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  • Novellus Systems Inc. Q3 2009 Earnings Call Transcript 22 Oct, 2009
    ... by the enterprise server cache memory applications in–addition to Smartphone ... purely foundry? Was it incremental memory? Can you give some color ... your customers particularly on the memory side are going through, clearly ...
  • Novellus Q2 2009 Earnings Call Transcript 14 Jul, 2009
    ... years. How does that impact memory CapEx or specifically incremental [inaudible ... clearly generation by generation, the memory device changes are driving incrementally ... at the depths of the memory business, and there’s about ...
  • Novellus Systems, Inc. Q1 2009 Earnings Call Transcript 22 Apr, 2009
    ... from a shrink perspective at the memory companies, what sort of incremental ... , which then allows the strongest memory manufacturers to be more cost ... a lot of questions obviously about memory consolidation, but even on the ...
  • Novellus Systems, Inc. Q4 2008 Earnings Call Transcript 04 Feb, 2009
    ... utilization rates of our foundries, memory, and logic customers as discussed ... of a trajectory of commodity memory prices. We have actually seen ... really significant increase in commodity memory prices off the bottom. Now ...
  • Novellus Systems, Inc. Q4 2008 Mid-Quarter Update Earnings Call Transcript 20 Nov, 2008
    ... and particularly bad in the memory business. Normally during the year-end ... is the result of broadband memory push outs worldwide, a reduction in ... a large player in the Taiwanese memory manufacturing market. So, if there ...
  • Novellus Systems, Inc. Q3 2008 Earnings Call Transcript 15 Oct, 2008
    ... of aluminum to copper in memory, is continuing, but capacity expansions are ... see pushouts from both logic and memory customers. Operator Your next question ... is a combination of both memory and IDM players, depending upon ...
  • Novellus Systems, Inc. F3Q08 Mid-Quarter Update Call Transcript 28 Aug, 2008
    ... We’ve highlighted the transition of memory from aluminum to copper. I think ... seeing. Do you see that the memory transition to copper and the TECH ... Chu and other Samsung Executives said memory chip profit margins were at risk ...
  • Novellus Systems Analyst and Press Event Transcript 15 Jul, 2008
    ... beliefs regarding mega-fab trends in memory manufacturing, our plan to transition ... accurate predict mega-fab trends in memory manufacturing, inefficiencies in the allocation ... any given fab but the memory guys went to 140,000 ...
  • Novellus Systems, Inc. F2Q08 (Qtr End 00/00/00) Earnings Call Transcript 14 Jul, 2008
    ... and negative economic news caused memory customers in particular to pause ... wins at both logic and memory locations. PVD has demonstrated successful ... has been suffering for most memory manufacturers except [sans] maybe two. ...
  • Novellus Systems, Inc. Q2 2008 Mid-Quarter Earnings Update Transcript 29 May, 2008
    ... question I have is regarding the memory spending. Some of your competitors talk ... on a selective number of memory manufacturers you will begin to see ... ; Company, Inc. You mentioned that memory remains modestly at low levels ...
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