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-US Administration to “blacklist” SMIC- Cutting off ALL US help
-A slow death versus a quick death (unlike Jinhua)
-There is enough time on way out door to leave scorched earth
-Reports in the Media about SMIC being “Blacklisted”
It has been widely reported that SMIC will be added to the US “Blacklist”… Read More
– Tsinghua $198M Bond Bust
– Good for memory: Samsung Micron LG Toshiba –
– Not good for chip equipment
– Could China Credit Crunch hit more than foundry embargo?
– Damage to China memory positive for other memory makers
– Not good for chip equip if customers can’t get money
China’s… Read More
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
2020 has been a NAND growth year-2021 will be the year of DRAM. While foundry logic has gotten all the credit in 2020 the reality is that NAND has been up 2X in 2020 for semiconductor equipment provider Applied Materials (AMAT). It is expected that NAND will be flat in 2021 while DRAM will take over the growth slot with foundry/logic … Read More
As compared to previous presidential elections, this one likely has much more impact on… Read More
KLA reported revenue of $1.54B and Non GAAP EPS of $3.03 versus street expectations of $1.49B and EPS of $2.77. Guidance is for revenues… Read More
Lam reported Non GAAP EPS of $5.67 versus $5.19 street and Revenues of $3.18B which was $70M better than street expectations. Lam obviously does … Read More
Getting out of NAND makes sense
The memory market is very tough, competitive and worst of all, very cyclical. Unless you have an iron… Read More
ASML hits great numbers
ASML reported revenues of Euro 4B, with income of Euro 2.54EPS, both beating estimates handily. Ten EUV systems were … Read More
SMIC Cut Off = Worst case scenario
SMIC is on US gov “no fly” list for US Equipment Companies
Will likely lead to loss of all of China- 25% to 50% of revenues
Retaliation by China will worsen situation
SMIC cut off from US technology (Chip Equip)
It has been reported in the Wall St Journal and many news outlets that the US government… Read More
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[title] => SemiWiki Main Forum ( Ask the Experts! )
[description] => Post your questions to the experts here!
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Should Intel be Split in Half?