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

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron</a> presented their technology roadmap together with a strategy update earlier this week. The event was a tour de force, highlighting technology leadership examples and consistently improving cost competitiveness. It also included deeper dives into recent and future technology decisions such as their NAND Replacement Gate and when it makes sense to deploy EUV lithography in the manufacturing of DRAM. Here's a look in detail at what they had to say.

Micron presented their technology roadmap together with a strategy update earlier this week. The event was a tour de force, highlighting technology leadership examples and consistently improving cost competitiveness. It also included deeper dives into recent and future technology decisions such as their NAND Replacement Gate and when it makes sense to deploy EUV lithography in the manufacturing of DRAM. Here's a look in detail at what they had to say.

Micron. Key Takeaways From This Week's Technology Roadmap & Strategy Update.

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

Micron has just upgraded its outlook for the current quarter from non-GAAP revenues of $5.0-$5.4 billion to revenues of $5.7-$5.75 billion.  This increase has been due to unanticipated end-demand strength that should benefit all DRAM and NAND flash makers.

Micron has just upgraded its outlook for the current quarter from non-GAAP revenues of $5.0-$5.4 billion to revenues of $5.7-$5.75 billion.  This increase has been due to unanticipated end-demand strength that should benefit all DRAM and NAND flash makers.

Thematic (Sector/Industry)

Next year's memory chip market - the swing factor in semiconductors - is highly dependent on whether or not today's COVID-19 pandemic leads to a global financial collapse.  This Smartkarma Insight provides two outlooks for the market, one based on a collapse, and the other based on a healthy economy.

Next year's memory chip market - the swing factor in semiconductors - is highly dependent on whether or not today's COVID-19 pandemic leads to a global financial collapse.  This Smartkarma Insight provides two outlooks for the market, one based on a collapse, and the other based on a healthy economy.

2021 Memory Market Hinges on Pandemic Response

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

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

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.

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Micron Technology (MU US)

Micron. Key Takeaways From This Week's Technology Roadmap & Strategy Update.

A detailed review of key technology and strategy decisions being made at Micron and which are at the heart of their product leadership and...

William Keating

Micron Updates Current Quarter Guidance

Micron Technology just upgraded its guidance for the current quarter. This Insight shows how this is positive for both Micron and for the industry.

Jim Handy

2021 Memory Market Hinges on Pandemic Response

Will the semiconductor market collapse in 2021? A lot depends on the impact that COVID-19 has on the global economy. This Insight examines how...

Jim Handy

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

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