Tech war: China’s top memory chip maker YMTC gets US$7 billion from state-backed investors
posted on March 06, 2023 12:05
China’s top memory chip maker Yangtze Memory Technologies Co (YMTC), which was added to a US trade blacklist last year, has received a US$7 billion capital boost from state-backed investors, in a sign that Beijing is doubling down on its efforts to shore up domestic chip production amid growing tensions with the US.
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The Billion Dollar Question – Single or Double Digit Semiconductor Decline
posted on March 06, 2023 12:04
In 2021, we shocked the industry with our predictions of a double-digit ‘supercycle’ in 2022, followed by a crash in 2023. Despite industry skepticism, bordering on outright disbelief, our predictions were on point, based on decades of semiconductor experience and data analysis.
Bleak Year for Semiconductors
posted on March 06, 2023 12:03
The global semiconductor market in 2022 was $573.5 billion, according to WSTS. 2022 was up 3.2% from 2021, a significant slowdown from 26.2% growth in 2021. We at Semiconductor Intelligence track semiconductor market forecasts and award a virtual prize for the most accurate forecast for the year.
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IEDM 2023 – 2D materials – Intel and TSMC
posted on March 06, 2023 12:02
Intel and TSMC make up two of the three leading edge logic companies. At IEDM held in December 2022, Intel presented a paper on 2D Materials and TSMC presented 6 papers. Clearly 2D materials are of great interest at least to two of the three leading edge logic companies. Before diving into the papers, some background context is needed.
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The semiconductor glut is only at the halfway point and chip stocks could drop another 30%, analyst warns
posted on March 06, 2023 12:01
Semiconductor stocks stand to hand back all their COVID-19 pandemic gains, according to one analyst, as the industry continues to work its way by degrees through an inventory glut that materialized after two years of shortages.
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Tech war: starved of chips, China’s bid to topple US as No 1 economy faces ‘unprecedented’ pressure
posted on February 17, 2023 09:05
Semiconductor chips are often compared to the beating heart driving technology innovation. But with the United States restricting exports of critical semiconductor components and technology to China, questions are mounting over how long the world’s second largest economy can maintain a pulse.
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Memory Industry to Hit Muddy Waters in 2023
posted on February 17, 2023 09:04
The memory industry has always gone through a predictable boom-and-bust cycle, but the pandemic and geopolitical instability has introduced new twists to the market over the course of 2022, and uncertainty will continue to play a role in 2023.
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US keeps chipping away at Dutch resistance on China
posted on February 17, 2023 09:03
Although the two countries’ leaders met in Washington on Tuesday, the United States and the Netherlands have yet to reached agreement on some possible new restrictions on exports to China.
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Tech war: China-Korea semiconductor trade ties start to fray under US pressure
posted on February 17, 2023 09:02
The strong semiconductor trade flows between China and South Korea are coming under pressure as Washington seeks to isolate Beijing from global tech supply chains, but the US policy will inflict pain on Korea’s chip giants, according to analysts.
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TSMC injects a bonus $3.5B into Arizona chip fabs
posted on February 17, 2023 09:01
In spite of slowing semiconductor demand, particularly at the high end and for leading edge nodes, Taiwan Semiconductor Manufacturing Co. (TSMC) plans to plow an additional $3.5 billion into its Arizona fab sites.
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