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I wonder why TSMC is given a few months reprieve until December
Sep 2, 2025
S
Chip Maker SMIC Sees Limited Impact of Trump’s Tariffs
China’s largest chip maker, Semiconductor Manufacturing International Corp...
Sep 2, 2025
S
Semiconductor Manufacturing International Corporation (SMIC) reported its Q2 2025 earnings with a mixed performance driven by ongoing...
Sep 2, 2025
S
At this rate Chinese WFE makers will outsell the US WFE makers in China around 2028-2029.
Sep 2, 2025
Lots of delays after deal was done between Intel and Hynix.
The actual transition (fab authority) from Intel to Hynix is only happening...
Sep 2, 2025
S
It is almost the same for ASML, 41%.
Sep 2, 2025
S
In fiscal year 2024, China accounted for approximately 37% of Applied Materials’ total revenue. 39% for LAM and 36% for KLA.
Sep 2, 2025
S
And how much of the money on imports is from lithography? Vs how much is Applied Materials, Lam, or KLA. The US tool makers.
TEL claims...
Sep 2, 2025
S
Lots of delays after deal was done between Intel and Hynix.
The actual transition (fab authority) from Intel to Hynix is only happening...
Sep 2, 2025
S
Now TSMC's Nanjing fab has been removed from the US government's VEU list...
Sep 2, 2025
S
You are correct:
https://www.intc.com/news-events/press-releases/detail/1513/intel-sells-ssd-business-and-dalian-facility-to-sk-hynix...
Sep 2, 2025
S
I thought Intel already sold its Dalian China fab to SK hynix several years ago.
Sep 2, 2025
S
IC Insights no longer exists. Techinsights bought it and Scotten Jones is retiring. His products are still available through TechInsights.
Sep 2, 2025
S
EETimes is a very annoying website. Ads popup often and intrusively. Many of the articles are written by authors who obviously don't...
Sep 2, 2025
S
Anandtech is defunct unfortunately. I would include subtracks from experts like Dr. Ian Cutress and others.
Sep 2, 2025
Like.
Chip Maker SMIC Sees Limited Impact of Trump’s Tariffs China’s largest chip maker, Semiconductor Manufacturing International Corp...
hist78 reacted to Jert's post in the thread China condemns US move to revoke semiconductor waivers for Intel China, Samsung, SK Hynix with