Archive of Christmas Melodies Chip Insider

                           
Year: 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000

December 17, 2015: Happy Holidays to all and to all a good cycle . . .                    Top

 

VLSI wants to wish everyone a Happy Holiday season. We’ve just ended a flat year for the chip making industry. Last year did not play out as my Christmas melody, “Have Yourself a Merry Little Cycle,” predicted. The second half was not merry, while flat is not cyclical. End markets were unusually flat. China was weak, PCs were mature, and smartphones matured.

 

VLSI’s official forecast was for chip makers to have a +8% year, with equipment suppliers growing +7%. With 11 months of data in, ICs should come in at -1.3% and equipment at -0.6%. Oil prices, as well as the unexpected slowing of electronics to +0.5% growth, were the major causes. As the year closes we believe 2015 to be a mixed year. VLSI sees ICs coming in at +4% and equipment dropping -5%. Hopefully Santa will bring us all a New Year that beats expectations.

 

Just to let you know, VLSIresearch will be closed for the holidays from 11 a.m. Friday, December 18th and will reopen January 4th. This is our last publication for the year, but our analysts may post portions of Semiconductor Week on weSRCH.

 

We trust you, your family, and friends will have a well-deserved holiday and use these times to bring everyone together. We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!

 


  


Safe Harbor Legal Disclaimer for our Holiday Greeting

 

Some of the information in this holiday greeting contains forward-looking statements regarding future events, future charitable, and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as “Wishes,” “Merry,” “Happy,” “Joy,” “Let it Snow,” “Blessing,” “Peace on Earth,” “Sending Hugs,” “Dreaming,” “White Christmas” or other words or phrases of similar import. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events. With that in mind


We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling, and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

 

By accepting this greeting you are bound by the terms that:

 

  • This greeting is subject to further clarification or withdrawal.

  • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged.

  • The wishor warrants that such person is fully authorized to issue this greeting on behalf of such represented Party.

  • The Parties expressly agree that the greeting herein is intended to be as broad and inclusive as possible under the laws of the North Pole.

  • This greeting implies no promise by the wishor to actually implement any of the wishes.

  • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor.

  • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first.

  • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.

  • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," “Santa,” “Saint Nicholas,” “Krampus,” or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged.

  • This greeting shall be interpreted, and the rights and liabilities of the Parties hereto determined in accordance with the laws of the Artic. Any dispute in connection with this greeting shall be resolved in a court located at the North Pole in Santa Claus County.



December 18, 2014: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended what was a great year for the chip making industry in its new era of lowered cyclicality. All the status lights were green and all the yields were above-average. VLSI wants to wish everyone a Happy Holiday season. Last year pretty much played out as my Christmas melody, “It’s beginning to look a lot like an Upturn,” predicted. VLSI’s official forecast was for chip makers to have a 9% year, with equipment suppliers growing 15%. With 11 months of data in, IC’s should come in at 9.3% and equipment at 16.4%. Based on our radar screens, 2015 looks to be good. Providing oil prices don’t put the economy on a slippery slope, VLSI sees ICs coming in at 8% and equipment softening to 7%. Anyway, hopefully Santa will bring us all a New Year that beats expectations.

 

Just to let you know, VLSIresearch will be closed for the holidays from 11 a.m. Friday, December 19th and will reopen January 5th. This is our last publication for the year, but our analysts may post portions of Semiconductor Week on weSRCH.

 

We trust you, your family, and friends will have a well-deserved holiday and use these times to bring everyone together. We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!


And now the Chip Insider’s annual review and forecast set to a Christmas melody. This year’s melody is paraphrased from the tune of Judy Garland’s “Have Yourself a Merry Little Christmas” introduced in 1944, one of the darkest years of the last century — Dan

Have Yourself a Merry Little Cycle

Have yourself a merry little cycle
Last year’s hearts were high
Next year all our troubles will be out of sight

Have yourself a merry little cycle (merry little cycle)
Next year will be gay
At least to next year our troubles will be years away

Here we are not in olden cycles
Happy golden days of 2014
Last year was so dear to us
Gather near to us once more

Through the years, we’ve had our cycles
Have the faith to know
To hang a shining star in the year to come.
And have yourself a Merry Little Cycle Now.

 

  


Safe Harbor Legal Disclaimer for our Holiday Greeting

 

Some of the information in this holiday greeting contains forward-looking statements regarding future events, future charitable, and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as “Wishes,” “Merry,” “Happy,” “Joy,” “Let it Snow,” “Blessing,” “Peace on Earth,” “Sending Hugs,” “Dreaming,” “White Christmas” or other words or phrases of similar import. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events. With that in mind


We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling, and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

 

By accepting this greeting you are bound by the terms that:

 

  • This greeting is subject to further clarification or withdrawal.

  • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged.

  • The wishor warrants that such person is fully authorized to issue this greeting on behalf of such represented Party.

  • The Parties expressly agree that the greeting herein is intended to be as broad and inclusive as possible under the laws of the North Pole.

  • This greeting implies no promise by the wishor to actually implement any of the wishes.

  • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor.

  • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first.

  • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.

  • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," “Santa,” “Saint Nicholas,” “Krampus,” or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged.

  • This greeting shall be interpreted, and the rights and liabilities of the Parties hereto determined in accordance with the laws of the Artic. Any dispute in connection with this greeting shall be resolved in a court located at the North Pole in Santa Claus County.

 


 

 



December 19, 2013: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended another bumpy year for the chip making industry – where all the status lights held at yellow and everyone struggled to reach average yields. VLSI wants to wish everyone a Happy Holiday season. It pretty much played out as predicted last year, with chip makers having an OK year and equipment suppliers stumbling along getting bruised knees. Based on our radar screens, 2014 looks to be better … providing Congress continues to roll the fiscal cliff snowball downhill. Personally, I prefer this metaphor, because cans don’t get bigger when you kick them down the road. Anyway, hopefully Santa will bring us all a New Year that beats expectations.

 

Just to let you know, VLSIresearch will be officially closed for the holidays from noon Friday, December 23rd and will reopen January 6th. This is our last publication for the year, but our analysts may post portions of Semiconductor Week on weSRCH.

