I thought my ears were deceiving me when a commentator (I believe it was David Brooks) gushed with admiration on NPR a few years ago that it was great that Jeff Bezos of Amazon was injecting Silicon Valley thinking into the Washington Post. What?!?!?! Unless my Google got jammed, Amazon is in Seattle. But Silicon Valley got the tagline.… Read More
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Legacy Chip Overcapacity in China: Myth and Reality
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Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity
I really like that second article Fred, thanks for sharing! This being more of an alternate history of sorts is…— nghanayem on May 6, 2024Will my High-Speed Serial Link Work?
It all comes down to the pcb factory in the end. They have their selection of materials and tolerances to…— ost on May 6, 2024LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?
Interesting part about dry resist cost and throughput. It was considered even before EUV many nodes ago.— Fred Chen on May 4, 2024Real men have fabs!
Hi Steve We include more Chinese companies in our data. As a consultancy, I hope you understand that we keep…— Claus Aasholm on April 28, 2024Real men have fabs!
How many companies are you including in your China foundry capex/sales (SMIC, Huali/Hua Hong, and ???). Additionally, what would the…— stevepelayo on April 28, 2024Real men have fabs!
Samsung is the dominant foundry and capex is likely spent more effective in conjunction with the IDM part of the…— Claus Aasholm on April 24, 2024Real men have fabs!
We track many more companies than what you see in the chart. Our insight model requires input data and Siemens…— Claus Aasholm on April 24, 2024Real men have fabs!
Under EDA you should add Siemens, Keysight EDA, etc.— Daniel Payne on April 24, 2024
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