CIOE 2022 (The 24th China International Optoelectronic Exposition)

CIOE 2022 (The 24th China International Optoelectronic Exposition)
by Admin on 09-07-2022 at 12:00 am

CIOE 2022 (the 24th China International Optoelectronic Exposition), will be held from September 7-9, 2022 at Shenzhen World Exhibition and Convention Center. Known as the world’s largest optoelectronic event, CIOE 2022 will showcase up-to-date optoelectronic technologies and comprehensive solutions for optoelectronic… Read More


KLAC same triple threat headwinds Supply, Economy & China

KLAC same triple threat headwinds Supply, Economy & China
by Robert Maire on 08-07-2022 at 10:00 am

KLA Tencor

-KLA sings same cautionary song as LRCX (with Intel Chorus)
-Sees similar softening of WFE & second half
-Same Government “notice” on China/14NM – Same supply ills
-We remain concerned about share loss in patterning

Deja Vue, all over again- Great QTR & Guide amid caution & softening

KLAC reported… Read More


ASML Business is so Great it Looks Bad

ASML Business is so Great it Looks Bad
by Robert Maire on 07-24-2022 at 6:00 am

ASML Systems 2022

-ASML reports strong quarter- Orders up 20% Qtr/Qtr
-Customers rush delivery which delays revenue recognition
-Chip makers need hard to get litho tools most of all
-Warning on concerns about consumer chip demand

Good numbers that are even better in reality

ASML reported revenues of Euro5.4B and EPS of Euro3.54. Most importantly… Read More


ASML- US Seeks to Halt DUV China Sales

ASML- US Seeks to Halt DUV China Sales
by Robert Maire on 07-10-2022 at 6:00 am

China Semiocnductor Ban DUV EUV

-If you can’t beat them, embargo them
-It has been reported US wants ASML to halt China DUV tools
-US obviously wants to kill, not just wound China chip biz
-Is this embargo the alternative to failed CHIPS act?
-Hard to say “do as I say, not as I do”- but US does anyway

First EUV ban now DUV ban? Are process & yieldRead More


TSMC 2022 China Virtual Technology Symposium

TSMC 2022 China Virtual Technology Symposium
by Admin on 06-30-2022 at 12:00 am

Date: June 30, 2022 (Thursday)
Time:Starts at 9:00 a.m.

Website link to be announced in June

Get the latest on:
  • TSMC’s smartphone, HPC, IoT, and automotive platform solutions
  • TSMC’s advanced technology progress on 5nm, 4nm, 3nm processes and beyond
  • TSMC’s specialty technology breakthroughs on ultra-low
Read More

The Evolution of Taiwan’s Silicon Shield

The Evolution of Taiwan’s Silicon Shield
by Craig Addison on 06-25-2022 at 6:00 am

Silicon Shield 2025 Poster A4 size

The original Silicon Shield theory, as described in my 2001 book, stated that Taiwan’s role as producer of 90 per cent of the world’s IT products (at that time) protected it from an attack by China because the United States, acting in its own self interest, would come to the island’s defense. A similar scenario – involving oil,… Read More


CHIPS for America DOA?

CHIPS for America DOA?
by Robert Maire on 06-19-2022 at 6:00 am

CHIPS for America 2022
  • We think hopes for CHIPS for America is fading fast
  • Politics, Jan 6th, guns, inflation, partisanship will likely block it
  • Alternative to building US semis is knocking down China chips
  • The only political option may be more restrictions on China

Chips for America act seems drowned out by partisan screaming

We have been saying, for… Read More