After the Biden administration upped the ante in the tech war by restricting China’s access to advanced US semiconductor technology, the $64,000 question was “How might Beijing respond?”
Punishing American companies in China (like Apple and Tesla) was not considered likely given the employment they generate – Apple… Read More
-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA
Revenues were $2.7B with EPS of $7.06 versus street… Read More
-Lam reports good quarter that is high water mark for cycle
-2023 WFE to be down more than 20%- Cuts spending & Hiring
-If we back out deferred rev outlook would be down for Dec
-Memory already Down & China down $2-$2.5B in 2023
Lam reported revenues of … Read More
My name is Sagar, and I’ve been a long-time executive in the semiconductor manufacturing world — holding key positions at large multi-nationals, a leading semiconductor foundry, and partnering with many of the top-tier foundries and OSATs. Since “retiring”, I’ve also spent time advising and investing in start-ups through … Read More
-Semi Equip go from bad to worse as TSMC cuts capex
-Numbers will be slashed for December quarter
-So far just a handful of exceptions to blockade but temporary
-China’s response could be very ugly
Just when some people thought that Fridays department of commerce announcement couldn’t get worse,… Read More
-Commerce Dept drops a 100 page nuke on the Semi industry
-Many words but not a lot of clarity on exact impact
-Implementation & interpretation will be key to quantify impact
-It’s all bad, just a question of how bad
We all know that China uses most of the world’s semiconductors… Read More
Cadence, a leading supplier in the field of electronic design automation, sincerely invites you to participate in the “2022 Cadence China Technology Seminar”, which will gather Cadence developers and Cadence senior technical experts, covering the most complete advanced technology exchange platform, from … Read More
Recently TechInsights analyzed a Bitcoin Miner chip fabbed at SMIC and declared SMIC has a 7nm process. There has been some debate as to whether the SMIC process is really 7nm and what it means if it is 7nm. I wanted to discuss the case for and against the process being 7nm, and what I think it means.
First off, I want to say I am not going … Read More
The CHIPS and Science Act has its fair share of critics, with detractors calling it corporate welfare for “losers” like Intel, or lacking guardrails to prevent companies making legacy chips in China.
One of the most vocal opponents of the act has been China’s communist-ruled government.
The semiconductor world has to face a worldwide accelerated evolution, never seen before, both in terms of technology evolution (3D Packaging, advanced nodes) as well as new applications (IoT, Artificial Intelligence, Automotive, Security, etc) triggering an increasing demand of Semiconductor resources.
D&R IP SoC… Read More
