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Cymer Inc. Message Board

jamulmike 296 posts  |  Last Activity: 8 hours ago Member since: Oct 10, 2011
  • @ 10nm, brains with excellent memory can be stuffed anywhere.
    Will be stuffed everywhere.
    Energy Harvesting.

    As the automotive industry marches towards a future that will include autonomous driving, storage requirements will grow immensely and we expect to be a leading provider of innovative solutions to this industry. The IoT market is still in its early stages of development; however, we are excited to have been selected by some leading solution suppliers for inclusion in their IoT reference designs, which we believe will lead to expanding opportunities for flash. In retail, we have made progress recovering from our temporary share loss experienced in Q414 and Q115, which was due to the supply constraints we discussed in earlier calls. Overall, retail had a good second quarter, driven by demand for imaging cards and SSDs.

    In June, we introduced a new SanDisk product category with the SanDisk Extreme 900 and SanDisk Extreme 500 external SSDs at 1.92 terabytes and 480 gigabytes of capacities respectively. With no moving parts and significantly faster speeds than portable HDDs, these rugged external SSDs are the perfect solution for photographers and videographers on the go.

    Sentiment: Strong Buy

  • Switching to client SSDs, traction for our solutions increased with PC OEMs and in the channel. We announced and started shipping our 15 nanometer X2 client SSDs to the channel and began qualification of these drives with our OEM customers to whom we expect to begin revenue shipments in the second half of 2015. From a market perspective, although the overall PC environment is weak, we believe OEM customers are rapidly increasing their use of SSDs due to the many benefits we have outlined in the past. For example, in the corporate market served by OEMs, CIOs have embraced the benefits of SSDs, resulting in an SSD attach rate to corporate notebooks that is expected to approach 40% by the end of 2015. Decline in unit prices of 128 gigabyte and 256 gigabyte SSDs continues to reduce the gap when compared to HDD unit prices, with the 128 gigabyte drive approaching cost parity with low-capacity HDDs.

    Sentiment: Strong Buy

  • A decade ago, the shills and sponsored "experts" "knew" SSS would never replace HDDs.
    Every year, they backtrack more.
    Multi-channel SSS is capable of being tailored to any application. Even cold storage.
    Think SSS.
    Think just the start.
    Insist on Cymer.

    Turning to our enterprise system and software solution offerings, since our announcement of our Turning to our enterprise system and software solution offerings, since our announcement of our breakthrough
    InfiniFlash platform in March this year, we have been building up a strong pipeline of potential customers, many of whom have started proof-of-concept engagements with us. Customers are excited to see the potential of this InfiniFlash platform, as it enables them to rethink how flash can structurally improve their data center capabilities when deployed at petabyte scale. Our InfiniFlash platform allows customers to replace hard-disk drive-based solutions with our all-flash solution. InfiniFlash features excellent performance and the industry’s highest density of flash at a breakthrough price point, where it competes with HDD-based solutions in both total cost of ownership as well as upfront acquisition cost, while solving a lot of challenges customers are facing today with scale-out deployments. As the mega-trends towards cloud computing, open source software and data analytics gather momentum, InfiniFlash is the solution at the intersection of these important trends, and we are excited about its potential to accelerate flash adoption in data centers over the next several years.

    Sentiment: Strong Buy

  • Been listening to gloomberg and c(low)nbc Europe.
    Raw material companies are getting simply crushed.*
    slime street pump 'n dump bubble in commodities has popped.
    slime street hadn't even finished with The Great Recession bubble before moving into commodities.
    They provoked China into speculating in commodities. China PMI, now, shows contraction even worse than shill WAGs.

    There are NO investors.
    There are NO concerns.
    psycho picosecond traitors.
    best government money can buy.

    *Didn't I tell you this was going to happen. Now, OVER 10 years ago.

  • Me?
    Innovators and entrepreneurs.

    “There are interposers for high-end complex SOC design with good yield,” informed Eric Beyne, Scientific Director Advanced Packaging & Interconnect for imec in an exclusive interview with Solid State Technology. ““For a systems company, once you’ve made the decision to go 3D there’s no way back,” said Beyne. “If you need high-bandwidth memory, for example, then you’re committed to some sort of 3D. The process is happening today.” Beyne is scheduled to talk about 3D technology driven by 3D application requirements in the imec Technology Forum to be held July 13 in San Francisco.

    Sentiment: Strong Buy

  • The customer will not tolerate slow speeds.
    Think shrink.
    Think Fibre and Wireless.
    Think SSS.
    Insist on Cymer.

