-Could GloFo come back?
-TSMC or Intel or both or neither?
-Samsung would be a long shot?
-Perhaps Apple could convince TSMC?
The Wall Street Journal put out an article that detailed what we had indicated in our newsletter 10 days ago, that the US government is looking at getting a US based foundry to protect our interests given our … 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
On our recent Asian tour, Hong Kong was our last leg, arriving this past Friday and departing Monday, the day the airport stood still. We were on a 2:20PM flight out of Hong Kong back to the states which was one of the last flights to leave before the airport was shut down. Much like the China trade issue, the Hong Kong problem looks to be… Read More
During my trip through Asia last week I attended the Taiwan ESD Workshop. Hsinchu is densely populated with some of the smartest semiconductor people in the world so it is well worth the trip, absolutely. As it turns out ESD is one of the top concerns in semiconductor design and manufacture. The current rule based and simulation … Read More
The electrostatic discharge that occurs in lightening, as seen in the picture below, can cause serious damage to the objects on the ground. Over centuries mankind has devised ways, such as lighting rods and arresters, to deflect the energy so it is dissipated harmlessly. The same drama plays out on modern semiconductors due to … Read More
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
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
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
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
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