The U.S. House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party released a bombshell report titled “Selling the Forges of the Future” on October 7, 2025, detailing how the People’s Republic of China is stockpiling semiconductor manufacturing equipment… Read More
Tag: YMTC
IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions
For the first time ever, IEDM held a sustainability session at the 2023 conference. I was one of the authors who presented an invited paper, the following is a summary of my presentation.
Call to Action
From the United Nations [1]:
“Climate Change is the defining issue of our time, and we are at a defining moment.”
“Without drastic … Read More
Will the Q1 Haircut become Covid-19 Crew Cut in Q2?
- Corona impact growing exponentially in chip food chain
- YMTC in Wuhan may be “patient zero”
- Q1 revenue haircuts may turn into Q2 crewcuts
- Working from home really doesn’t work
When does a haircut become a crew cut in revenues?
All the major semiconductor equipment makers took a significant haircut to their Q1… Read More
