Kioxia and Western Digital and the current Kioxia IPO/Sale rumors

Kioxia and Western Digital and the current Kioxia IPO/Sale rumors
by Scotten Jones on 04-06-2021 at 10:00 am

Slide2

There are a lot of articles out right now discussing a possible IPO for Kioxia or sale of the company with Western Digital (WD) and Micron Technology (MT) mentioned as possible acquirers. Kioxia and WD have a partnership for Flash Memory and on March 18th WD gave a presentation on the state of their partnership and what they see as their… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More


China’s Position in the Global Semiconductor Value Chain

China’s Position in the Global Semiconductor Value Chain
by Bart van Hezewijk on 05-25-2020 at 6:00 am

China Semiconductor SemiWiki

In this third article about China’s role in the global semiconductor industry I analyse the current state of affairs of the Chinese semiconductor industry in different segments. In the previous articles, I looked at the possible effects of a US-China decoupling in the semiconductor industry and the impact of the Big Read More


LithoVision – Economics in the 3D Era

LithoVision – Economics in the 3D Era
by Scotten Jones on 03-04-2020 at 6:00 am

Slide3

Each year on the Sunday before the SPIE Advanced Lithography Conference, Nikon holds their LithoVision event. This year I had the privilege of being invited to speak for the third consecutive year, unfortunately, the event had to be canceled due to concerns over the COVID-19 virus but by the time the event was canceled I had already… Read More