CHIPS Act and U.S. Fabs

CHIPS Act and U.S. Fabs
by Bill Jewell on 12-19-2023 at 10:00 am

Major Future US Fabs

In August 2022, U.S. President Biden signed into law the CHIPS and Science Act of 2022 to provide incentives for semiconductor manufacturing in the United States. In a case of creating the acronym first and then finding a name to fit, CHIPS stands for Creating Helpful Incentives to Produce Semiconductors. The act provides a total… Read More


Webinar: Leveraging the CHIPS Act in the Silicon Heartland: Ohio Semiconductor Industry Initiatives

Webinar: Leveraging the CHIPS Act in the Silicon Heartland: Ohio Semiconductor Industry Initiatives
by Admin on 12-06-2023 at 4:55 pm

Leveraging the CHIPS Act in the Silicon Heartland: Ohio Semiconductor Industry Initiatives

SEMI has invited key stakeholders from Ohio to discuss state initiatives that can be leveraged in alignment with current and upcoming CHIPS Funding opportunities. Webinar participants will learn why Ohio is a premier location for semiconductor… Read More


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


SEMICON West 2023 Summary – No recovery in sight – Next Year?

SEMICON West 2023 Summary – No recovery in sight – Next Year?
by Robert Maire on 07-15-2023 at 6:00 am

Semicon west 2023

-SEMICON well attended but bouncing along the biz bottom
-Recovery seems at least a year away with memory even more
-AI creates hope but not impactful- Disconnect tween stocks & reality
-AMAT me too platform- Back end benefits from chiplets

SEMICON busy but subdued

SEMICON is certainly back to pre-covid levels or perhaps better.… Read More


Micron Mandarin Memory Machinations- CHIPS Act semiconductor equipment hypocrisy

Micron Mandarin Memory Machinations- CHIPS Act semiconductor equipment hypocrisy
by Robert Maire on 05-26-2023 at 6:00 am

Xi Biden China CHIPs ACT

-We think China issue is overblown- Zero sum game theory
-US should respond Tit-for-Tat and then some- Chop Chinese Chips
-Chip equip makers duplicitous behavior- smacks of hypocrisy
-Exporting chip equip biz/jobs to Asia while asking for CHIPS Act$

Memory Market remains a zero sum game market much like petroleum

China’s… Read More


AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory

AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory
by Robert Maire on 05-22-2023 at 8:00 am

Amat China

-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap

Quarter was OK and Guidance also OK

Revenue was $6.63B and EPS of $1.86 versus reduced… Read More


ITF World

ITF World
by Admin on 03-09-2023 at 5:08 am

Imec’s flagship event on semiconductor advances & deep-tech solutions

formerly known as Future Summits.

Semiconductors have become increasingly instrumental – and often even dominant – for the future of industries and application domains worldwide.

For many decades, imec has played a major role in the global semiconductor

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Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs
by Robert Maire on 02-02-2023 at 2:00 pm

Samsung Electronics

-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 announces worst results in 8 years

Samsung released its earnings which were the… Read More