-Need more/less spend & more/fewer chips
-The irony of chips act passage & Intel stumble on same day
-Due to excess supply of chips, Intel cuts spending
-Due to shortage of chips, the government increases spending
-How did this happen on the same day? Cosmic Coincidence?
Timing is everything
The irony of intel cutting spending… Read More
-SEMICON good conference -No news but perceptibly nervous
-Memory chip warnings & memories of cycles past haunt us
-Can we turn the clock back 20+ years on China Chip Policy?
-Last ditch efforts on Chips for America before government vacation
SEMICON West Conference
Attendance at the show was good, better than last Decembers… Read More
-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
-Micron reports weak outlook for fiscal Q4
-2023 capex to be down versus 2022 capex of $12B & Q3’s $2B
-Company keeping inventory off street to support pricing
-Memory is usually the first shoe to drop in a down cycle
Sharp drop in demand at end of Q3…..
Micron reported a sharp drop in demand at the end of its fiscal Q3,… Read More
-Chip cycle will come down. Only question is landing impact
-What does cyclical end do to re-shoring & build out plans?
-Is it less demand, excess supply or both? Does it matter?
-CHIP Act rescue efforts get desperate switching to threats
Any landing you can walk away from is a good one
For those of us who have been in the semiconductor… Read More
- We think hopes for CHIPS for America is fading fast
- Politics, Jan 6th, guns, inflation, partisanship will likely block it
- Alternative to building US semis is knocking down China chips
- The only political option may be more restrictions on China
Chips for America act seems drowned out by partisan screaming
We have been saying, for… Read More
The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc.
But despite all this talk about chips and semiconductors, few understand how the industry is structured. I’ve found the best way to understand something complicated is to diagram… Read More
Intel made a big splash on March 23, 2021 by doubling down on manufacturing with the creation of Intel Foundry Services (IFS). The big announcement was supported by potential customers such as Qualcomm, Cisco, Ericsson, Google, Amazon, Microsoft, and IBM. With an accompanying $20B investment, the EDA and equipment industries,… Read More
Dan and Mike are joined by Terry Daly for a thoughtful and informative overview of global semiconductor supply challenges and an excellent overview of the CHIPS for America Act, an ambitious piece of US legislation aimed at establishing investments and incentives to support U.S. semiconductor manufacturing, research and development,… Read More
What is the “right track” for US-China trade relations?
The semiconductor industry has been squarely in the crosshairs of US-China trade tensions for four years. As the US faces a presidential leadership transition, will a Biden administration change the dynamic? The chip industry is counting on it, and China hopes so too.
In … Read More