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!
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.
Tech Shows up for COVID-19: Time to Expand Horizons
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
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
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
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
Semiconductor COVID-19 Update!
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
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
Coronavirus Chops SPIE Litho EUV Conference
Corona Curtails already quiet SPIE Litho conference
Our best guess is that attendance was off by 30% from last years SPIE conference due to a lack of travelers from many Asian areas obviously out of Corona fear. Even Intel, which is a few miles away was a virtual no-show with a mass cancellation.
More importantly, virtually all after… Read More
China Chip Equip Embargo just got real
Worst Case Scenario now possible!
- Embargo could extend beyond China to Taiwan (TSMC)
- Likely backs up ASML pressure & Huawei indictment
- “Maximum Pressure” campaign similar to Iran
- Not likely to go away through trade negotiations
US to restrict chip equipment sales to Huawei producers
The Wall Street Journal… Read More
If you believe in Hobbits you can believe in Rapidus