Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

Semiconductor wafer fab equipment sales are on track to grow by over 20% sequentially in 2020 with the broader foundry segment growing by around 20% and TSMC more than 30%. Yet, silicon wafer area shipments will struggle to increase by more than 2% and revenues are set to remain flat to slightly down. How do we explain the seeming discrepancy between these growth numbers? Here's our thoughts on the matter.

Semiconductor wafer fab equipment sales are on track to grow by over 20% sequentially in 2020 with the broader foundry segment growing by around 20% and TSMC more than 30%. Yet, silicon wafer area shipments will struggle to increase by more than 2% and revenues are set to remain flat to slightly down. How do we explain the seeming discrepancy between these growth numbers? Here's our thoughts on the matter. 

Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?

President

Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Kioxia Announcements Enhance Company Value

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our Manufacturing, Transportation, Materials, Technology, &amp; Consumer Discretionary Sectors.

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our Manufacturing, Transportation, Materials, Technology, &amp; Consumer Discretionary Sectors.

<a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron</a> last week made the surprise announcement that the company had begun volume shipments of the world’s first 176-layer 3D NAND flash memory chips. Separately, the company this week made some very interesting and frank disclosures at the Sanford C Bernstein Operational Decisions Broker Conference. Here's our thoughts on both of these recent developments.

Micron last week made the surprise announcement that the company had begun volume shipments of the world’s first 176-layer 3D NAND flash memory chips. Separately, the company this week made some very interesting and frank disclosures at the Sanford C Bernstein Operational Decisions Broker Conference. Here's our thoughts on both of these recent developments. 

Micron. Leapfrogging Competitors With A Surprise 176-Layer NAND Flash Chip Announcement.

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Micron Technology (MU US)

Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?

With the WFE and foundry segments set for >20% growth in 2020, why are silicon wafer area shipments growing by only 2.4%? Here's what we think the...

William Keating

Kioxia Announcements Enhance Company Value

Kioxia announcements, particularly ethernet native SSDs and KumoScale block, file and object container storage support enhance future value.

Thomas Coughlin

SK Hynix: Big Plans for The Future

SK hynix shared its long-term growth targets, and a little math indicates that the only likely way that this can be achieved is through a lot of...

Jim Handy

U.S. Equity Strategy: Remain Bullish

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...

Vermilion Research

Micron. Leapfrogging Competitors With A Surprise 176-Layer NAND Flash Chip Announcement.

Micron made a surprise announcement last week that they were in volume production of an industry-leading, 176 Layer NAND Flash product. What does...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)