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China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up

China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up
by Dylan Patel on 10-03-2021 at 10:00 am

China Silicon Carbide Fab 2021

China has consistently pushed large amounts of money into semiconductors via tax policy, subsidies, and loans. This has resulted in the entrance into the supply chain being sped up, but it isn’t all pretty. Wuhan Hongxin Semiconductor Manufacturing (HSMC) is the most public case of a kerfuffle. Money was raised but squandered… Read More


Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future
by Dylan Patel on 09-30-2021 at 2:00 pm

DRAM Scaling 2021 SemiWiki Micron

Memory pricing and margins are at highs as industry consolidation and semiconductor shortages drive the supply demand balance completely out of whack. A common theme of the memory industry has been continued consolidation. We are at only 3 leading edge DRAM producers, and the number of NAND producers is dwindling even with the … Read More


The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive

The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive
by Dylan Patel on 09-29-2021 at 10:00 am

China NAND 1

The NAND flash market has been doing quite well recently. Prices have risen nearly 80% from their lowest levels last year based on TrendForce’s spot prices. Combine Covid-19 with the resulting work from home PC and datacenter booms and NAND spot prices are extremely high. The PC market is starting to turn and phone sales are still… Read More


Will The China Real Estate Meltdown End The Semiconductor Shortage?

Will The China Real Estate Meltdown End The Semiconductor Shortage?
by Dylan Patel on 09-14-2021 at 6:00 am

China Realestate 2021

Real estate has fledged recently in China under new restrictions. Various local governments have put in various measures to prevent real estate speculation. These measures include halting private equity investment, restrictions on property activities such as gifting, increasing interest rates, and holding local governmentsRead More


AMAT Nice Beat Strong Growth for Both 2021 & 2022

AMAT Nice Beat Strong Growth for Both 2021 & 2022
by Robert Maire on 05-23-2021 at 6:00 am

Applied Materials Q2 2021 1

-Strong beat & guide- WFE up in 2021 & 2022-$160B combined
-Taking share in conductor etch & CVD
-Traditional Moore Scaling – No More?
-Foundry Logic leads followed by DRAM with weak NAND

Nice beat & guide & raise
Applied reported revenues of $5.58B with GM of 47.5% resulting in non-GAAP EPS of $1.63. … Read More


Arm Announces Neoverse Update, Immediately Following V9

Arm Announces Neoverse Update, Immediately Following V9
by Bernard Murphy on 05-13-2021 at 6:00 am

Arm Neoverse Update

Among marketing principles, “Stay Visible’ must rank as one of the highest. Meaning that if you don’t have something new to announce on a regular basis, you disappear. Most important, among the people you hope to influence, you cease to exist. As true for small ventures as large, though small ventures struggle to understand or prioritize… Read More


Electronics Back Strongly in 2021

Electronics Back Strongly in 2021
by Bill Jewell on 03-19-2021 at 8:00 am

Electronics Production 2021

Electronics production has recovered strongly from slowdowns due to the COVID-19 pandemic. Most major Asian electronic producers reported double-digit increases in early 2021. The chart below shows three-month-average change versus a year ago for electronics production. The data is from each country’s official statistics… Read More


Semiconductor Shortage – No Quick Fix – Years of neglect & financial hills to climb

Semiconductor Shortage – No Quick Fix – Years of neglect & financial hills to climb
by Robert Maire on 03-03-2021 at 8:00 am

Toamagachi Semiconductor shortage

– Semi Situation Stems from long term systemic neglect
– Will require much more than money & time than thought
– Fundamental change is needed to offset the financial bias
– Auto industry is just the hint of a much larger problem

Like recognizing global warming when the water is up to your neck

The problem… Read More


The Chip Market / China Conundrum

The Chip Market / China Conundrum
by Malcolm Penn on 02-28-2021 at 2:00 pm

China Taiwan Chip Dilema

In its February 20, 2021 edition, the Economist published an article entitled “How to kill a democracy; China faces fateful choices, especially involving Taiwan”.  It went on to quote “To many Chinese, the island’s conquest is a sacred national mission” as well as a by-line “America is losing its ability to deter a Chinese attack… Read More


The Semiconductor Industry Has High Hopes That Biden Will Change Tracks

The Semiconductor Industry Has High Hopes That Biden Will Change Tracks
by Terry Daly on 12-13-2020 at 8:00 am

US China Semiconductor Biden

What is the “right track” for US-China trade relations?

The semiconductor industry has been squarely in the crosshairs of US-China trade tensions for four years. As the US faces a presidential leadership transition, will a Biden administration change the dynamic? The chip industry is counting on it, and China hopes so too.

In … Read More