 

We trust you, your family, and friends will have a well-deserved holiday and use these times to bring everyone together. We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!


And now The Chip Insider’s annual review and forecast set to a Christmas melody. This year’s melody is paraphrased from the tune of It’s Beginning to Look a Lot Like Christmas by Meredith Willson. Willson wrote the Christmas song in 1951. It was recorded by Bing Crosby and Perry Como, among others. And of course, there’s an updated Christmas Safe Harbor Statement.

                                                                                                                 — Dan

It’s Beginning to Look a Lot Like…

It’s beginning to look a lot like Mergers!
Everywhere you go;
Take a look at Applied and TEL
glistening once again
with ASML and Cymer’s fans aglow.

It’s beginning to look a lot like an Upturn …
EUV in every fab;
But the prettiest sight to see
is the money that will be
coming in your own front doors.

A bunch of new CEOs
and new visions to suit
at Applied, Intel, and ASML.
The wish of Gary and Brian
is for lots and lots of IoTs to sell.
And everyone can hardly wait
for an upturn to start again.

It’s beginning to look a lot like Foundries…
Everywhere you go;
There’s a new foundry in the valley,
a fab in the forest as well,
the sturdy kind that doesn’t mind the snow.

It’s beginning to look a lot like an Upturn…
Soon the bells will start;
And the thing that will make them ring
is the capex that you spend
right from your cash flow.

It’s beginning to look a lot like Christmas…
Testers needed everywhere;
But the prettiest sight to see
is the orders that will be
placed for your tools.
Sure it’s Christmas, once more!

 

 

 

Safe Harbor Legal Disclaimer for our Holiday Greeting

 

Some of the information in this holiday greeting contains forward-looking statements regarding future events, future charitable, and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as “Wishes,” “Merry,” “Happy,” “Joy,” “Let it Snow,” “Blessing,” “Peace on Earth,” “Sending Hugs,” “Dreaming,” “White Christmas” or other words or phrases of similar import. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events. With that in mind …


We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling, and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

 

By accepting this greeting you are bound by the terms that:

 

  • This greeting is subject to further clarification or withdrawal.

  • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged.

  • The wishor warrants that such person is fully authorized to issue this greeting on behalf of such represented Party.

  • The Parties expressly agree that the greeting herein is intended to be as broad and inclusive as possible under the laws of the North Pole.

  • This greeting implies no promise by the wishor to actually implement any of the wishes.>

  • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor.

  • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first.

  • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.

  • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," “Santa,” “Saint Nicholas,” “Krampus,” or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged.

  • This greeting shall be interpreted, and the rights and liabilities of the Parties hereto determined in accordance with the laws of the Artic. Any dispute in connection with this greeting shall be resolved in a court located at the North Pole in Santa Claus County.

 


 



December 21, 2012: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended another rough year for the chip making industry – where all the status lights flickered between green and red, while everyone struggled to have above average yields.  VLSI wants to wish everyone a Happy Holiday season.  Based on our radar screens, 2013 looks to be much better. So hopefully, Santa will bring us all a New Year that beats expectations.

 

Just to let you know, VLSIresearch will be officially closed for the holidays from noon Friday, December 21st and will reopen January 7th.  This is our last publication for the year, but we will post the Stock Watch portion of Semiconductor Week on weSRCH for our industry’s publicity.

 

We trust you, your family, and friends will have a well-deserved holiday and use these troubled times to bring everyone together.  We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!


And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tune of David Seville’s Chipmunks Christmas song. And of course, there’s our Christmas Safe Harbor Statement.

                                                                                                                — Dan

The Chipmakers Song

[Dave:] All right you Chipmakers! Ready to sing your song?
-I'll say we are!
-Yeah!
-Let's sing it now!
[Dave:] Okay, Samsung?
-Okay!
[Dave:] Okay, TSMC?
-Okay!
[Dave:] Okay, Apple? Apple? APPLE!
-OKAY!!!)

Christmas, Christmas time is near
Time for phones and time for cheer
It’s been bad, but it can't last
Hurry upturn, hurry fast
Want a Phone that runs our Apps
Me, I want an Ultrabook(tm)
We can hardly stand the wait
Please upturn, don't be late.

[Dave:] Okay fellas get ready.
That was very good, Samsung.
-Naturally.
[Dave:] Very good TSMC.
-Of course.
[Dave:] Ah, Apple, 3Q was a little flat, watch it.
[Dave:] Ah, Apple. Apple. APPLE!
-OKAY.)

Want a Phone that runs our Apps
I still want an Ultrabook(tm)
We can hardly stand the wait
Please Christmas, don't be late.
We can hardly stand the wait
Please upturn, don't be late.

[Dave:] Very good, boys
-Lets sing it again! Yeah, lets sing it again!
[Dave:] No, That's enough, let’s not overdo it
-What do you mean overdo it?
-We want to sing it again!
[Dave:] Now wait a minute, boys
-Why can't we sing it again?
-[chipmunk chatter]
[Dave:] Apple, cut that out..TSMC, just a minute.
Samsung will you cut that out? Boys...

 

 

 

 

Safe Harbor Legal Disclaimer for our Holiday Greeting

 

We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling, and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

 

By accepting this greeting you are bound by the terms that:

 

  • This greeting is subject to further clarification or withdrawal.

  • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged.

  • This greeting implies no promise by the wishor to actually implement any of the wishes.

  • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor.

  • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first.

  • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.

  • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," “Santa,” “Saint Nicholas,” “Krampus,” or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged.

 

Some of the information in this holiday greeting contain forward-looking statements regarding future events or future charitable and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as “Wishes,” “Merry,” “Happy,” “Joy,” “Let it Snow,” “Blessing,” “Peace on Earth,” “Sending Hugs,” “Dreaming,” “White Christmas” or other words or phrases of similar import.  We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events.

 


 



December 16, 2011: Merry Christmas to all and to all a good cycle . . .                     Top

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average!  VLSI wants to wish everyone a Happy Holiday season and given the vague times, hopefully Santa will bring us all a New Year that beats expectations. 

