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  1. P

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    Mainland China has no unions at all
  2. P

    UMC Reports First Quarter 2024 Results

    Back in 2008, UMC mid-tier process engineer was topping at $28k a year gross
  3. P

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    Taiwan has corrupt unions too
  4. P

    China Taking Taiwan, Fear Mongers Rule

    Do you think Xi Jinping even knows what a microchip is? If he even cared about economy, he wouldn't have been so enthusiastically destroying it. Such things didn't exist in his life. He never held a day job in his whole life.
  5. P

    China Taking Taiwan, Fear Mongers Rule

    Maybe, it was a bad idea to feed an ultramilitarist dictatorship until it became world's no.2 economy? Anyways, after warheads will land, no world order will hold, we will be up for a few years of global Yugoslavia. Don't be unprepared. If you could've understood Chinese, you would've known...
  6. P

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    She is a socialite no question. The position she occupies really requires a specialist career civil servant who studied all that international trade, and etc. It was my surprise to learn that the sanctions office in the commerce department is tiny, and is staffed with junior staffers who come...
  7. P

    TSMC's New N4C

    That company is well known for walking away from contracts for 1%-2% difference. Why would Cook negotiate for double the price, when he personally supervises Apples' procurement and goes on doing truly Chinese level bargaining.
  8. P

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    US+TW+DE export ban = a sure destruction of electronics industry in China. High end FPGAs, and CPLDs are one thing, but you cannot make even a radio doorbell without most dumb stuff: power, passives, discretes. PCB materials If USA government really wanted to economically nuke China, it...
  9. P

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    For the TSMC, the mainstream would be 65-28, where non-DP, and non-immersion nodes are. It's still a very huge market volumes-wise. 200mm is quite profitable, but: no equipment, no workers, the market will eventually cool down from the peak COVID craze 200mm wafer prices.
  10. P

    Biden-Harris Administration Announces Preliminary Terms with Samsung Electronics to Establish Leading-Edge Semiconductor Ecosystem in Central Texas

    If American's real concern was supply chain security, and ability to source chips in a large volume during a war with China, they would've bet more of GloFo. Instead, most of the top beneficiaries grants will go into low volume leading edge, which will not do anything about, say, MCUs, which...
  11. P

    India's entry into chip equipment manufacturing a masterstroke, says Fab Economics CEO

    Well, not much. All big contract manufacturers experimented manufacturing both in India, and China 20 years ago, but India had unions, and China did not. "Raw" costs were around the same in 200X in India, and China. Back in 200X, neither China, nor India were significant in components, and parts...
  12. P

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    I would say we are many years away from when the cheapest 300mm will approach the most advanced 200mm project in cost at MOQ.
  13. P

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    You need only one weakest link in the very long, and very complex chain of subsidised companies supplying the factory to fail for the whole subsidised supply chain to stall. This is why subsidy of complex industries is an all or nothing affair. I remember how Japanese semiconductor grade...
  14. P

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    The volumes of ancient nodes was increasing, because nobody would make discretes, and trivial ICs on immersion steppers, but the total semi market been increasing faster than it, with the main driver being smartphones. No. Their financial backers will not swallow that even if they understood...
  15. P

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    China is largely playing the same game TSMC has played, except even more aggressively. TSMC has lost its focus on the mainstream market share when it started competing with IDMs for the leading edge. SMSC was building world largest 200mm fab when even laggards were moving to 300mm for good. It...
  16. P

    How China Could Swamp India’s Chip Ambitions

    China does not manufacture much of its own either. The tragicomedy there is that much of "Made in China" assemblies and modules also come half finished, or already finished from Taiwan/Japan/Korea, but they stored and accounted for accounting purposes as assemblies in China. Take smartphone...
  17. P

    How China Could Swamp India’s Chip Ambitions

    These people have no experience assembly and manufacturing, seemingly at all. ~90% of CE manufacturing outside of China is "bring everything from China as a knockdown kit" and do the final assembly to skirt few prevents of tariffs. Vietnam is by far ahead of India by 15 years, and almost none...
  18. P

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    Much of bottom lines of state companies in China conceals stealth subsidies. Double digit of them. So just more of companies getting kept alive with direct cash disbursement will not be anything unusual, but China's non-subsidised private sector economy slowing down means less cash for state...
  19. P

    The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

    157i was not supposed to be water, diiodomethane I think
  20. P

    The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

    What's missing from the story: 157i Intel invested massively into new tools, but then the cycle caught up to them, and they had no courage to tank the losses. In the meanwhile, EUV has matured during the time span for which 157i was originally expected to hold. I think Intel did not expect...
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