CIOE 2022 (the 24th China International Optoelectronic Exposition), will be held from September 7-9, 2022 at Shenzhen World Exhibition and Convention Center. Known as the world’s largest optoelectronic event, CIOE 2022 will showcase up-to-date optoelectronic technologies and comprehensive solutions for optoelectronic… Read More
About Medtec China
As one of the global MedTechWorld series exhibitions, we have brought nearly a thousand suppliers of medical design and R&D, raw materials, accessories, processing technology and manufacturing services to China’s medical device industry since the first exhibition in China in 2005. We also have… Read More
-KLA sings same cautionary song as LRCX (with Intel Chorus)
-Sees similar softening of WFE & second half
-Same Government “notice” on China/14NM – Same supply ills
-We remain concerned about share loss in patterning
KLAC reported… Read More
From 2017 to 2021, the SiP Conference China attracted more than 200 international and regional companies from China, the United States, France, Germany, Italy, the Netherlands, Japan, South Korea, India, Malaysia, Singapore, etc. The participation of enterprises has truly realized the construction from SiP China to SiP World,… Read More
-ASML reports strong quarter- Orders up 20% Qtr/Qtr
-Customers rush delivery which delays revenue recognition
-Chip makers need hard to get litho tools most of all
-Warning on concerns about consumer chip demand
ASML reported revenues of Euro5.4B and EPS of Euro3.54. Most importantly… Read More
Conference Introduction
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
-If you can’t beat them, embargo them
-It has been reported US wants ASML to halt China DUV tools
-US obviously wants to kill, not just wound China chip biz
-Is this embargo the alternative to failed CHIPS act?
-Hard to say “do as I say, not as I do”- but US does anyway
First EUV ban now DUV ban? Are process & yield… Read More
The original Silicon Shield theory, as described in my 2001 book, stated that Taiwan’s role as producer of 90 per cent of the world’s IT products (at that time) protected it from an attack by China because the United States, acting in its own self interest, would come to the island’s defense. A similar scenario – involving oil,… Read More
We have been saying, for… Read More
The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More