 

Just to let you know, VLSIresearch will be officially closed for the holidays from noon Friday, December 16th and will reopen January 2nd.  This is our last Chip Insider for the year, but we will post Semi Stock Watch on weSRCH for our industry’s publicity.

 

We trust you, your family, and friends will have a well-deserved holiday and use the troubled times to bring everyone together.  We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tunes of Elmo and Patsy’s  “Grandma got run over by a Reindeer,”  Irving Berlin’s 1942 classic “White Christmas,” and J. Javits’ and P. Springer’s “Santa Baby.” And of course, there’s our Christmas Safe Harbor Statement.

                                                                                                                — Dan

 

 

Semis Got Run Over by the Euro

 

Semis got run over by the Euro.

Driving home from Italy Christmas Eve.

You can say there's no such thing as the Euro,

but as for me and chip makers, we believe.

 

Greece had been spending too much money,

and we begged them not to spend.

But they had been so demanding,

as Merkel staggered out the door and to Germany’s elections.

 

When they found Semis after Christmas,

at the scene of the slowdown,

they had way too many DRAMs,

and incriminating tool orders in their pack.

 

Semis got run over by the Euro.

Flying home from Korea Christmas Eve.

You can say there's no such thing as cycles,

but as for me and the suppliers, we believe.

 

 

Now we’re all so proud of the suppliers.

They’ve been taking this so well.

Seeing them in there watching stock prices.

Multiple disasters and eating push-outs is not so swell.

 

Semis got run over by the Euro.

Calling home on Facetime Christmas Eve.

You can say there's no such thing as the Euro,

but as for me and suppliers, we believe.

 

Now the chipmakers would soon fall ill.

Customers were afraid to make a decision.

They didn’t know if there’d be enough hard drives,

and feared there might not be a Christmas Season.

 

Soon the orders were on the table,

but the inventory was not too bad.

They’d all been burned back in 2000,

that should just have lit the way to new heights.

 

It’s just not Christmas without semis,

everyone all dressed in black,

and we just can’t help but wonder,

should we cut our expenses or prepare for the upturn’s flak.

 

The suppliers won’t be able to deliver,

they might not even be coming back.

When the customers start their panic building,

they’ll complain their vendors aren’t responsive:

“Why didn’t you plan for our attack?”

 

So I’ve warned all my friends and neighbors,

they’d better watch out for their cash,

and they should never give a fab-line,

to a fool who has three-billion-and-a-half.

 

Now we’re waiting for an upturn.

Inventories are running down to scratch.

Customers are clamoring for 450mm,

but we’d all like to have the orders to match.

 

Semis are soon to have an up cycle,

we’ll all be driving out after Christmas Eve.

You can say there's no such thing as the Euro,

but as for me and suppliers, we believe . . .

 

 

 

I’m dreaming of a green Christmas,

just like the ones I used to know. 

Where the bottom line is in the black,

and red is a thing of the past,

and everyone’s bonuses are back . . .

 

 

 

Santa baby, slip a bunch of Tablet’s under the tree,

                                                                            for us.

Please put the chips back in the black again,

                                                                       not red.

Santa honey, spread around some more wireless and a

                                                                             cloud computer.

So they loosen up some capital spending,

                                                                    we’re not dead.

Santa baby, we need your rapid help,

                                                           to end the blight.

Santa cutie, we’ve been an awful good industry,

                                                                           we’ve paid our dues.

So Santa baby, hurry down the chimney tonight.

 

 

 

Safe Harbor Legal Disclaimer for our Holiday Greeting

 

We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

 

By accepting this greeting you are bound by the terms that:

 

  • This greeting is subject to further clarification or withdrawal. 
  • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged. 
  • This greeting implies no promise by the wishor to actually implement any of the wishes. 
  • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor. 
  • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first. 
  • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.  
  • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," “Santa,” “Saint Nicholas,” “Krampus,” or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged. 

Some of the information in this holiday greeting contain forward-looking statements regarding future events or future charitable and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as “Wishes,” “Merry,” “Happy,” “Joy,” “Let it Snow,” “Blessing,” “Peace on Earth,” “Sending Hugs,” “Dreaming,” “White Christmas” or other words or phrases of similar import.  We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events.



December 17, 2010: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average! VLSI wants to wish everyone a Happy Holiday season and given the vague times, hopefully Santa will bring us all a good New Year. Just to let you know, VLSI Research Inc will officially be closed for the holidays starting at noon Friday, December 17th and will reopen January 3rd. This is our last Chip Insider for the year, but we will post tomorrow’s stock watch on weSRCH to publicize our industry.
 

We trust you, your family, and friends will have a well-deserved holiday and use the troubled times to bring everyone together. We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!

 

And now the Chip Insider’s annual review & forecast set to a melody or poem. So on the twelfth anniversary of my first Christmas melody I picked the duet "Baby, It’s Cold Outside" written by Frank Loesser. Loesser first sang it with his wife at a housewarming party in 1944. The globe was deep in World War II, with the 101st Airborne Division trapped in Bastogne, by Panzers. Their Christmas Eve dinner was cold beans, reminding us that there are always worst times suffered by others.

 

In the original song, the woman sings the first part of the lyric and the man sings the next. In this version, it’s a semiconductor executive and a supplier. Also, to keep with the financial spirit and regulations of the times, I’ve added a Safe Harbor Legal Disclaimer for our Holiday Greeting.

                                                                                                                                       — Dan

 

 

Baby It’s Cold Outside

 

I really can't stay  …  Baby it's cold outside
I've got to go away  …  Baby it's cold outside

Way too much capacity ... It’s really cold outside

 

This market has been. . .  Been hoping it wouldn’t cave in

It’s not so nice . . .  Your buyers are just like ice

Stockholders will worry. . . So, what's your hurry
The board will be pacing the floor. . . What about the law of Moore?

