AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter

AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter
by Robert Maire on 11-19-2023 at 8:00 pm

Criminal Investigation

– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook

Reuters broke the news on the day of earnings
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2023 Cadence China Technology Tour Seminar

2023 Cadence China Technology Tour Seminar
by Admin on 11-15-2023 at 2:26 pm

Digital Design and Signoff Seminar

Conference introduction

Cadence, a leading supplier in the field of electronic design automation, sincerely invites you to participate in the “2023 Cadence China Technology Tour Seminar”. The conference will bring together Cadence developers and senior technical experts

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LRCX- QTR OK but outlook mixed- At half of revs, China is huge risk- Memory poor

LRCX- QTR OK but outlook mixed- At half of revs, China is huge risk- Memory poor
by Robert Maire on 10-26-2023 at 8:00 am

China Memory Shortage
  • LRCX has OK QTR but “challenging outlook” – Memory still sucks
  • China at 48% is a huge risk given potential of more sanctions
  • Leading & trailing logic both poor- no recovery in sight yet
  • Memory spending at historical lows for NAND
Quarter came in OK but outlook seems weak and unclear

Revenues came in at $3.48B… Read More


Silvaco UseRs Global Event (SURGE) 2023 – China

Silvaco UseRs Global Event (SURGE) 2023 – China
by Admin on 10-11-2023 at 3:50 pm

Silvaco UseRs Global Events (SURGE) bring together users, developers, and industry experts of the EDA, IP, and TCAD communities to understand new semiconductor technologies, innovative applications, and techniques for realizing advanced designs.

Presentations

A variety of presentations will cover semiconductor device… Read More


Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper

Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper
by Robert Maire on 10-01-2023 at 6:00 pm

china 800 pound gorilla
  • The memory down cycle is longer/deeper than many thought
  • The recovery will be slower than past cycles- a “U” rather than “V”
  • AI & new apps don’t make up for macro weakness
  •  Negative for overall semis & equip- Could China extend downcycle?
Micron report suggests a longer deeper down cycle
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Has U.S. already lost Chip war to China? Is Taiwan’s silicon shield a liability?

Has U.S. already lost Chip war to China? Is Taiwan’s silicon shield a liability?
by Robert Maire on 09-20-2023 at 6:00 am

SMIC 7nm
  • Huawei’s 7NM chip? This wasn’t supposed to happen
  • Are Chips a weapon for U.S. or China? Role reversal?
  • Will Taiwan turn from protected asset to unwanted liability?
  • Are sanctions so porous that US has already lost to China?
While EUV is critical to advanced chips there are workarounds

Many people either thought or assumed… Read More


Andes RISC-V Seminar on Automotive Applications

Andes RISC-V Seminar on Automotive Applications
by Admin on 08-29-2023 at 11:53 am

Towards Safety: Andes RISC-V Seminar on Automotive Applications

Date: 2023/09/11 (Mon) Venue: Haohai Building, Haidian Book City , Beijing

Date: 2023/09/13 (Wednesday) Venue: Suzhou Xu Cafe

Date: 2023/09/15 (Fri) Venue: Shenzhen Blue Horse Coffee

Time: 14:00 – 17:00

WITH THE RAPID DEVELOPMENT OF THE AUTOMOTIVE ELECTRONICS

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