GF Technology Summit 2021 China

GF Technology Summit 2021 China
by Admin on 09-17-2021 at 12:00 am

Usher in a broader new era 

From household appliances to thermostats, from smartphones to automobiles, from industrial equipment to medical equipment, semiconductor chips are everywhere. These complex feats of incredible human wisdom have powered our world, boosted the global economy, and enriched our lives. 

The GF Technology

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Will The China Real Estate Meltdown End The Semiconductor Shortage?

Will The China Real Estate Meltdown End The Semiconductor Shortage?
by Dylan Patel on 09-14-2021 at 6:00 am

China Realestate 2021

Real estate has fledged recently in China under new restrictions. Various local governments have put in various measures to prevent real estate speculation. These measures include halting private equity investment, restrictions on property activities such as gifting, increasing interest rates, and holding local governmentsRead More


AMAT Nice Beat Strong Growth for Both 2021 & 2022

AMAT Nice Beat Strong Growth for Both 2021 & 2022
by Robert Maire on 05-23-2021 at 6:00 am

Applied Materials Q2 2021 1

-Strong beat & guide- WFE up in 2021 & 2022-$160B combined
-Taking share in conductor etch & CVD
-Traditional Moore Scaling – No More?
-Foundry Logic leads followed by DRAM with weak NAND

Nice beat & guide & raise
Applied reported revenues of $5.58B with GM of 47.5% resulting in non-GAAP EPS of $1.63. … Read More


The Chip Market / China Conundrum

The Chip Market / China Conundrum
by Malcolm Penn on 02-28-2021 at 2:00 pm

China Taiwan Chip Dilema

In its February 20, 2021 edition, the Economist published an article entitled “How to kill a democracy; China faces fateful choices, especially involving Taiwan”.  It went on to quote “To many Chinese, the island’s conquest is a sacred national mission” as well as a by-line “America is losing its ability to deter a Chinese attack… Read More


Noose tightens on SMIC- Dead Fab Walking?

Noose tightens on SMIC- Dead Fab Walking?
by Robert Maire on 12-01-2020 at 6:00 am

SMIC US Embargo

-US Administration to “blacklist” SMIC- Cutting off ALL US help
-A slow death versus a quick death (unlike Jinhua)
-There is enough time on way out door to leave scorched earth
-Reports in the Media about SMIC being “Blacklisted”

It has been widely reported that SMIC will be added to the US “Blacklist”… Read More


Post Election Fallout-Let the Chips Fall / Rise Where They May

Post Election Fallout-Let the Chips Fall / Rise Where They May
by Robert Maire on 11-09-2020 at 10:00 am

US China Trade War
  • Changing US administration likely positive for chips & tech
  • Stepping back from the brink of a potential ugly trade war
  • Likely increased Covid/tech spend- War with Big Tech is over
  • Tech & Chips had a lot riding on the elections outcome

As compared to previous presidential elections, this one likely has much more impact on… Read More