 

So I'd better cut orders. . . Oh please don't hurry
Well maybe just some 450. . . Just put in some money

Some lithography I think. . . More cuz, it's bad out there

Say, what's in this drink. . . No planes to be had out there

I wish I knew how. . . What about a small order now
To turn this around. . . For an order, I’ll be spellbound

What about solar? . . . But they’re no closer

 

I really can't stay. . . Please don't hold out

Ahh, but it's cold outside

 

I simply must go. . . Baby, it's cold outside

The answer is no. . . Ooh baby, it's cold outside

 

What a boom it has been. . . I'm lucky the business came in

 

Thirty nanometers. . . you need 3D and  TSV?

The tablets were so auspicious. . . 100% growth was so delicious

We were hot about LED TV . . . What about CVD and ALD?

The last cycle was so vicious. . . But the upside was scrumptious

It would have shook the founders. . . But what about copper ball bonders

 

Then twenty-two nanometers. . . You’ll need lots of implanters

We got Mobility and eReaders. . . and more testers and handlers

We need hi-k  metal gate. . . Two years in one you needed

To be on the leading edge. . . Your wishes we have heeded 

We need to innovate. . . Baby, it's cold outside

In low power. . . Ooh baby, it's cold outside

 

There’ll be a recovery tomorrow. . . Baby, just give us an order now

At least there’ll be plenty implied. . . Not if equipment caught pneumonia and died

 

I really can’t stay. . . Get over that old out

But ohh, it's not so cold outside. . . Baby, that warms me up

 

I really can’t get caught out. . . Baby I really need a warm up

With a weak supply chain. . . An order will prevent that pain

 

Can’t you stay awhile longer

 

Well... I really shouldn't... alright

 

Make it worth your while baby

 

Ahh, do that again...


 

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December 18, 2009: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average!  VLSI wants to wish everyone a Happy Holiday season and given the sobering times, hopefully Santa will bring us all a far better New Year.  Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon Friday, December 18 and will reopen January 4th.  We trust you, your family, and friends will have a well deserved holiday and use the troubled times to bring everyone together.  We certainly wish you the happiest of holidays. We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!

 

And now the Chip Insider’s annual review set to a melody or poem. So on the eleventh anniversary of my first Christmas melody I have chosen to return Clement Clarke Moore’s “A Visit from St. Nicholas,” which I paraphrased in the first ever edition.

                                                                                                                — Dan

http://www.carols.org.uk/twas_the_night_before_christmas.htm

 

A Visit from St. Nicholas

 

Twas the night before the cycle, when all through the house

Not a computer was stirring, not even a mouse.

The orders were posted at the foundries with care,

In hopes that St Shortage soon would be there.

 

The vendors were nestled, all snug in their beds.

While visions of sweet orders danced in their heads.

And Andrea with his crystal, and I with my ball,

Had just settled our brains for a long winter’s nap.

 

When out from the Internet there arose such a clatter,

Risto sprang from his bed to see what was the matter.

Away to his notebook he flew in a dash,

Grabbed open the screen, wishing he’d bought flash.

 

The LED screen lit up the new market data

Gave visibility into the middle of next year

When, what to his wondering eyes should appear,

But a miniature sleigh, and eight tiny reindeer.

 

As I was looking for the market to make its turn around.

Hoping orders would come with a great big rebound.

It became patently clear,

to all who were near,

That an upturn was here.

 

With a little end driver, so lively and quick,

I knew in a moment it must be Electronics.

More rapid than quad-core processors they came,

Otellini whistled, and shouted, and called them by name!

 

Now DRAMs! Now SRAMs! Now Flash and MPUs!

On Codecs! On Op Aps! On DSPs and MCUs!   

To the top of the fab! Out the door and to the wall!

Now dash away, dash away, a shortage for all.

 

With Moore’s Law to drive them, they wildly fly

When they meet with an obstacle, mount to the sky.

To the top of the market they finally flew.

With a fab full of tools and testers too.

 

I heard a loud rustle and looked up to see,

The Chinese Stimulus was driving us for free.

And then in an instant, I heard the memory producers

prancing and pawing to get back into semiconductors.

 

GLOBALFOUNDRIES was flush in new cash.

The wanted their market entry to make a great bash.

 

And then, in a Taiwan foundry, I heard the proof

The prancing and pawing of each little hoof.

As I drew in my head, it was turning around,

Up and to the left, St Shortage came with a bound.

 

The fabless executives were quite merry,

as Art had called about their next Ferrari.

All dressed in chips, from their head to their feet.

And all of the packages were finished quite neat.

Their foundries were ready with fabs full of new tools,

And fresh new prices to show they were no fools.

 

As the market became quite stirred up,

the gremlins of glut had given up.

Everybody would soon be hearing,

that the shortage was nearing.

While it is easy to admit, our industry has its vices.

please try not to have a fit, when you see it has raised its prices.

 

Then through the air-shower rushed old St. Shortage,

Jolly and fat as a mathematician named Babbage.

He carried a big bag full of 200mm wafers

With plans to bring back 300mm quite later.

He spoke not a word, went straight to the steppers.

Then turned with a jerk to see empty tall stockers.

But I heard him exclaim, as he fitted a reticle,

“Merry Christmas to all, and to all a good-cycle.

 

 



 December 19, 2008: Merry Christmas to all and to all a good cycle . . .                        Top

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average!  VLSI wants to wish everyone a Happy Holiday season, given the sobering times and hopefully Santa will bring us all a far better New Year.  Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon today and will reopen January 5 th.  We trust you, your family, and friends will have a well deserved holiday and use the troubled times to bring everyone together.  We certainly wish you the happiest of holidays. We treasure you support and confidence in us and will do everything possible to be a positive part of keeping our industry on track. And don’t forget, there’s always next year, so go for it!

 

And now the Chip Insider’s annual review set to a melody. Normally it’s a Christmas melody, but honestly, I just can’t get juiced up about a ‘Merry Christmas’ given the times. So on the tenth anniversary of my first Christmas melody I have chosen to paraphrase from Bob Sieger’s ‘Get out of Denver’ as performed by Dave Edmunds.

