China has built a $2.5B fab that costs more than Cree Wolfspeed’s fab, but it has a fraction the output. The tool chain and process is very custom in silicon carbide and western companies have issues even perfecting one let alone all of them at once. Is this another case where government initiatives, subsidies, and unrealistic targets end up in lighting money on fire?Read more
Test intensity for silicon carbide and photonics is very high due to extreme operating ranges. Wafer level burn in could transform the test life cycle for semiconductors. Major wins such as On Semiconductor and Intel validate this.Read more
Short term risks related PC inventory/sales and weak China mobile sales weigh on the short term, but Micron is flexing the oligopoly muscle long term!Read more
YMTC 128 Layer NAND is the first semiconductor where China is technologically competitive with the leading edge firms from the Western sphere of influence.
Yields are improving and the 2nd fab is being filled with equipment. Once that milestone is reached, the 3rd and 4th fab will be built simultaneously.
Kulicke and Soffa Industries is continuing to outperform on the back of the wire bonder business. Additionally, they are emerging as a leading supplier in tools used for mini-LED, micro-LED, and battery manufacturing.Read more
Apple’s leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the future doesn’t look so bright. Apple currently has the best client CPU cores, but can they hold this lead against stronger competition from Intel, AMD, and Qualcomm?Read more
Sales for real estate are down over 60% for second hand homes and 25% for new homes on the back of regulatory tightening. Pricing in some areas has halved. Manufacturing PMI is flat at 50, and non-manufacturing PMI indicates contraction at 47.5.
With China making up over 30% of new equipment purchases, smartphone sales continuing to be weak, and microcontroller pricing falling, is this the end of the semiconductor shortage?
Applied Materials panel level packaging enabled advanced fan outs the as large as 600mm by 600mm. It can deposit layers as thin as 10um, and supports embedded die in substrate technologies like Intel’s EMIB or TSMC’s LSIRead more
No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar Explained
Globalstar Sat’s useful life ends 2025-2028 and their future revenue is mostly from terrestrial spectrum licensing!
The stock shouldn’t be up 90%.