CadenceLIVE Chinaby Admin on 08-03-2026 at 10:00 pm
Welcome to the CadenceLIVE China User Conference held in Shanghai on August 25th !
Here, Cadence users will have the opportunity to engage in in-depth, face-to-face discussions with engineers who develop solutions, industry leaders, and experts who influence market trends. You will experience a user conference brimming… Read More
The “Silicon Shield” describes the idea that Taiwan’s central role in advanced semiconductor manufacturing raises the economic and strategic cost of military action against the island. The shield is not a literal defense system. It is a form of structural deterrence created by technological concentration: governments and… Read More
Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs and a 13.9% decline in smartphones in 2026.
What is causing the… Read More
Huawei’s assertion that it could match TSMC in producing the world’s most advanced chips by 2031 reflects both technological ambition and geopolitical necessity. As one of China’s leading technology companies, Huawei has faced significant restrictions on access to advanced semiconductor technology due to U.S. export controls.… Read More
– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative
AMAT guides down for big miss on Q4
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Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