                                                                                                                — Dan

 

Get out of Memory

 

I still remember it was a upturn and the sun was shinin'
Our United flight was roarin' to San Jose a whinin'
Doin' 380 man the vapor trails was streaming over
Headin' out for San Jose knowin' we was traveling further
All the fabs were blazin’ and the processin' wafers were turnin' turnin'
Had my laptop beside me brother spreadsheets were burnin' burnin'

Up walked a wavelength preachin’ Holland funky litho vendor
She had a line on somethin' short but we couldn't reach it
We told her that we needed somethin' that would keep us goin'
She pulled out all she had and laid it on the counter showin'
All I had to do was lay my money down and get them installin’
The downturn came bustin' in and then we lit out in our 727 go

Get out of Memories baby go
Get out of Memories baby go
Get out of Memories baby go

 

Cause you look just like a vendor
And you might just be an equipment vendor baby
Get out of Memories baby
Get out of Memories

Well banker eyes were flashin' and the vendors were a-screamin'
We had to pinch each other just to see if we was dreamin'
Made it to pilot starts in just under the last damn hour
Lord prices started droppin' and it turned into a thundershower . . . go

The prices were fallin' but the fabline kept on runnin' wafers
We kept on drivin'  ‘till our CFO ran for cover
We couldn't buy a thing somehow we just kept on goin'
We kept on drivin' all night long and then late into the mornin'
'Fore it finally lifted when we looked to see where we was at
We're starin' at a human resources manager’s raised hatchet go

Get out of Memories baby go

Get out of Memories baby go

Get out of Memories baby go

 

Cause you look just like a vendor
And you might just be an equipment vendor baby

Get out of Memories baby
Get out of Memories baby . . . go

 

Get out of Memories baby go
Get out of Memories baby go
Get out of Memories baby go

Cause you look just like a vendor
And you might just be an equipment vendor
Get out of Memories baby go!

 


 



December 19, 2007: Merry Christmas to all and to all a good cycle . . .                       Top

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average!  VLSI wants to wish everyone a Happy Holiday season, and hopefully Santa will bring us all another Red-Hot New YearJust to let you know, VLSI Research Inc will be officially closed for the holidays from noon on December 22nd and will reopen January 7 th.  We trust you, your family, and friends will have the happiest of holidays.  We certainly wish you the happiest of holidays; that Santa will leave a fat bonus check on a branch; and hopefully there’ll be plenty of gifts laid out under the tree as well. If not, there’s always next year, so go for it!

 

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tune of Meredith Willson “May the Good Lord Bless and Keep You,” sung by Bing Crosby and Nat King Cole. 

                                                                                                                — Dan

 

May the Cash King Bless and Keep You

 

May the cash king bless and keep you,
Whether NAND NOR MPUs.
May you find that long awaited,
DRAM day today . . .

 

May the down times all be small ones,
And your fortune ten to the tenth,
May the yield queen bless and keep it high,
Til we meet again . . .

 

May your stock price be soaring,

And lots of options under the tree.

May there be a silicon lining,

An every problem you see . . . 

 

May the CPPI bless you profits,
Whether near or far away.
May you find that long awaited,
Order book today . . .

 

Fill your fabs with 45 nanometer,

Hafnium-oxide, metal gate yielding.

May your light trees all be green,

Til we meet again . . .

 

May the cash king bless and keep you,

Til we meet again . . .

 


Japanese Red-Crowned Crane, Grus Japonensis, Kushiro, Hokkaido, Japan. See more of my photos with my favorite quotes at http://www.flickr.com/photos/wildphotons/. When contacting us regarding this image, please refer to file HokJ_0602_326.



December 18, 2006: Merry Christmas to all and to all a good cycle . . .                       Top

 

 

Well, we’ve just ended another year for the chip making industry – where all the status lights are green and everyone’s yields are above average! VLSI wants to wish everyone a Happy Holiday season, and hopefully Santa will bring us all another Red-Hot New Year. Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon on December 22nd and will reopen January 7 th. We trust you, your family, and friends will have the happiest of holidays. We certainly wish you the happiest of holidays; that Santa will leave a fat bonus check on a branch; and hopefully there’ll be plenty of gifts laid out under the tree as well. If not, there’s always next year, so go for it!

 

And now the Chip Insider®’s annual review and forecast set to a Christmas melody. This year’s melodies are paraphrased from the tune of Bing Crosby’s and Carol Richard’s “Silver Bells.” — Dan 

 

Silicon Bells

 

Silicon bells, silicon bells
It's Christmas time in the valley
Ring-a-ling, hear them ring, ting-a-ling
Soon it will be Christmas day

 

Assembly lines, Wafer Fab lines
Dressed in bunny suit style
On the lines
There's a feeling
of Christmas
Samsung’s laughing
Agere’s passing
Flying mile after mile
And on ev'ry fab line you'll hear

 

Silicon bells, silicon bells
It's Christmas time in the valley
Ring-a-ling, ring-a-ling, hear them ring
Soon it will be Christmas day

 

Strings of light towers
Even air showers
Blink a bright of red and green
As the sales pros rush
home with their orders

 

Hear the cash flow
See the sales flow
This is Santa's big day
And above all this rush

 

You'll hear
Silicon bells . . .
          The corner Santa Claus
silicon bells . . .
          is busy now because . . .

 

It's Christmas time in the valley
Ring-a-ling,
          It’s in the air
hear them ring
         You hear them every where
Soon it will be Christmas day

 

Silicon bells, silicon bells
It's Christmas time in the valley
Ring-a-ling, hear them ring, ting-a-ling
Soon it will be Christmas day
 




December 15, 2005: Merry Christmas to all and to all a good cycle . . .                       Top

 

Well, we’ve just ended another year in the chip making industry – where all the status lights were green and the yields above average.  VLSI wants to wish everyone a Happy Holiday season, and hopefully Santa will bring us all another Red-Hot Christmas next year.  Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon on December 16th and will reopen January 2nd.  We trust you and your family will have the happiest of holidays.  We certainly wish you the happiest of holidays; that Santa will leave a fat bonus check on a branch; and hopefully there’ll be plenty of gifts laid out under the tree as well. There’s always next year.