    IT market opportunity to assist customers with their digital transformation and their move to hybrid cloud computing is massive. Market research firms estimate that the third-party managed and hosting cloud market will grow at more than 30% per year and reach $124 billion by 2020. And these estimates do not include the rapid growth of customers managing their own private clouds. While estimates for digital transformation vary greatly, they all point to a multi-hundred billion dollar market by 2020 which will have an even faster growth rate than a hybrid cloud market. These are the high growth markets we are squarely focused on and will continue to invest in heavily.

    Sentiment: Strong Buy

  • We know (Cymer)ASML share of BOM of CapEx is ever growing with ever increasing cost of ArF and EUV lights.
    ILine layers almost nonexistent.
    KrF layers very rare.
    As layers increase with every node shrink.
    As competition has "fallen off a cliff".

    SEMI reports that the three-month average of worldwide bookings in June 2015 was US$1.51 billion is 3.5% higher than the June 2014 order level of US$1.46 billion.

    Sentiment: Strong Buy

  • Global smartphone shipments grow 1.9% on quarter in 2Q15, says TrendForce

    Steve Shen, DIGITIMES, Taipei [Tuesday 21 July 2015]

    Global smartphone shipments grew 1.9% sequentially to 304 million units in the second quarter of 2015, according to TrendForce.

    Shipment growth slowed down in the second quarter as vendors were preparing to launch new flagship models for the second half of the year, said the market research firm.

    However, China-based vendors posted a growth rate higher than the industry's average, reaching 15.6% or 126 million units in the second quarter.

    TrendForce has also lowered the smartphone shipment growth for all of 2015 to 8.2% from the previous forecast of 11.6%, citing the negative global economic outlook for the second half of 2015 and weakening demand.

    Samsung Electronics continued to rank as the world's top handset vendors with a 26.8% share in the second quarter, but its total smartphone shipments are likely to reach only 45 million units in 2015 due to weaker than expected sales of Galaxy S6 and S6 Edge, estimated TrendForce.

    Apple rode high on the popularity of iPhone 6 and iPhone 6 Plus in the first half of 2015 and is expected to see its shipments grow over 15% for all of the year.

    LG's flagship model G4 officially entered the market in the second quarter, but its sales have fallen below expectations. TrendForce has also revised LG's annual shipment growth downwards to 8%.

    Sentiment: Strong Buy

  • The HDD PC is just soooo 20th Century.
    While 21st Smart Thingies are experiencing explosive growth.
    Think 21st.
    Insist on Cymer.

    Wearable systems give major boost to total IoT sales in 2015

    Market revenues associated with network communications, sensing, and control functions in subsystems and objects attached to the Internet of Things (IoT) are forecast to grow 29 percent in 2015 to $62.4 billion after increasing 21 percent in 2014 to about $48.4 billion, according to data in IC Insights’ recently released Update to its 2015 IC Market Drivers Report

    Sentiment: Strong Buy

  • Every other week, QVC is pushing the latest, greatest drone.
    Here in California drones seem to be at every wildfire (not a good thing).
    I saw the Dremel 3D printer. AT HOMEDEPOT!
    It's obvious.
    Gadget spend has shifted.
    Slug slow 20th HDD stuff is "falling off a cliff".
    Customer wants chip and screen stuff. ONLY.

    Sony jumps into the drone market

    Jul 22 2015, 06:18 ET | About: Sony Corporation (SNE) | By: Yoel Minkoff, SA News Editor

    Sony (NYSE:SNE) is starting a drone subsidiary to serve business customers, leaping into a frontier already crowded with upstarts and technology giants.
    "We’re looking to explore new opportunities beyond our core consumer portfolio in enterprise markets," said Hiroki Totoki, head of Sony’s smartphone unit, which is providing resources for the new endeavor.
    The new business - which is called Aerosense - is a joint-venture with Japanese robotics and automation company ZMP

    Sentiment: Strong Buy

  • Let's face it.
    Everything 20th HDD is "falling off a cliff"
    SSS stuff more than filling the void.
    Think SSS.
    Insist on Cymer.

    Surface sales grew 117%, starkly contrasting Apple's poor iPad performance MRQ. The difference between consumer demand for the Surface vs. the iPad in the tablet market only continues to widen, and we believe this benefits Microsoft as the technology world continues to transition away from PC.

    Sentiment: Strong Buy

  • Reply to

    "Apple reported stellar revenue growth of 33% y/y "

    by jamulmike Jul 22, 2015 10:50 AM
    jamulmike jamulmike Jul 22, 2015 10:52 AM Flag

    AAPL had already sported a bank PE.

