The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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StubWorld: The Demand for ASM Intl's Front-End; Takara's Spending for Spending's Sake
This week, with Asm International Nv (ASM NA) trading at an extreme level to ~25%-held Asm Pacific Technology (522 HK), is now the time to go long...
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GlobalFoundries Pulls The Plug on 7nm & Gifts TSMC An Apple-Size Customer With AMD
In a surprise announcement on August 27'th, GlobalFoundries (GF) new CEO Thomas Caulfield announced that the company was putting its planned 7nm...
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Lithography Leader ASML's Latest Record Results & Outlook Reinforces A Virtually Unassailable Moat
Dutch lithography giant ASML last month recorded its strongest quarter ever with revenues of €2.74 billion, up 30.4% YoY. ASML leads the wafer fab...
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