Major manufacturers of semiconductor equipment, including KLA-Tencor, Novellus Systems, and Teradyne, announced the results of the latest quarterly financial results in recent days. Their sales performance declined as expected, and they also estimated that the next quarter's results will decline even more; the sources of revenue for these companies are concentrated. Investing in wafer foundries for 32nm and 28nm process nodes.
At the same time, the results of the third-quarter earnings report of EDA supplier Cadence Design Systems was bright, and the company said that its fourth-quarter results will grow again. However, Cadence's recent growth in semiconductor industry development may be due in part to accounting calculation methods and licensing contracts. These factors often make EDA players’ performance more stable than other semiconductor companies and capital equipment suppliers.
KLA-Tencor reported revenue of $796 million for the third quarter of 2011 as of September 30, down 11% from the previous quarter, but up 17% from the same period last year; however, according to Yahoo Finance, the company's third-quarter performance analysis The division’s estimated $792 million is higher. Rich Wallace, president and CEO of KLA-Tencor, said that due to the continued weakness in the global economy and the normal cycle of the semiconductor industry, allowing customers to reduce orders or delay production capacity expansion plans, the company estimates that new orders for the quarter will be reduced compared to the previous quarter. 43%, the amount came to 486 million US dollars.
Wallace said that KLA has seen strong customer demand for 28-nanometer process equipment. Currently, chip makers are making related investments to overcome the node's yield challenges; KLA is also actively responding to many wafer foundry workers. Advanced process node equipment needs. Wallace said orders from foundries accounted for 57% of KLA's new orders for the third quarter. The company expects demand from foundries to continue into the fourth quarter, mainly due to the 28nm process. Production.
KLA expects the company's fourth quarter performance will be reduced by 18 to 25%, to 6 to 650 million US dollars; but orders can occur in the season, 25% to 45% growth. KLA also expects to resume revenue growth in the first quarter of 2012. KLA’s fourth-quarter earnings projections are in line with analyst estimates of $710 million; Wallace said that the company holds hope that memory suppliers will increase capacity investment in the short term: “We do see the memory industry I hope, but I haven't seen much action yet; at this juncture, companies talk about investing more than they do."
Christopher Muse, an analyst at Barclays Capital, a market research firm, said that he and his colleagues are surprised by the increase in capital expenditures of foundries; but he also added that he is optimistic about 28nm and 32 from foundries. Nanotechnology investment opportunities will be a major highlight of the industry's sluggish period.
Another semiconductor equipment maker, Novellus, reported a new fiscal quarter results of US$306.7 million as of September 24, down 12% from the previous quarter and 17% from the same period last year. The company’s third-quarter order amount decreased to US$226.9 million, a 27% decline from the previous quarter; shipments for the quarter were US$301.6 million, a decrease of 16.1% from the second quarter. Richard Hill, chairman and chief executive of Novellus, said that the turmoil in the global market has also affected the capital-intensive companies, but the company is still optimistic about the market's basic demand for technology products, and believes that this will allow the company to survive the recession.
Teradyne, the supplier of automated test equipment (ATE), posted third-quarter results of US$344 million, a 30% decrease from the previous quarter and a 30% decrease from the same period last year. The company’s third-quarter orders amounted to 240 million U.S. dollars, including 196 million U.S. dollars from the semiconductor testing department and 44 million U.S. dollars from the system testing business.
Teradyne President and CEO Mike Bradley said: "This quarter, semiconductor test orders and related business revenues, as the industry trend weakened, but we still see the mobile device market from the power management chip, image sensor chip, cell phone processor Other relatively strong growth will be driven by this.†The company expects its fourth-quarter performance to decline again and reach US$2.7-300 million, which is roughly in line with analysts’ estimates.
EDA supplier Cadence’s third-quarter results were 292 million US dollars, which was 23% higher than the same period of last year and higher than the analyst’s estimate of 285 million US dollars. However, the revenue recognized by Cadence and other EDA vendors is based on the contract period, not the sales during that period; therefore, the EDA vendor's revenue performance cycle is usually several months later than other semiconductor vendors.
Lip-Bu Tan, President and CEO of Cadence, said: “The hot design activities from multiple markets continue to drive demand for our products and solutions.†The company expects fourth quarter results to grow to 295 million to 3.05 Billion U.S. dollars; for the 2011 fiscal year, total revenue is estimated to be between 1.135 billion U.S. dollars and 1.145 billion U.S. dollars.
