Nvidia Pulled out of the Black Well

Nvidia Pulled out of the Black Well
by Claus Aasholm on 09-03-2024 at 6:00 am

Nvidia Pulled the Quarter out of the Well

Despite a severe setback, Nvidia pulled it off once again

There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.

Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More


The China Syndrome- The Meltdown Starts- Trump Trounces Taiwan- Chips Clipped

The China Syndrome- The Meltdown Starts- Trump Trounces Taiwan- Chips Clipped
by Robert Maire on 07-18-2024 at 8:00 am

China Syndrome
  • The chip industry got a double tap of both China & Taiwan concerns
  • Bloomberg reported the potential for draconian China chip restrictions
  • Trump threw Taiwan under the bus demanding “protection money”
  • Over-inflated chip stocks had a “rapid unscheduled disassembly”
US looking to further restrict
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What if China doesn’t want TSMC’s factories but wants to take them out?

What if China doesn’t want TSMC’s factories but wants to take them out?
by Claus Aasholm on 07-02-2024 at 10:00 am

Foundry Numbers 2024

Insights into the Semiconductor Industry and the Semiconductor Supply Chain

I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More


TSMC OIP Ecosystem Forum 2024 – China

TSMC OIP Ecosystem Forum 2024 – China
by Admin on 07-01-2024 at 3:05 pm

Agenda

08:30 – 09:30

Registration & Ecosystem Pavilion

09:30 – 09:45

Welcome Remarks

09:45 – 10:15

TSMC Keynote

10:15 – 10:45

Coffee Break & Ecosystem Pavilion

TSMC Technical Talks

10:45 – 11:15
TSMC Technical Talk

OIP Partner Technical Talks

11:15 – 12:15
Partner Technical Session 1 to 3

12:15 – 13:30
Lunch & Ecosystem… Read More


TSMC 2024 China Technology Symposium

TSMC 2024 China Technology Symposium
by Admin on 05-01-2024 at 2:42 pm

Get the latest on:

  • TSMC’s industry-leading HPC, smartphone, IoT, and automotive platform solutions
  • TSMC’s advanced technology progress on 5nm, 4nm, 3nm, 2nm processes and beyond
  • TSMC’s specialty technology breakthroughs on ultra-low power, RF, embedded memory, power management, sensor technologies, and more
  • TSMC
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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