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
CadenceLIVE China 2024by Admin on 07-01-2024 at 2:58 pm
Share Your Story
Are you driving design change? Do you think you have successfully overcome challenges that could impact the electronics revolution? CadenceLIVE is here to share your story. Come show your expertise, share and provide professional tips to help engineers solve the complexities and challenges they face today.… Read More
IOTE Expo China 2024by Admin on 07-01-2024 at 2:33 pm
Description
The expo has expanded since 2009, over the past 12 years. Its influence is widespread. In 2019, the event attracted 450 exhibitors and over 50,000 visitors. Visitors from 20 countries including China, Australia, and Canada came. Other countries represented were Egypt, France, Germany, and India. Iran, Italy, Japan,… Read More
Realize LIVE China 2024by Admin on 05-06-2024 at 4:04 pm
Conference introduction
Digital transformation is happening at an unprecedented pace, are you involved? How to move from simply discovering problems to solving them in real time? How can you improve your daily operations to meet and exceed your goals? How to innovate faster to solve the toughest business challenges? Whether… Read More
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
– 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
…
Read More
- 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