At the same time, the results of the third-quarter earnings report of EDA supplier Cadence Design Systems was bright, and the company said that its fourth-quarter results will grow again. However, Cadence's recent growth in semiconductor industry development may be due in part to accounting calculation methods and licensing contracts. These factors often make EDA players’ performance more stable than other semiconductor companies and capital equipment suppliers.
KLA-Tencor reported revenue of $796 million for the third quarter of 2011 as of September 30, down 11% from the previous quarter, but up 17% from the same period last year; however, according to Yahoo Finance, the company's third-quarter performance analysis The division’s estimated $792 million is higher. Rich Wallace, president and CEO of KLA-Tencor, said that due to the continued weakness in the global economy and the normal cycle of the semiconductor industry, allowing customers to reduce orders or delay production capacity expansion plans, the company estimates that new orders for the quarter will be reduced compared to the previous quarter. 43%, the amount came to 486 million US dollars.
Wallace said that KLA has seen strong customer demand for 28-nanometer process equipment. Currently, chip makers are making related investments to overcome the node's yield challenges; KLA is also actively responding to many wafer foundry workers. Advanced process node equipment needs. Wallace said orders from foundries accounted for 57% of KLA's new orders for the third quarter. The company expects demand from foundries to continue into the fourth quarter, mainly due to the 28nm process. Production.
KLA expects the company's fourth quarter performance will be reduced by 18 to 25%, to 6 to 650 million US dollars; but orders can occur in the season, 25% to 45% growth. KLA also expects to resume revenue growth in the first quarter of 2012. KLA’s fourth-quarter earnings projections are in line with analyst estimates of $710 million; Wallace said that the company holds hope that memory suppliers will increase capacity investment in the short term: “We do see the memory industry I hope, but I haven't seen much action yet; at this juncture, companies talk about investing more than they do."
Christopher Muse, an analyst at Barclays Capital, a market research firm, said that he and his colleagues are surprised by the increase in capital expenditures of foundries; but he also added that he is optimistic about 28nm and 32 from foundries. Nanotechnology investment opportunities will be a major highlight of the industry's sluggish period.
Another semiconductor equipment maker, Novellus, reported a new fiscal quarter results of US$306.7 million as of September 24, down 12% from the previous quarter and 17% from the same period last year. The company’s third-quarter order amount decreased to US$226.9 million, a 27% decline from the previous quarter; shipments for the quarter were US$301.6 million, a decrease of 16.1% from the second quarter. Richard Hill, chairman and chief executive of Novellus, said that the turmoil in the global market has also affected the capital-intensive companies, but the company is still optimistic about the market's basic demand for technology products, and believes that this will allow the company to survive the recession.
Teradyne, the supplier of automated test equipment (ATE), posted third-quarter results of US$344 million, a 30% decrease from the previous quarter and a 30% decrease from the same period last year. The company’s third-quarter orders amounted to 240 million U.S. dollars, including 196 million U.S. dollars from the semiconductor testing department and 44 million U.S. dollars from the system testing business.
Teradyne President and CEO Mike Bradley said: "This quarter, semiconductor test orders and related business revenues, as the industry trend weakened, but we still see the mobile device market from the power management chip, image sensor chip, cell phone processor Other relatively strong growth will be driven by this.†The company expects its fourth-quarter performance to decline again and reach US$2.7-300 million, which is roughly in line with analysts’ estimates.
EDA supplier Cadence’s third-quarter results were 292 million US dollars, which was 23% higher than the same period of last year and higher than the analyst’s estimate of 285 million US dollars. However, the revenue recognized by Cadence and other EDA vendors is based on the contract period, not the sales during that period; therefore, the EDA vendor's revenue performance cycle is usually several months later than other semiconductor vendors.
Lip-Bu Tan, President and CEO of Cadence, said: “The hot design activities from multiple markets continue to drive demand for our products and solutions.†The company expects fourth quarter results to grow to 295 million to 3.05 Billion U.S. dollars; for the 2011 fiscal year, total revenue is estimated to be between 1.135 billion U.S. dollars and 1.145 billion U.S. dollars.
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