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-Need more/less spend & more/fewer chips
-The irony of chips act passage & Intel stumble on same day
-Due to excess supply of chips, Intel cuts spending
-Due to shortage of chips, the government increases spending
-How did this happen on the same day? Cosmic Coincidence?
The irony of intel cutting spending… Read More
-If you can’t beat them, embargo them
-It has been reported US wants ASML to halt China DUV tools
-US obviously wants to kill, not just wound China chip biz
-Is this embargo the alternative to failed CHIPS act?
-Hard to say “do as I say, not as I do”- but US does anyway
First EUV ban now DUV ban? Are process & yield… Read More
The original Silicon Shield theory, as described in my 2001 book, stated that Taiwan’s role as producer of 90 per cent of the world’s IT products (at that time) protected it from an attack by China because the United States, acting in its own self interest, would come to the island’s defense. A similar scenario – involving oil,… Read More
TSMC drew the ire of Chinese state media last week after it complied with the US Department of Commerce request to submit supply chain data by the November 8 deadline.
The Chinese reports, which called it an act of “surrender” to US hegemony, were careful in laying blame on Taipei for caving in to Washington, rather than pointing fingers… Read More
Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess
The yellow caution flag in the Semi race impacts Lam as well
As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More
-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
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 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
– 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
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
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