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In January 2024 Samsung announced the Exynos 2400 would be on an improved (and improvised) 4nm process, 4LPP+, instead of the leading node, 3GAA.
Qualcomm Snapdragon 8 Gen 3 is on TSMC N4, same as Gen 2, rather than one of the leading N3 flavors of Samsung or TSMC.
TSMC announced several...
TSMC prizes Japan's chips skills after US stumbles -sources
BY Reuters
— 7:12 PM ET 09/12/2023
By Sam Nussey, Fanny Potkin and Sarah Wu
TOKYO/SINGAPORE/TAIPEI (Reuters) - Taiwan's TSMC, which is making an unprecedented push into chip manufacturing overseas, is taking an increasingly optimistic...
https://www.morningstar.com/articles/1151941/this-tech-stock-is-a-buy-even-after-60-rally
The stock price of this high-quality company still looks cheap today.
ASML ASML is a favorite among Morningstar’s analysts and strategists. Not only does the company land on Morningstar’s Best Companies...
https://www.bloomberg.com/news/articles/2023-04-13/transcript-eight-months-in-what-is-happening-with-biden-s-chips-act?srnd=oddlots&leadSource=uverify%20wall
Excerpts:
Mike Schmidt, Director of the CHIPS program office
Todd Fisher, Chief Investment Officer of the CHIPS program office
$39 billion...
Youtube creator Marton Barcza (TechAltar & Friday Checkout), building on interviews of Asianometry's Jon and Bloomberg's Tim Culpan, finds that:
-TSMC inverts the usual, lower, value of manufacturing in industry structure
-TSMC collection of leading and trailing edge customers cooperatively...
The US department of Commerce Bureau of Industry and Security updated the “Entity List” in April 2022. That is the most recent update. It’s really that simple, here is the link: https://www.commerce.gov/tags/entity-list
There are tons of rumors and “scoops” about China and the US, maneuvers...
https://www.taipeitimes.com/News/biz/archives/2022/12/08/2003790299
Staff writer, with CNA
Local suppliers of Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) appear to be divided over whether they should follow the chipmaker and also set up production facilities in the US, after TSMC...
After a 15 year hiatus, the 200mm fab, producing SiC ICs, is back for an encore performance from 2022 on, enabling the Tesla Model 3 to achieve 10% longer battery life, and PC power supplies to be 98% efficient.
https://www.nytimes.com/2022/05/16/science/electronics-silicon-gallium.html
Applied...
BCG (reference: https://www.bcg.com/publications/2022/tracking-next-phase-automotive-semiconductor-shortage) put out a slide deck that suggested, in my words, that zombie fabs are the cause of automotive chip shortage, in analog and MEMS. The main analog players are TI and ADI, and it wasn’t...
Some models for the semiconductor industry include the Competitive Strategy model of Michael Porter, which finds companies can succeed by innovation, by selling at the lowest cost, or both. Another model is the Christiansen Innovator’s Dilemma model which notes that industries may be...
David Sanger, Ian Bremmer, Gzero World episode 11/10/22: Is America Safe?
Transcribing the video
https://www.kpbs.org/news/2022/11/07/gzero-world-with-ian-bremmer-is-america-safe
12:25
11:29
Ian Bremmer: I’m not going to ask you directly a Taiwan question, I want to ask you a...
The semiconductor industry is a model of globalization, with a few countries playing key roles. Japan is a source of advanced materials and automation necessary for fabs to operate, and is perhaps the most important part of this structure. The modern fab depends on robots and materials and...
https://technode.com/2022/08/12/silicon-why-is-china-investigating-the-state-backed-semiconductor-big-fund/
Article quote:
"In my opinion, China needs to realize the semiconductor industry is a global industry – no single country can be self-sufficient and such goals lead to spreading oneself...
https://asia.nikkei.com/Spotlight/Supply-Chain/Samsung-temporarily-reduces-procurement-amid-inventory-pressure
This news drove the semiconductor sector down today.
It was kind of a down day already though.
If you missed this a few weeks ago, this is worth a look for the animated GIFs of AMHS loading and unloading from Factory Interface:
https://www.nytimes.com/2022/04/08/technology/intel-chip-shortage.html
No revelations, but pictures inside the fab you rarely see.
No paywall.
The alamist mainstream take: https://www.cnbc.com/2022/03/12/russias-attack-on-ukraine-halts-half-of-worlds-neon-output-for-chips.html
There have been shortages before: https://pubs.acs.org/doi/10.1021/cen-09410-notw7
Iceblick, Cryoin and Ingas are 70% of the (high purity) neon supply...
Dear Dr. Ishrak:
As you know, Third Point LLC recently took a significant stake in Intel Corp (the “Company”). Despite its theoretical competitive advantage as the world’s leading semiconductor business, Intel’s shares have dramatically underperformed those of its peers on a one, three, and...
This post will explore whether Apple A10X performs better than a recent Intel Core-U processor.
"It [iPad Pro] offers far more power than most PC laptops"--apple.com
A10X is a processor with 3 high performance Hurricane cores and 3 efficiency Zephyr cores. The clock speed of A10X is reported...
