About DVCon China
DVCon China is a technical conference in China targeting the application of standardized languages, tools, and methodologies for the design and verification of electronic systems and integrated circuits. Hosted by Accellera Systems Initiative, the format of DVCon China is similar to the successful DVCon
Established in 2003, embedded world Exhibition & Conference, organized by Nürnberg Messe, is the well-known showcasing and interchanging platform of world’s embedded industry. By its accumulation of experience and solid resources, the event has become the indicator of global … Read More
About Medtec China
The 17th Medtec China and International Medical Device Design and Manufacturing Technology Exhibition will be held in Hall B1-E1, Floor 1, Suzhou International Expo Center from June 1-3, 2023. As a stop of the Medtech World global medical design and manufacturing brand series exhibition under Informa Markets… Read More
-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report
We always … Read More
-Strength in trailing tools offsets weak memory resulting in flat
-Order book very volatile but backlog surprisingly still grew
-Trailing edge VS Leading edge = 50/50 – Foundry/logic over 2/3
-Not nearly as bad as Lam but not as good as ASML
Applied Materials… Read More
-Business will “drift down” over the course of 2023
-Not just memory is weak- China issue, foundry/logic slowing
-March guide worse than expected (Like Lam)
-Backlog likely saw push outs & cancelations but still long
Much as we saw with Lam, KLA reported a beat on the December quarter… Read More
-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened
Samsung released its earnings which were the… Read More
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
