Check this out. Billion dollar segment.
Samsung, GlobalFoundries, Micron, and Taiwan Semi are all customers of NVMI
Micron: "the industry's transition to 3D NAND won't happen overnight because it will cost a lot of money to purchase new tools and change current factories to accommodate the 3D NAND production."
Samsung,Samsung's new V-NAND offers a 128 gigabit (Gb) density in a single chip, utilizing the company's proprietary vertical cell structure based on 3D Charge Trap Flash (CTF) technology and vertical interconnect process technology to link the 3D cell array. By applying both of these technologies, Samsung's 3D V-NAND is able to provide over twice the scaling of 20nm-class* planar NAND flash.
GlobalFoundries -"Our industry has been talking about the promise of 3D chip stacking for years, but this development is another sign that the promise will soon be a reality," said David McCann, vice president of packaging R&D at GLOBAL FOUNDRIES. "Our next step is to leverage Fab 8's advanced TSV capabilities in conjunction with our OSAT partners to assemble and qualify 3D test vehicles for our open supply chain model, providing customers with the flexibility to choose their preferred back-end supply chain."
NVMI for Q3 CC: Following our performance in 2013, our position in this segment is even stronger and we expect it to continue and fuel further growth in 2014. And as for the memory front, we continue to see some positive indications, mainly led by the NAND flash expansion. While it’s not yet translated to a major investment cycle, we do see some incremental memory expansions and transition by the major players in Japan and Korea. Memory players are still trying to accelerate the VNAND development and we may see some progress in 2014 with investment by at least two major players.
In the DRAM parts, we expect that 2014 we will start seeing some additional investments, mainly in existing lines due to favorable price schemes and increasing demand for mobile DRAM. As discussed also in previous calls, the transitions to 3D advanced structures as well as the device shrinkage increase the process control and optical metrology intensity. Nova is well exposed to these technology transitions.
2014 will be a banner year.
This will solidify FCELs future. $3-5 in the very near future.
Huge Demand out there. Outstanding Requests for Proposals amount to 1000 megawatts at this time. FCEL will get a nice piece of that. FCEL could reach a billion in backlog.
Just think about the hydrogen powered fuel cell cars coming out. Toyota, Honda, Hyundai plan to have them out in the next few years. Infrastructure is what FCEL can provide. The price of FCEL by then? Buyout?
They can make hydrogen, electric and heat all in one plant. They can supply the infrastructure like gas terminals for distribution to smaller "gas" stations.
over 100 MM in cash, a strategic advantage over competitors due to research collaborations, moving into additional process steps into the foundry could mean doubling revenues. Management has always pulled through with their statements made. They said a few quarters ago they will achieve this and reach 60MM per quarter in revenue. Its not too far away.
Is it an expansion of unprofitable business? I don't like that. They definitely need a new leader. THey have 1.2 Billion in backlog and they cannot ramp manufacturing into profitability?
Patent Pending. Now that people are bringing up the SCAM word, I believe there is nothing here.
This company will eventually end up in the toilet. If there was anything good with Z944, it would have happened already. I wonder whats been going on with Novartis. Nothing makes sense with the company but the price of the stock.