 

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tune of Meridith Wilson’s “It’s Beginning to Look a Lot Like Christmas” and Jose Feliciano’s  “Feliz Navidad.” - - Dan

 

It’s Beginning to Look a Lot Like an Upturn

 

It’s Beginning to Look a Lot Like an Upturn

Ev’rywhere you go

Take a look in the United States

GDP is firing up

With plasma displays and video games aglow

 

It’s Beginning to Look a Lot Like an Upturn

Wondering what’s in store

But the prettiest sight to see

Is the wafers that will be

Shipping out your back door

 

A pair of Opteron cores and a lot more than Moore

Is the wish for Hector and Hwang

Utilization high and inventories low

Is the hope of Rick and Wang

And equipment suppliers can hardly wait for demand to start again.

 

It’s Beginning to Look a Lot Like an Upturn

Ev’rywhere you go

Everyone’s at the Lakeshore Hotel

Korea and Portland as well

The equipment factories are all ready to go

 

It’s Beginning to Look a Lot Like an Upturn.

Soon the year will start

And the tools that will make it ring

Is the carol that sales can sing

From the bottom of their heart.

 

A pair of Sirion SEMs and a Presler that shoots

Is the wish for Vahe and Paul

Eagles that fly and Pumas that leap

Is the hope of Patrick and John

And equipment suppliers can hardly wait for demand to start again.

 

It’s Beginning to Look a Lot Like an Upturn.

Soon the year will start

And the thing that will make stocks ring

Is the products that you can make sing

From the bottom of your heart.

 

Opteron is a trademark of AMD.  Sirion is a trademark of FEI.  Eagle is a trademark of ASM Pacific.  Presler is a code name for Intel’s new Dual Core processor.  These products were chosen solely for their ability to rhyme with the song with no promotional content intended.

 

 

450’s a Long Way Off

 

450’s a Long Way Off

450’s a Long Way Off

450’s a Long Way Off

No worries about prosperity stuck in the mud.

 

450’s a Long Way Off

450’s a Long Way Off

450’s a Long Way Off

So have a prosperous year and not a dud.

 

I wanna wish you a merry Christmas

I wanna wish you a merry Christmas

I wanna wish you a merry Christmas

From the bottom of my heart

 

We wanna wish you a merry Christmas

We wanna wish you a merry Christmas

We wanna wish you a merry Christmas

From the bottom of our heart . . .

 

Trumpeter Swans, Cygnus columbianus, sleeping on ice.

Lower Klamath National Wildlife Refuge, CA

Keyword: Partnering, Swans & Geese       VLSI XmasCrd2005



December 13, 2004 : Merry Christmas to all and to all a good cycle . . .                       Top

 

Well, we’ve just ended another year in the chip making industry – where all the status lights were green and the yields above average.  VLSI wants to wish everyone a Happy Holiday season, and hopefully Santa will bring us all another Red-Hot Christmas next year.  Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon on December 17th and will reopen January 3rd.  We trust you and your family will have the happiest of holidays.  We certainly wish you the happiest of holidays; that Santa will leave a fat bonus check on a branch; and hopefully there’ll be plenty of gifts laid out under the tree as well. There’s always next year.

And now the Chip Insider®’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tune of Frank Sinatra’s “Have Yourself a Merry Little Christmas” and Ella Fitzgerald’s  “Let it Snow.” - - Dan

 

 

Have Yourself a Merry Little Cycle

 

Have yourself a merry little cycle

Last year’s hearts were high

From now on our troubles are plainly in sight

 

(Back up voices) Oooooooh Yesss

 

Have yourself a merry little cycle (merry little cycle)

We’ve jumped on a bee hive

From now on our troubles will be in 2005

 

(Back up voices) Oooooooh Yesss

 

Here we as in olden cycles

The golden days have gone by

The first half was so dear to us

Wish it was near to us once more

 

Through it all, it’s just another cycle

We have the faith to know

We’ll hang more shining stars in the year to come.

And have yourself a Merry Little Cycle Now.

 

(Back up voices) Ooooooohhhhhh, A Merry Cycle, A Merry Cycle

 

 

 

Let it Flow


Oh, the weather report is frightful,

But the cash flow was so delightful,

And we had so many places to go,

Let it flow, Let it flow, Let it Flow.

 

It had all the signs of screaming,

And the forecasters were quickly revising,

You had to bend like a bow,

Let it flow, Let it flow, Let it Flow.

 

We were so busy it was dreadful,

But Taiwan was so delightful,

China was on the go,

Let it flow, Let it flow, Let it Flow.

 

Now it’s showing signs of stopping,

And I forecast that soon it won’t be popping,

The burners are turned way down low,

Don’t let it Snow, Don’t let it Snow, Don’t let it Snow.

 

When inventory finally kissed us goodnight,

How we hated going out in the storm,

But if you hold that belt in so tight,

All next year you’ll be warm.

 

Well the boom is quickly dying,

But the chip insider® is still a writing,

So it won’t be long ‘til you know,

When it flows, When it flows, When it Flows.

 

A male Northern Cardinal.  Balcones Canyonlands National Wildlife Refuge.  
Keyword:
Holiday     BalconesNWRTX_041025_102



December 17, 2003: Merry Christmas to all and to all a good cycle . . .                        Top

 

VLSI wants to wish everyone a Happy Holiday season, and hopefully Santa will bring us all another Red-Hot Christmas next year.  Just to let you know, VLSI Research Inc will be officially closed for the holidays from noon on December 19th and will reopen January 5th.  We trust you and your family will have the happiest of holidays.  We certainly wish you the happiest of holidays; that after a long dry spell, Santa will leave a bonus check on a branch; and hopefully there’ll be plenty of gifts laid out under the tree. There’s always next year.

 

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tunes of the English version of the German Classic “Oh Christmas Tree” and Irving Berlin’s “White Christmas.”

