It's cold and foggy as we head into 2H23

It's cold and foggy as we head into 2H23 Shereen Vaux Order activity for semiconductor equipment increased but remains at a cold 42 °F. Micron’s earnings report on June 28 will give us some more visibility on how the memory industry fared in 2Q23 and how the cycle is progressing. We expect more
28Jun

Intel’s IFM and IMS. Lam’s new Bevel-Dep tool.

Intel’s IFM and IMS. Lam’s new Bevel-Dep tool. G. Dan Hutcheson The Chip Insider® Summary: What’s Happening and What’s the Meaning: Intel adopts Internal Foundry Model … Stock falls: Was it correlation with or without causation? … AMD also fell … is the stock market more intelligent than a company’s
26Jun