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TSMC pushing out equipment purchases
Covid/China trickles down to chip industry
SIA and SEMI ask for financial/govt help to keep up
The beginning of another down cycle?
We have heard from a number of sources that TSMC has started to push out equipment orders as concerns grow about the second half of the year.
Right now is the most logical… Read More
Worst Case Scenario now possible!
- Embargo could extend beyond China to Taiwan (TSMC)
- Likely backs up ASML pressure & Huawei indictment
- “Maximum Pressure” campaign similar to Iran
- Not likely to go away through trade negotiations
US to restrict chip equipment sales to Huawei producers
The Wall Street Journal… Read More
