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 admin 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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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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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