Video encoding ASICs are critical to ad-tech, cloud gaming, video conferencing, and VDIRead more
China’s SMIC is now shipping chips more advanced than any American or European foundry.Read more
The US will continue to lose semiconductors, not only in chip manufacturing, but also in the expertise related to tool production. Furthermore, rather than going to low cost allies of the US, a huge national security hole is being opened. The pro-CCP government of Malaysia is a huge beneficiary of the movement of some of the highest tech manufacturing in the world. We can’t fault Lam Research for the move as it’s clearly driven by US policy failures on tax, education, and manufacturing, but we do want to bring attention of this to our readers.Read more
Intel Buying Chinese Developed and Manufactured Tool Despite Alternative Suppliers And US SubsidiesRead more
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
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.
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?
Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.Read more
Many investors have feared the rise of the Chinese semiconductor industry, especially in equipment and chemicals. This alongside coverage from certain analysts has led to huge valuations in the Chinese equipment and chemical industry. This is a cautionary tale on trusting the word of analysts.Read more
SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.Read more