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– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak
Semicon Japan crowded but muted
We attended… Read More
I attended the SEMI Strategic Materials Conference earlier this month. I cover a pretty broad range of stuff on SemiWiki from embedded software and system-level design on down. But I usually stop at lithography and TCAD, which have a major impact on design and the whole fabless ecosystem. I hadn’t really thought about the… Read More
