You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
From an older article:
"The move adds to Berlin’s strategy to become a leading European hub for chip manufacturing, backed by generous state support. The EU as a whole is, meanwhile, seeking to double its share of the global semiconductor market from 10 to 20 per cent by the end of the decade...
Don't know, there are many aspects to be considered before answering this.
Wrt China, 18 new fabs to start in 2024 but the capacity is only growing with 13%. And this is the capacity not the demand. Chinese manufacturers didn't have 170 fabs already that those 18 new fabs are representing a...
Would be interesting to see who is bulding those new 18fabs, and even more interesting how many of them are non chinese.
De-risking from China is obviously not happening across all industries.
For the sample builds before production they normally place manual orders of 1 or 2 reels and you support those from your sample store on short notice and even free of charge sometimes if that's a big project. Your sample store has to always be full for this type of manual orders. Once they go...
The forecast the customers are sending is not necesarily based on the lead times you will have. As I said, most of them are sending 52weeks forecast and if increases are happening in the lead time then you will support that only if you want/can but you're not obliged to as lead times are...
Especially in automotive, them Bosch, Conti, Valeo, etc. are sending a rolling forecast for the next 52 weeks (some of them only 25weeks) which is binding. Cancellations, decreases and increases are of course happening all the time but then the frozen windows are super important - meaning, you...
As the new ESMC (TSMC, Bosch, IFX and NXP joint venture) will produce the first wafers in 2027-2028, and the expansion of GF (if they get funding) will also be due by the same time...I wonder how is Europe share changing beyond 2027.
Good point with sponsored results on today‘s search. But don‘t you think that same could happen with these chat bots, wrong incentives could influence results?
