PDF Solutions 2024 China User Conference

PDF Solutions 2024 China User Conference
by Admin on 03-04-2024 at 4:02 pm

Many well-known corporate colleagues and industry professionals from the semiconductor industry (IDM, Fab, Fabless, OSAT, OEM, solution providers) will participate and discuss on-site. SEMI Global Vice President Ju Long will deliver the opening speech. PDF Solution’s CEO John Kibarian and a number of overseas senior… Read More


Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in

Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in
by Chris Krueger on 02-19-2024 at 6:00 am

TSMC Intel

There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More


2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand

2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand
by Robert Maire on 01-24-2024 at 6:00 am

Semiconductor Industry Outlook 2024
  • What kind of recovery do we expect, if any, after 2 down years?
  • What impact will China have on the recovery of mature market chips?
  • What will memory recovery look like? Will we return to stupid spend?
  • Stock selection ever more critical in tepid recovery
Chip stocks have rocketed but the industry itself, not so much, “Anticipation….is
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Andes Webinar (China) – Releasing All Potential of RISC-V: Total Solutions of Andes Core Processors Series

Andes Webinar (China) – Releasing All Potential of RISC-V: Total Solutions of Andes Core Processors Series
by Admin on 01-15-2024 at 4:28 pm

Description

Join us for an engaging webinar as we delve into the boundless possibilities of RISC-V architecture with a focus on the comprehensive Total Solutions offered by the Andes Series. Explore how these cutting-edge RISC-V CPU cores are reshaping the landscape of computing, powering innovations across diverse applications… Read More


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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