- 18 Aug 2015:Applied Materials dropped to its lowest price since December 2013 after forecasting fiscal fourth-quarter sales that trailed analysts' estimates.
- 15 Jul 2015:ASML reports Q2 results in line with guidance, on track for record 2015 sales (Jul 15) - Marketwatch.com (Dow Jones)"We expect to see continued overall business strength in the second half of 2015 due to increased demand from memory and foundry customers compared with our previous expectations," ASML president and CEO Peter Wennink said.
- Applied Materials is using an industry trade show this week to try to persuade analysts that the company will be just as well off without merging with fellow tool-maker Tokyo Electron.
- 24 Jun 2015:
- 18 May 2015:The recent earnings season turned out to be largely good news for the companies that make semiconductor manufacturing gear. But investors haven't quite come around yet.
- 28 Apr 2015:ASML reaches agreement for delivery of minimum of 15 EUV lithography systems (April 22) - Company releaseASML has signed an agreement with one of its major US customers to deliver a minimum of 15 ASML EUV lithography systems to support increased development activity and pilot production of future-generation manufacturing processes.
- 15 Nov 2013:Applied Materials is benefiting from an increase in demand from companies such as TSMC that build semiconductors for other chipmakers, as they upgrade plants for new production processes.
- 16 Aug 2013:"We are seeing a near-term slowdown in investment by our foundry customers as they focus on ramping (production using) new capacity installed over the past two quarters," said Applied CEO Michael Splinter.
- 29 Jul 2013:KLA-Tencor forecast current-quarter revenue below expectations as slumping personal computer sales hurt demand for new chip-manufacturing gear, sending its shares lower.
- 22 Jul 2013:Nova Measuring Instruments, the Israeli maker of equipment for semiconductor manufacturing, rebounded in New York after the chief executive officer said he's confident its largest customer won't pare back orders.
- 16 Apr 2013:Increased spending in NAND and flash by Micron, LEDs by Philips and Osram, and continued investments by Globalfoundries will create new opportunities for equipment and materials suppliers in Southeast Asia.
- 15 Apr 2013:
- 18 Mar 2013:
- 7 Feb 2013:Cymer and ASML continue to expect the transaction to close in the first half of 2013.
- 26 Oct 2012:KLA-Tencor posted fiscal first-quarter revenue below expectations and said current-quarter revenue would fall more as chipmakers, worried about the economy, hold off on new orders of manufacturing equipment.
- 20 Sep 2012:The billings figure is 4% lower than the first quarter of 2012 and 13% lower than the same quarter a year ago, while the bookings figure shows decreases of 10% on year and 4% on quarter, according to SEMI.
- 20 Aug 2012:Applied Materials has forecast fiscal fourth-quarter sales that may fall short of analysts' estimates as some customers rein in expansion plans.
- 16 Jul 2012:Aided by recent moves by Intel and some other big chipmakers, momentum seems to be growing for a big technology shift in making semiconductors. But some key players remain wary, based partly on their scars from the last transition.
- 12 Jul 2012:Applied Materials revises FY2012 business outlook on lower foundry equipment demand (July 10) - Company releaseThe company also revised its calendar year 2012 industry forecast for wafer fab equipment spending to US$30-33 billion, compared to its previous expectation of US$32-35 billion, in line with the market changes.
- 11 Jul 2012:ASML is negotiating with Samsung Electronics and Taiwan Semiconductor Manufacturing Company (TSMC) over taking up to a 10% stake in the company under its equity-plus-research program.
- ASML announces customer co-investment program aimed at accelerating innovation (July 9) - Company releaseIntel is the first participant in the customer co-investment program, and has committed to acquire up to a 15% equity ownership interest at a subscription price of EUR39.91 per share, and to also provide EUR829 million to ASML in R&D funding, which will be dedicated to the development of 450mm and EUV technology.
- 25 Jun 2012:Applied Materials investors cheered the appointment of a seasoned executive Wednesday.
- 19 Apr 2012:ASML dropped the most in six months after Europe's biggest semiconductor equipment maker didn't provide guidance for future orders in its first-quarter results.
- 17 Apr 2012:Barclays Capital is raising its total lithography units forecast by more than 10 systems, from 234 to 251 in 2012. As many as 260 litho tools could be purchased for semiconductor manufacturing, as foundries are seeing high demand for 28nm chips.
- 16 Apr 2012:
- 15 Feb 2012:Atomic Precision Systems (APS), a little-known semiconductor equipment vendor specializing in deposition technology, has filed a patent infringement suit against Intel, IBM and Micron Technology claiming that they willfully infringed on an atomic layer deposition (ALD) patent held by APS, according to a statement issued by the company's law firm Tuesday.
- 20 Jan 2012:Dutch semiconductor equipment maker ASML said Wednesday it expects a healthy start to 2012, as its customers invest in chip production to drive faster and more powerful smartphones and tablets.
- 16 Dec 2011:Lam Research has announced plans to buy Novellus Systems in an all-stock transaction valued at US$3.3 billion, as the company sought to expand its market share.
- 6 Dec 2011:Applied Materials intros technology to enable advanced image sensors for smartphones (December 5) - Company releaseApplied Materials has announced its new Applied Producer Optiva CVD system that enables the manufacture of backside-illuminated (BSI) image sensors used in the most advanced smartphones, tablet PCs and high-end cameras.
- ASM International (ASMI) has announced the successful demonstration of a new 14nm high-k gate dielectric process that achieved less than six angstroms equivalent oxide thickness (EOT) at a customer's 14nm R&D line, an improvement of about 40% from the current advanced nodes.
- 17 Nov 2011:Applied Materials forecasts sales, profit that miss estimates (November 17) - Bloomberg (via Businessweek)Applied Materials has forecast first-quarter sales and profit that fell short of analysts' predictions, a sign that semiconductor makers are scaling back expansion plans.
- 12 Oct 2011:ASML has said orders in the fourth quarter will increase from the third-quarter level as customers add capacity and shift to more advanced-technology machines.
- 28 Sep 2011:Toshiba selects Applied Materials solution to boost lithography efficiency (September 27) - Company releaseApplied Materials announced that Toshiba has purchased its SmartSched predictive scheduling software to improve the capacity and efficiency of its photolithography operations. Installation of the first phase of this breakthrough software solution began in August at Toshiba's Fab 4 facility in Yokkaichi, Japan.
- 6 Sep 2011:Customers of Novellus have become incrementally more cautious and they have curtailed their expansion plans...
- 25 Aug 2011:Applied Materials CEO Mike Splinter told analysts on a conference call that he is now expecting chipmakers to spend US$1 billion less on new equipment than the company forecast in July. "We've seen demand from our foundry customers soften significantly in the past six weeks," Splitner said.
- 13 Aug 2011:Completion of the merger is slated for the second half of 2011.
- China is putting a competitive squeeze on some of its partners that still use the mainland as a source of low-cost design and manufacturing. Good Will Instrument, a 700-person test and measurement company in Taiwan, is just one of the companies feeling the pinch.
- 29 Jul 2011:Orders have stalled over the past couple of weeks as semiconductor companies pull back on expansion plans, according to KLA-Tencor. Orders in the fiscal first quarter, which ends in September, will fall as much as 45% from the prior quarter.
- "We are seeing significant near term declines in wafer fab equipment spending, and as result our September quarter shipments, revenues and earnings per share will be well below our June quarter results," Lam Research CEO Steve Newberry said.
- 22 Jul 2011:This particular poker game had a twist - the ante went up every hand and you had to play every hand. If you left the table, you were out of the game. Does the analogy hold true today?
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