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TSMC pushes out equip purchases – SIA and SEMI ask for government help

TSMC pushes out equip purchases – SIA and SEMI ask for government help
by Robert Maire on 06-01-2020 at 9:00 am

TSMC China

TSMC pushing out equipment purchases
Covid/China trickles down to chip industry
SIA and SEMI ask for financial/govt help to keep up
The beginning of another down cycle?

We have heard from a number of sources that TSMC has started to push out equipment orders as concerns grow about the second half of the year.

Right now is the most logical… Read More


Time for Chip Diplomacy

Time for Chip Diplomacy
by Terry Daly on 05-29-2020 at 10:00 am

image 4

An industry caught in the crosshairs of geopolitics needs global emeritus leadership

The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More


China’s Position in the Global Semiconductor Value Chain

China’s Position in the Global Semiconductor Value Chain
by Bart van Hezewijk on 05-25-2020 at 6:00 am

China Semiconductor SemiWiki

In this third article about China’s role in the global semiconductor industry I analyse the current state of affairs of the Chinese semiconductor industry in different segments. In the previous articles, I looked at the possible effects of a US-China decoupling in the semiconductor industry and the impact of the Big Read More


TSMC stops doing business with Huawei!

TSMC stops doing business with Huawei!
by Robert Maire on 05-18-2020 at 9:30 am

China Semiconductor Ban Huawei

Hours after agreeing to build a fab in US TSMC will stop selling to Huawei- Repercussions will reverberate through all tech: Semis, semi equip, chip customers, all collateral damage.

It has been reported by Nikkei and other sources that TSMC has stopped taking orders from Huawei in order to comply with US export controls.

HUAWEIRead More


Tech Shows up for COVID-19: Time to Expand Horizons

Tech Shows up for COVID-19: Time to Expand Horizons
by Terry Daly on 05-06-2020 at 10:00 am

Covid Tech 2020

Bring digital technology solutions to bear on more of our toughest societal problems 

“We are all in this together”. The world faces 250,000 COVID-19 deaths, each a tragic human story. The pandemic will bring a litany of “lessons learned” including lack of preparedness, slow response and uneven recovery. The rapid… Read More


Covid Created Collateral China Crisis

Covid Created Collateral China Crisis
by Robert Maire on 05-03-2020 at 6:00 am

China US Trade Agreement 2020

Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-

A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More


LRCX Supply constrained by Covid Crisis

LRCX Supply constrained by Covid Crisis
by Robert Maire on 04-26-2020 at 8:00 am

LCRX Lam Research 2020 COVID

Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
NAND solid, China big @ 32%, Foundry remains great

Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More


COVID-19 and Chinese Automotive Innovation

COVID-19 and Chinese Automotive Innovation
by Roger C. Lanctot on 04-01-2020 at 10:00 am

COVID19 and Chinese Automotive Innovation

It’s a shame that the U.S. president and his administration have chosen to criticize and attack China for its poor management of the novel coronavirus crisis. It is rapidly becoming evident that China now knows more than any other country how to effectively confront the pathogen and bring it to its knees.

Rather than reaching

Read More

Semiconductor COVID-19 Update!

Semiconductor COVID-19 Update!
by Mark Dyson on 03-22-2020 at 10:00 am

COVID 19 Semiconductors SemiWiki

Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More


5G Infrastructure Opens Up

5G Infrastructure Opens Up
by Bernard Murphy on 03-19-2020 at 6:00 am

5G network

It seemed we were more or less resigned to Huawei owning 5G infrastructure worldwide. Then questions about security came to the fore, Huawei purchases were put on hold (though that position is being tested outside the US) and opportunity for other infrastructure suppliers (Ericsson, Nokia, etc) has opened up again.

Building … Read More