  • slime street has the "concerns" algorithms at full throttle.
    Facts be damned.
    slime street want another roundtrip.

  • AppliedMicro lands TSMC as an X-Gene client

    Jul 21 2015, 13:02 ET | About: Applied Micro Circuits Corp... (AMCC) | By: Eric Jhonsa, SA News Editor

    Foundry giant TSMC will deploy HP Moonshot servers running AppliedMicro's (AMCC +1.3%) X-Gene ARM CPUs to implement a Memcached caching system.
    The deal - a quid pro quo for AppliedMicro using TSMC's foundry services? - comes a week after enterprise Linux vendor SUSE announced it would support ARM server CPUs.
    AppliedMicro announced in April it had hit a goal of shipping 10K X-Gene CPUs in FY15 (ended in March). The company is seen as an early leader in an ARM server CPU market also featuring Cavium, AMD, Texas Instruments, and soon Qualcomm. FQ1 results arrive on July 30

    Sentiment: Strong Buy

  • A Seinfeld WAG is just as good as a shill/sponsored "expert" WAG.
    Totally worthless.
    What else is new?
    Think Chip and Screen Age.
    Think 8K. 11K for glassesless 3D? Soon?
    Insist on Cymer as they are HERE.

    The trend of consumers spending more time watching YouTube content than linear TV has accelerated this
    quarter as watch time was up 60% over last year. Clearly the comments made by Jerry Seinfeld where he called YouTube a "giant garbage can" of user-generated content was completely off the mark. The comment was likely made out of fear as content creators who don't have a strategy that revolves around YouTube will have a difficult time being successful.

    Sentiment: Strong Buy

  • We’re continuing to bring innovations to our solutions areas and deepen our industry focus. Watson as an example where we’re creating a market around cognitive computing and building an as a service business. Last quarter I talked about expanding the Watson ecosystem, this quarter I want to focus on another aspect of our progress. Watson’s being deployed across nearly 30 countries and in 20 industries. We are currently working on 100s of projects to expand industry domain knowledge as well as teaching the system new languages such as Spanish, Portuguese, Japanese and Arabic. We continue to expand Watson’s reach by forging additional partnerships and just last week we announced a formation of a joint venture with Mubadala to bring IBM Watson to the Middle East and North Africa with focus on healthcare, retail, education, banking and finance. Our focus in software continues to be innovation, partnership and aligning to the needs of our customers in the industries in which they operate.

    Sentiment: Strong Buy

  • Our first half performance also reflects major portfolio actions we've taken to continue to shift to higher value. Late last year we sold our x86 business; you can see the benefit in our 50 basis point improvement in gross margin and we recently completed the divestiture of our semiconductor manufacturing business while we continue to focus on advanced semiconductor research. In fact just two weeks ago we announced that an IBM Research led alliance produced the industry's first 7 nanometer chip, another milestone in our contributions to semiconductor innovation. At the same time, we're making significant investments in our strategic imperatives. For example we've created Watson healthcare, we're continuing to build out cloud data centers and we've launched important new partnerships in analytics, mobile, social and cloud.

    Sentiment: Strong Buy

  • In our systems business, we have been delivering innovations and repositioning the portfolio and this quarter we again had solid revenue in profit performance. Our System z revenue was up about 50% year-to-date and the z13 performance is in line with previous cycles.

    Sentiment: Strong Buy

  • Our cloud revenue was up over 70% year-to-year in the first half. And over the last 12 months, our cloud revenue was $8.7 billion. We had strong growth in both our private foundations revenue and our as a service offering, and we exited the second quarter with an annual as a service run rate of $4.5 billion. Our cloud business is substantial and growing rapidly. The market continues to evolve beyond pure infrastructure towards higher value process, data and analytics as a service engagements. In the same way the Internet evolved from browsing to a full transactional business platform.

    Sentiment: Strong Buy

  • Let me give you a quick overview of different parts of our business. Revenue in our strategic imperatives, those that address the market trends in data, cloud and engagement is again up more than 30% in the second quarter and so up over 30% for the first half. This is an acceleration from roughly 20% growth last year. As we’ve said before, we are able to grow at a rate significantly faster than the market because of the industry perspective and deep insight we have from working with our clients on their core businesses to help move them to the strategic areas. We are clearing seeing this in analytics where our revenue is up more than 20% in the first half, well above market rates. This is terrific growth on a large revenue base. Recall we generated $17 billion of analytics revenue last year. The growth is led by GBS and by systems hardware, reflecting the new z13 and POWER8 systems where they specifically address analytics workloads. And we are developing new markets with the advanced cognitive capabilities of Watson.

    Sentiment: Strong Buy