We’re inviting global partners and customers to our upcoming Samsung Foundry Forum (SFF) and Samsung Advanced Foundry Ecosystem (SAFE™) Forum 2024. The events will provide opportunities to share insights and innovative technologies to build a strong foundry ecosystem and accelerate innovation… Read More
The 16th IEEE International Memory Workshop (IEEE IMW) will be held in 2024 in Seoul. It is currently planned as an on-site event. This conference brings the memory community together in a workshop environment to discuss the memory process and design technologies, applications, market needs and strategies. It is sponsored by… Read More
-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
Qualcomm was hit in December with a $853M fine by the Korea Fair Trade Commission (KFTC) for not fairly sharing patents related to mobile phone chipsets. In setting the standards for CDMA, WCDMA and LTE, agreements were struck that enable sharing technology to advance the standard. Fair, Reasonable and Non-Discriminatory (FRAND)… Read More
Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More
