-KLA has another great QTR in face of overwhelming demand -Supply chain issues obliterated by backlog -Longer term technology leadership...
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-ASML reported an “in line” Q1- Orders remain super strong -Ongoing supply chain issues will limit growth and upside -ASML...
Semicap is in some ways the unsung hero of American global dominance in semiconductors. The US punches above its weight...
-Production constraints push backlog up $1.3B to $8B -Looks like $100B in WFE 2022 VS $80B in 2021 -Almost sold...
It Isn’t Transistory There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry...
-KLAC – great QTR & calendar year but supply chain impacted -Management feels supply chain to improve after March Q...
-Most importantly orders for systems came in at Euro7.1B for the quarter including one High NA tool. -Demand and business...
Semicon West was Semicon Less- Less Customers & Vendor Everyone is busy as can be, maybe too busy to attend...
KLA- great quarter driven by continued strong foundry/logic No supply chain hiccups- Riding high in the cycle Wafer inspection remains...
ASML great QTR but supply chain will limit acceleration Products are most complex with most extensive supply chain Long term...
