Join us for the 2025 TSMC OIP ECOSYSTEM FORUM
Get ready for an electrifying dive into the future of semiconductor design at the 2025 TSMC Global Open Innovation Platform® (OIP) Ecosystem Forum! This isn’t just an event; it’s a dynamic hub where the brightest minds converge to ignite the next wave of innovation.
As the AI revolution… Read More
– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative
AMAT guides down for big miss on Q4
…
Read More
IOTE Expo is the world’s largest and most influential IoT trade platform, hosting a comprehensive series of IoT activities and conferences that encompass the entire ecosystem.
As the autumn edition of IOTE Expo, IOTE Expo Shenzhen 2025 will take place from August 27-29 at Shenzhen World Exhibition & Convention Center.… Read More
CadenceLIVE China 2025by Admin on 06-10-2025 at 4:17 pm
Are you driving design change? Do you think you have successfully overcome challenges that may affect the electronic revolution? CadenceLIVE is willing to provide a platform to share your story. Come here to show your expertise, share and provide professional skills to help engineers solve the complexity and challenges they… Read More
Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations
Quarter and year are just OK but outlook is
…
Read More
- Lam put in good quarter with flattish guide- still a slow recovery
- This is better than worst case fears of order drop like ASML
- China spend is slowing but tech spending increase offsets
- Relief rally as the market was braced for bad news and got OK news
Lam has OK, slightly better than in line quarter with OK guide….
It coulda been… Read More
Electronics production in the major developed countries has been showing slow growth or declines in 2024. United States electronics production three-month-average change versus a year ago (3/12 change) was 0.4% in July 2024, the slowest since the pandemic year of 2020. Growth has been slowing since averaging 6.5% in 2022 and… Read More