 

O Profit Tree

 

Oh Profit Tree, Oh Profit Tree

Next year’s leaves will be so verdant

Oh Profit Tree, Oh Profit Tree

This year had an upward gradient

 

Not only assembly and testing

But even wafer fab is again rising

Oh Profit Tree, Oh Profit Tree

Next year’s leaves will be so verdant

 

Oh Profit Tree, Oh Profit Tree

What pleasure it brings our industry

Oh Profit Tree, Oh Profit Tree

What pleasure it brings our industry

 

Oh yes it was the deepest downturn

Which brings the joy of an upturn

Oh Profit Tree, Oh Profit Tree

What pleasure it brings our industry

 

Oh Profit Tree, Oh Profit Tree

Fabs are running at their capacity

Oh Profit Tree, Oh Profit Tree

Customers have burned up their inventory

 

Korea, Taiwan, and China

The U.S., Europe and the rest of Asia

Oh Profit Tree, Oh Profit Tree

Fabs are running at their capacity

 

Oh Profit Tree, Oh Profit Tree

Shortages will keep most prices high

Oh Profit Tree, Oh Profit Tree

It will be the customers who worry about supply

 

Asking why there were no plans for their demand

Answer that there must be consistency in demand

Oh Profit Tree, Oh Profit Tree

It will be the customers who worry about supply

 

Green Christmas

 

I’m dreaming of a green Christmas,

just like the ones I used to know. 

Where the bottom line is in the black,

and red is a thing of the past,

and everyone’s bonuses are back . . . 


December 18, 2002: Merry Christmas to all and to all a good cycle . . .                        Top

 

         @  VLSI wants to wish everyone a Happy Holiday season, and
         
/\     hopefully Santa will bring us all a real Red-Hot Christmas
       
/ * \      next year.  Just to let you know, VLSI Research Inc will be officially

       / * * \       closed for the holidays from noon on December 20th until January 6th.

     / *$ * *\      We trust you and your family will have the happiest of holidays.
  
*  * * * \       We certainly wish you the happiest of holidays; even though it is unlikely

  *  * * $* \         that Santa’ll leave a fat bonus check on a branch; hopefully there’ll be

# # # ||||| # # #      plenty of gifts laid out under the tree. There’s always next year.

 

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tune of “The Christmas Song,” made famous by Nat King Cole with it’s opening line “Chestnuts roasting on an open fire and “Let it Snow.”

 

 

The Christmas Song

 

Cash flow roasting on an open fire

The Feds knocking at the door

Depositions have the economy stuck in a mire

And all messed up and thrown to the floor

 

Everybody knows a turkey and has dealt with some

Didn’t help to make SEMICON bright

Customers and vendors are all glum

Have found it hard to sleep at night

 

Cash flow roasting on an open fire

Yet it won’t even warm your nose

It’s so cold, sales has joined a choir

And they’ve started to dress up like Eskimos

 

Cash flow roasting on an open fire

Ninety nanometers tickling at your toes

New materials, wafers, and end products are on fire - -

DVD’s, digital cameras, and even cameras on phones

 

Everybody knows it’s no turkey, but an upturn

Helps to make the outlook bright

Sales people with eyes all looking to earn

Will find it hard to sleep on all the flights

 

They know that Santa’s on his way

He’s loaded lots of orders and RFQ’s on his sleigh

Everyone is hoping they know why

This time reindeer will really fly

 

And so I’m offering this simple phrase

That next year will be better than two-thousand-two

Although it’s been said many times, many ways

Merry Christmas to you

 

 

Let it Flow


Oh, the weather report was frightful,

Rising cash flow would be so delightful,

And we have so many places to go,

Let it flow, Let it flow, Let it Flow.

 

Well a new boom is slowly emerging,

And the chip insider® is still a-writing,

So we’ll be sure to let you know,

When it flows, When it flows, When it Flows. 



December, 2001: Merry Christmas to all and to all a good cycle . . .                       Top

 

         @  VLSI wants to wish everyone a Happy Holiday season, and
         
/\     hopefully Santa will bring us all another Red-Hot Christmas
       
/ * \      next year.  Just to let you know VLSI Research Inc will be officially

       / * * \       closed for the holidays from noon on December 21st until January 2nd.

     / *$ * *\      We trust you and your family will have the happiest of holidays.
  
/  *  * * * \       We certainly wish you the happiest of holidays; even though it is unlikely,

  *  * * $* \         that Santa’ll leave a fat bonus check on a branch; hopefully there’ll be

# # # ||||| # # #      plenty of gifts laid out under the tree. There’s always next year.

 

And now the Chip Insider’s annual review and forecast set to a Christmas melody.  This year’s melodies are paraphrased from the tunes of Elmo and Patsy’s  “Grandma got run over by a Reindeer,”  Irving Berlin’s 1942 classic “White Christmas,” and J. Javits’ and P. Springer’s “Santa Baby.”

 

Semis Got Run Over by a Cycle

 

Semis got run over by a cycle.

Driving home from Cisco Christmas eve.

You can say there's no such thing as cycles,

but as for me and suppliers, we believe.

 

Semis had been building too much capacity,

and we begged them not to overspend.

But Cisco had been so demanding,

Until John Chambers saw what was around the bend.

 

Semis got run over by a cycle.

Flying home from Taiwan Christmas eve.

You can say there's no such thing as cycles,

but as for me and suppliers, we believe.

 

When they found Semis after Christmas,

They had fallen off a cliff,

The tools that were still on back order,

Got cancelled, leaving sales in a tiff.

 

Now we’re all so proud of the suppliers.

They’ve been taking this so swell.

Flying coach is no fun and eating cancellations is not so swell.

 

Semis got run over by a cycle.

Calling home on a cell phone Christmas eve.

You can say there's no such thing as cycles,

but as for me and suppliers, we believe.

 

Now the chipmakers would soon fall ill.

Each had thought they had Ericsson’s business.

So finding out that all their competitors thought the same,

was surely a hard to swallow pill.

 

Soon the orders were on the table,

And the inventory was piled high.

Greenspan blew out a uniphase fiber candle,

That should just have lit the way to new heights.

 

It’s just not Christmas without semis,

The Taliban are all dressed in black,

And we just can’t help but wonder,

Should we cut more expenses or prepare for the upturn’s flak.

 

The suppliers won’t be able to deliver,

But without TI, IBM, Intel, and Infineon buying,

They might not even be coming back.

When the customers start their panic building,

They’ll complain their vendors aren’t responsive:

“Why didn’t you plan for our attack?”

 

So I’ve warned all my friends and neighbors,

There’s no such thing as non-cancelable orders,

you’d better watch out for your cash,

And they should never give a fab-line,

To just any fool who has a billion-and-a-half.

