morons like you don't understand capex (like Ashrugg and Nenni and Covello) = rather #$%$ you should have bought chip equipment because it was clear capex will go up - being # 1 priority to secure future growth - but you are slow to comprehend - intel will increase sales and probably ease the capex throttle while TSMC will be forced to spend even more
congratulation to everybody who bought ASML around 26 about 4 years ago....
a buy and hold of a good stock including intel will outperform any market timer -
my 401k LRCX is kicking #$%$-
don't get fooled by wanna bees
research, select and stick with your investment -
intel hold and buy - the Intel roadmap looks great
as to the board
it's ltittered with senile fruit cases wanna bee market timers that understand very little about semiconductor stocks in general
waldblow is a prime example - but he always comes back
ROBERT MAIRE is an Analyst covering semiconductor capital equipment atBear, Stearns & Co. which he joined in July 1999. Prior to that he waswith Donaldson, Lufkin & Jenrette and Morgan Stanley. Prior to joiningMorgan Stanley, he was a Telecommunications Engineer at Databit Inc. anda Manager in the Information Technology division of Bankers TrustCompany. He holds a BS degree in Electrical Engineering and a BS degreein Computer Science from the State University of New York at StonyBrook. He has been cited by The Wall Street Journal in its annual surveyof earnings estimate accuracy and has been ranked by InstitutionalInvestor for the past several years. Profile
you're a complete moron - just look at the capex trends for Intel versus TSMC. (yes TSMC has and is outspending Intel) .
and that's how to play ARM - the Intelbashers are brainless - they bash Intel but are afraid to go long ARMH but TSMC will have to continue to spend
Intel and chipequipment like ASML, KLAC, LRCX, AMAT are excellent long term buys and hold
do you have any clue what a mask set would cost and what kind of volume would be required ....clueless as usual
it's hard to match your level of stupidity and ignorance - and don't talk TSMC - you just don't know...
Intel dominates the infrastructure of the mobile world - aka servers
that was step and priority number one
step number 2 follows
the key is litho - thats why intel put half of TSMC 2015 capex budget into ASML - but you are to dumb to understand...
you are a joke
intel wil be the first one purchasing a new phone and have the chip stripped down within hours....
Intel is very close to ASML and they talk.....
Intel (IMHO) has an excellent understanding (opposite to GS et al) what is going on
I usually don't buy into "manipulation schemes" easily but you might be right ...
I don't believe in paid bashers either but on the other side there are some real morons out there...how can one be that stupid unless getting paid
No wonder A.E took a hike - just like Nenni disappeared from one minute to the next -
a "good" analyst can admitt that he or she was incorrect - but those two cowards just left -
Still not clear to me why MF after pumping "the PC is dead" vanished suddenly from one day to the next
It will be interesting to see what changes TSMC has made from the 28-nm process; in general, I expect mostly a shrink of the latter process, with no change to the materials of the high-k stack, though maybe to the sequence. At 28-nm the high- k was put down first, before the dummy poly gate, and it makes sense to move that deposition to after poly gate removal. That way, the high-k layer does not have to suffer the poly formation and source-drain engineering process steps, saving it from quite a bit of thermal processing.
an analysis is pending - from Chipworks July 2014
Taiwan Capex projected up from billion $9.7 to $ 12 billion and where is the revenue from advanced technology?
I am pretty sure TSMC will pass cost on to their customers......
solid state has a great chart showing that capital intensity started to jump in 2010 - Covello supposedly covers equipment stocks - he can't be that dumb -
Equipment spending shows strong growth for 2014 and 2015
Front End fab equipment spending is projected to increase up to another 20 percent in 2015 to US$ 42 billion, according to most recent edition of the SEMI World Fab Forecast. In 2015, equipment spending could mark a historical record high, surpassing the previous peak years of 2007 ($39 billion) and 2011 ($40 billion). In 2014, the report predicts growth of approximately 21 percent for Front End fab equipment spending, for total spending of $34.9 billion.
Seven companies are expected to spend $2 billion or more in 2014, representing almost 80 percent of all fab equipment spending for Front End facilities; a similar pattern is expected in 2015. About 90 percent of all equipment spending is for 300mm fabs.
According to the World Fab Forecast, in 2014, the five regions with the highest forecast spending on equipment are: Taiwan ($9.7 billion), Americas ($7.8 billion), Korea ($6.8 billion), China ($4.6 billion), and Japan ($1.9 billion). In 2015, the same regions will lead: Taiwan ($12.0 billion), Korea ($8.0 billion), Americas ($7.9 billion), China ($5.0 billion), and Japan ($4.2 billion). Spending in Europe is expected to nearly double (from 2014 to 2015) to $3.8 billion.
As Figure 1 illustrates, before the last economic downturn, most equipment spending was for new additional capacity. SEMI reports that in 2010 and 2011, fab equipment spending growth rates increased dramatically, but installed capacity grew by only 7 percent in both years. In 2012 and 2013, installed capacity grew 2 percent or less. Some industry segments, such as foundries, see continuous capacity expansion, while other segments show much lower growth pulling down the total global growth rate for installed capacity to below the 3 percent mark.
YOU don't think news is out there ....2016!!!!!!!!!!!!!!!
Apple will eat sheet before going with Intel - so what
Prospects remain stellar for TSMC in the battle to secure chip orders from Apple, said Lu. It is likely that TSMC will take advantage of its continued relationship with the iPhone maker and take the year's time to ready its 16-nanometer fabrication technology in time for Apple's 2016 handset release.
A.E. problem was he had to crank out blurb after blurb to make a living....
quality does not pay - quantity of articles does (short term)
good riddance - A.E. was stupid enough to believe Nenni - and just like Nenni he does not understand capex/the manufacturing aspect
I am no fan of Russ either - I don't need him - I can stand my own ground opposite to suckers like you - and for sure I know how to invest in chip equipment.
Intel is a buy and hold - and unless hell freezes - I will hold on until 450mm hits the road
what if Apple buys TSMC and takes over the chip market, big boi ?
grosses Maul und nix dahinter - what's new?
even almighty Jobs did not anticipate that manufacturing could become the bottleneck - in the past everything went so smooth and than when introducing HKMG the sheet started to hit the fan