Robert Castellano
Contributor since: 2008
Company: The information network
KLA: Strong Metrology/Inspection Performance As Onto Innovation Slumps
Lam Research: Not Impressed By Guidance
Tesla: Battery Supply And Demand At China Gigafactory 3
Micron: DRAM Technology Leadership As Samsung And SK Hynix Push Out EUV
Micron: Watch For Big Upside In Server Growth From Customers This Quarter
Applied Materials Vs. Lam Research: Making A Choice Amid Headwinds
Micron: No Worries From China Memory Companies Through 2021
Applied Materials And Lam Research Will Be Impacted By Muted Equipment Market In 2020
Bad News For Corning Is Worse News For Applied Materials
Micron: Minimally Impacted By Huawei In Inventory And Shipments Against Competitors
Micron: Assessing The Direction Of Memory Prices
Micron Technology: Finally A Tangible Growth Driver
Applied Materials: It Was Worse Than It Appears
Applied Materials: Significant Upside And Downside Risks Detailed In 5 Charts
KLA: Eating Everyone's Lunch (Except ASML)
ASM International: Strong Headwinds We Didn't Hear In Conference Call
Lam Research: Expect 30% YoY Drop In FYQ4 Revenues
Applied Materials And Lam Research: GS Upgrades Speculative, Premature, And Unwarranted
Sorry, But Japan's Material Embargo Won't Help Micron Technology
Micron: Comparing Inventory, Shipments And ASPs With Competitors
Nanometrics And Rudolph: A Merger For Survival
Micron: Capex Guidance Will Be Critical To Semiconductor Equipment Suppliers
Micron: End Of The Oligopoly And The Start Of The Server Uptick
KLA-Tencor, Camtek, And Veeco Benefiting From A Strong Advanced IC Packaging Market
China Trade - Invest Based On Rare Earth Price Hikes
Don't Get Too Excited About Applied Materials' Mediocre Quarter
Micron: Negligible Impact From China Trade Phase 1 Heading Into Phase 2
KLA-Tencor And Metrology/Inspection Competitors Will Outperform Overall Equipment Market In 2019
Micron Technology: Demand Drivers Further Point To DRAM Recovery In 2H 2019
Corning: Displays Helped By Tailwinds In 2019
Intel: Positive Financials By Withdrawing From The 5G Smartphone Market
Semiconductor Equipment Suppliers: Head To China In 2019