 

Now we’re waiting for an upturn.

Inventories are down to scratch.

Customers are clamoring for zero-point-one micron,

But we’d all like to have the orders to match.

 

Semis are soon to have an up cycle,

We’ll all be driving out after Christmas eve.

You can say there's no such thing as cycles,

but as for me and suppliers, we believe . . .

 

 

I’m dreaming of a green Christmas,

just like the ones I used to know. 

Where the bottom line is in the black,

and red is a thing of the past,

and everyone’s bonuses are back . . .

 

 

Santa baby, slip a bunch of PC’s under the tree, for us.

Please put the chips back in the black again, not red.

Santa honey, spread around some wireless and a high speed bus.

So they loosen up some capital spending, we’re not dead.

Santa baby, we need your rapid help, to end the blight.

Santa cutie, we’ve been an awful good industry, we’ve paid our dues

So Santa baby, hurry down the chimney tonight.

 



December 22, 2000: Behind the lines @ The_North_Pole.com . . .                       Top

 

         @  VLSI wants to wish everyone a Happy Holiday season, and
         
/\     hopefully Santa will bring us all another Red-Hot Christmas
       
/ * \      next year.  Just to let you know VLSI Research Inc will be officially

       / * * \       closed for the holidays from noon on December 22nd until January 2nd.

     / *$ * * \      We trust you and your family will have the happiest of holidays.
  
*  * * \       We certainly wish you a happiest of millennia; that Santa leaves a fat
#
# # ||||| # # #     bonus check on a branch; and that plenty of gifts are under the tree.

 

                              

Let it Flow


Oh, the weather report is frightful,

But the cash flow was so delightful,

And we had so many places to go,

Let it flow, Let it flow, Let it Flow.

 

It had all the signs of screaming,

And the forecasters were quickly revising,

The stock market was everyone’s beau,

Let it flow, Let it flow, Let it Flow.

 

We were so busy it was dreadful,

But Taiwan was so delightful,

Europe was on the go,

Let it flow, Let it flow, Let it Flow.

 

Now it’s showing signs of stopping,

And I forecast that soon it won’t be popping,

The burners are turned way down low,

Don’t let it Snow, Don’t let it Snow, Don’t let it Snow.

 

When communications finally kissed us goodnight,

How we hated going out in the storm,

But if you hold that belt in so tight,

All next year you’ll be warm.

 

Well the boom is quickly dying,

But the chip insider is still a writing,

So it won’t be long ‘til you know,

When it flows, When it flows, When it Flows.

 

- - Adopted from “Let it Snow” for a light overview of 2000’s major events with a holiday twist.  I hope you enjoyed it. - - Dan



December 20, 1999: Behind the lines @ The_North_Pole.com . . .                        Top

 

         @  VLSI wants to wish everyone a Happy Holiday season, and
         
/\     hopefully Santa will bring us all another Red-Hot Christmas
       
/ * \      next year.  Just to let you know VLSI Research Inc will be officially

       / * * \       closed for the holidays from noon on December 23rd until January 3rd.

     / *$ * * \      We trust you and your family will have the happiest of holidays.
  
*  * * \       We certainly wish you a happiest of millennia; that Santa leaves a fat
#
# # ||||| # # #     bonus check on a branch; and that plenty of gifts are under the tree.

 

                              

A Visit from Saint Shortage


‘Twas the night before the cycle, when all through the house,

not a computer was stirring, not even a mouse.

The quartzware was steadied by the furnace stacks with care.

In hopes that demand, would soon be there.

The vendors were nestled, all snug in their beds.

While visions of sweet orders danced in their heads.

Jerry had his crystal and Risto his ball,

I had just taken a long walk down the hall.

When out in Santa Clara arose such a cheer,

I jumped in my Jeep to see what was so clear.

 

Away from the airport I flew like a flash

and tore up 101 in a mighty good dash.

When to wondering eyes what should appear,

a small development fab with eight tiny reindeer,

a dashing white-haired driver, adorned with famous furs,

I knew in moment it must be Sanders,

Smooth and quiet as the Rolls Royce of fame.

Then he whistled, and shouted, and called them by name:

 

Now DRAMs! Now SRAMs! Now Flash and MPU’s!

On Codecs! On Op Aps! On DSPs and MCUs!   

With a promise that the K-series will Blitz’em this fall.

He came with a new generation made for them all.

To the top of the fab! Out the door and to the wall!

Now dash away, dash away, a shortage for all.

 

To the top of the market they finally flew.

With a fab full of tools and testers too.

The dot-coms were floating, flush in new cash.

But their chips were too slow to make a great bash.

For customers it might have been okay,

If it had not been for Y2K.

I heard a loud rustle and looked up to see,

when what should it be, but a Pentium  III™.

And then in an instant, I heard many investors

prancing and pawing to get into semiconductors.

 

As I was looking for the market to make its turn around.

Who should be jumping on top, but Barrett with a bound.

He was dashing about buying many comm companies,

to escape being caught in big market calamities.

It was patently clear,

to all who were near,

he was ready for the millennium,

with technology ad infinitum.

 

The fabless executives were seen to be smiling,

as they prepared for their next filing.

All dressed in chips, from their head to their feet.

And all of the packages were finished quite neat.

Their foundries were ready with fabs full of new tools,

And fresh new prices to show they were no fools.

 

As the market became quite stirred up,

the gremlins of glut had given up.

Everybody would soon be hearing,

that the shortage was nearing.

While it is easy to admit, our industry has its vices.

please try not to have a fit, when you see it has raised its prices.

 

Then through the air-shower rushed old St. Shortage,

Jolly and fat as a mathematician named Babbage.

He carried a big bag full of 200mm wafers

With plans to bring back 300mm quite later.

He spoke not a word, went straight to the steppers.

Then turned with jerk to see empty tall stockers.

But I heard him exclaim, as he fitted a reticle,

Merry Christmas to all, and to all a good-cycle.

 

- - Adopted from Clement C. Moore’s original for a light overview of 1999’s major events with a holiday twist.  I hope you enjoyed it. - - Dan

 


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