Opening a new front in multi faceted trade war

Opening a new front in multi faceted trade war
by Robert Maire on 05-30-2019 at 5:00 am

We had warned in our May 10th note about the rare earth element risk.  It is one of the few remaining leverage points that China has left that has a potentially strong impact on the US much similar to the US’s impact on Huawei and perhaps even worse. Cutting the US off from rare earth elements is clearly worse than cutting Huawei
Read More

Could China Take the Lead in Installed 300mm Capacity?

Could China Take the Lead in Installed 300mm Capacity?
by Scotten Jones on 02-17-2017 at 12:00 pm

China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion… Read More


China moves from manufacturer to full supplier

China moves from manufacturer to full supplier
by Bill Jewell on 01-18-2017 at 12:00 pm

CES 2017 wrapped up last week in Las Vegas. The show had over 175,000 attendees and over 3,800 exhibiting companies, according to the organizer, the Consumer Technology Association (CTA). The U.S. had the most companies exhibiting at CES with 1,755. China was close behind at 1,575 companies according to Benjamin Joffe’s article… Read More


Just One Month to SEMICON Taiwan

Just One Month to SEMICON Taiwan
by Paul McLellan on 08-07-2015 at 7:00 am

SEMICON Taiwan is the first week of September in the Taipei Nangang Exhibition Center. To be precise it is September 2nd to 4th. Last year there over 26,000 people attended. This year it is the 20th anniversary show. SEMICON Taiwan attracts the world’s leading technology companies who design, develop, manufacture, and supply … Read More


Is Fab Business The Forte of APAC?

Is Fab Business The Forte of APAC?
by Pawan Fangaria on 12-23-2014 at 6:00 pm

A little ago, I was looking at the top20 semiconductor companies in the world and was surprised to see a couple of large companies in Taiwan and South Korea garnering >34% of total sales (See – Look who is Leading the World Semiconductor Business). This time it’s another surprise, when I look at IC Insights report on global 300mm… Read More


GSA Memory+ Conference in Taiwan

GSA Memory+ Conference in Taiwan
by Paul McLellan on 10-18-2013 at 3:02 pm

The GSA Memory+ conference Taiwan will take place on (Halloween!) October 31, 2013 at the Regent Taipei, Taiwan. The main theme of this year is highlighting Memory—the Critical Enabler for Prominent and Emerging Applications in System Logic Solutions.

GSA Memory+ Conference is the global industry event dedicated to all memory… Read More


Can China alone drive semiconductor growth?

Can China alone drive semiconductor growth?
by Bill Jewell on 06-25-2013 at 9:04 pm

Production of electronic equipment (including computers, communications, consumer, etc.) has been sluggish over the last year in all key regions of the world except China. The chart below shows three-month-average change versus a year ago for electronics production in local currency through April 2013 (May 2013 for China).… Read More


Synopsys-Springsoft: Almost Done

Synopsys-Springsoft: Almost Done
by Paul McLellan on 09-19-2012 at 8:01 am

Synopsys announced today that they had completed the two main hurdles to acquiring SpringSoft. Remember, SpringSoft is actually a public Taiwanese company so has to fall in line with Taiwanese rules. The first hurdle is that they have obtained regulatory approval in Taiwan for the acquisition (roughly equivalent to FTC approval… Read More