who disagrees is in denial, has some ulterior motive, or is just dense.Sentiment: Strong Buy
- Reply to
(blocked) "increased their orders for wafer starts by 30-50% sequentially "
by jamulmike •May 20, 2013 8:42 AMWhile some international chipset vendors have recently placed followed-up orders for those they placed in the prior quarter, some Taiwan-based IC design houses have increased their orders for wafer starts by 30-50% sequentially in the second quarter, the sources revealed.
Backed up by the influx of new orders, TSMC is expected to see its revenues climb month by month in the second and third quarters, the sources commented. - Reply to
(blocked) "increased their orders for wafer starts by 30-50% sequentially "
by jamulmike •May 20, 2013 8:42 AMInternational and domestic chipset vendors have begun to queue up at Taiwan Semiconductor Manufacturing Company (TSMC) in order to secure production capacity for 40nm, 28nm and more advanced processes, according to industry sources.
Order visibility of TSMC's 28nm and 40nm processes has extended to the end of the third quarter of 2013, and some clients have begun to book space for the additional capacity of advanced process nodes to be added by TSMC in the third quarter, the sources revealed.Sentiment: Strong Buy
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the yahoos gestapo
Sentiment: Strong Buy
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Nothing says SSS like 400G!
Gobs and gobs of APUs and DDR4, too!!
And,...on and on and on!!!
Just the start!!!
Cymer!!!!!!!!
GlobalConnect Enhances Services and Upgrades Capacity With the Completion of Next-Generation 400G Network
Software-Defined Network Throughout Denmark Utilizes Cyan Blue Planet SDN Software and Z-Series Packet-Optical Platforms
MarketwiredPress Release: Cyan – Tue, May 14, 2013 8:00 AM EDT
COPENHAGEN, DENMARK and PETALUMA, CA--(Marketwired - May 14, 2013) - Cyan (NYSE: CYNI) customer GlobalConnect, the leading Danish alternative provider of network and hosting services, today announced it has completed the deployment of a 400G network employing the Cyan Blue Planet software-defined networking (SDN) system and Z-Series packet-optical platform throughout Denmark. The network upgrade allows GlobalConnect to deliver a wide variety of ultra-high-capacity wavelength and Ethernet services to enterprise customers and data center operators, as well as wholesale services to other carriers. Ultimately, the flexibility and visibility afforded by Cyan Blue Planet and the scalability enabled through Cyan Z-Series allow GlobalConnect to enhance the customer experience by delivering unique network and hosting services to market.Sentiment: Strong Buy
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And,...
This is just the start!!!
Cymer!!!!!!!!!
Here’s one more reason the increasing presence of Google GOOG +0.52% Fiber is good: access to blistering fast internet is spurring the demand and purchase of Video On Demand (VOD), while the audience for traditional broadcast television collapses. While the impact is evident in the first regions Google Fiber touches directly, the reverberations may spur the entire industries of broadcast and communications to evolve more rapidly than analysts had previously thought.Sentiment: Strong Buy
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Bonanza!!!
Cymer!!!!!!
TSMC's April wafer shipments are estimated at 1.317 million 8-inch equivalent wafers, representing a 10.5% sequential increase, buoyed by strong orders for 28nm chips placed by Qualcomm and MediaTek, said Digitimes Research. TSMC operated an about 97% utilization rate in April, up 6pp from 91% in March.Sentiment: Strong Buy