Why Intel may be the first casualty if Beijing retaliates over Biden’s export controls

Why Intel may be the first casualty if Beijing retaliates over Biden’s export controls
by Craig Addison on 11-14-2022 at 6:00 am

Intel China Tower Semiconductor

After the Biden administration upped the ante in the tech war by restricting China’s access to advanced US semiconductor technology, the $64,000 question was “How might Beijing respond?”

Punishing American companies in China (like Apple and Tesla) was not considered likely given the employment they generate – Apple… Read More


KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact

KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact
by Robert Maire on 10-30-2022 at 5:00 pm

KLA SemiWiki 2022

-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA

KLAC reports strong quarter and good guide

Revenues were $2.7B with EPS of $7.06 versus street… Read More


LRCX down from here – 2023 down more than 20% due to China and Downcycle

LRCX down from here – 2023 down more than 20% due to China and Downcycle
by Robert Maire on 10-27-2022 at 10:00 am

Lam Research USA Chips

-Lam reports good quarter that is high water mark for cycle
-2023 WFE to be down more than 20%- Cuts spending & Hiring
-If we back out deferred rev outlook would be down for Dec
-Memory already Down & China down $2-$2.5B in 2023

Lam reports good quarter but likely peak of current cycle with clear drop

Lam reported revenues of … Read More


A Perspective on Semiconductor Manufacturing Initiatives & Strategies

A Perspective on Semiconductor Manufacturing Initiatives & Strategies
by Sagar Pushpala on 10-17-2022 at 10:00 am

A Perspective on Semiconductor Manufacturing Initiatives

My name is Sagar, and I’ve been a long-time executive in the semiconductor manufacturing world — holding key positions at large multi-nationals, a leading semiconductor foundry, and partnering with many of the top-tier foundries and OSATs. Since “retiring”, I’ve also spent time advising and investing in start-ups through Read More


Chip Train Wreck Worsens

Chip Train Wreck Worsens
by Robert Maire on 10-16-2022 at 4:00 pm

Train Wreck Semiconductors 2022

-Semi Equip go from bad to worse as TSMC cuts capex
-Numbers will be slashed for December quarter
-So far just a handful of exceptions to blockade but temporary
-China’s response could be very ugly

Fast motion train wreck

Just when some people thought that Fridays department of commerce announcement couldn’t get worse,… Read More


Semiconductor China Syndrome Meltdown and Mayhem

Semiconductor China Syndrome Meltdown and Mayhem
by Robert Maire on 10-13-2022 at 6:00 am

The China Syndrome

-Commerce Dept drops a 100 page nuke on the Semi industry
-Many words but not a lot of clarity on exact impact
-Implementation & interpretation will be key to quantify impact
-It’s all bad, just a question of how bad

China is the industry’s biggest customer

We all know that China uses most of the world’s semiconductors… Read More


Does SMIC have 7nm and if so, what does it mean

Does SMIC have 7nm and if so, what does it mean
by Scotten Jones on 09-07-2022 at 10:00 am

SMIC 7nm

Recently TechInsights analyzed a Bitcoin Miner chip fabbed at SMIC and declared SMIC has a 7nm process. There has been some debate as to whether the SMIC process is really 7nm and what it means if it is 7nm. I wanted to discuss the case for and against the process being 7nm, and what I think it means.

First off, I want to say I am not going … Read More


Why China hates CHIPS

Why China hates CHIPS
by Craig Addison on 09-05-2022 at 6:00 am

Joe Bidden CHIPS Act 2022

The CHIPS and Science Act has its fair share of critics, with detractors calling it corporate welfare for “losers” like Intel, or lacking guardrails to prevent companies making legacy chips in China.

One of the most vocal opponents of the act has been China’s communist-ruled government.

CHIPS – an acronym for Creating Helpful … Read More