Discover and read the best of Twitter Threads about #Semiconductors

Most recents (24)

Following the weekend's IPEF Supply Chain Agreement announcement, we published a new report focused on #semiconductors and supply chain resiliency. We identify IPEF as the best vehicle for enacting the friendshoring agenda and provide 8 recommendations.…
1⃣ Establish trusted trading partner standards for future cooperation.

IPEF’s diverse membership makes it challenging to develop trusted partner models for chips cooperation, but laying the foundation for greater export control coordination is a key step.
2⃣ Accept that trusted partnership relationships are *reciprocal.*

Developing secure, resilient supply chains in the semiconductor sector is not simply a matter of reshoring. Partnerships rely on all the parties to support and reinforce mutually agreed-upon outcomes.
Read 12 tweets
Silicon Valley UK?

The UK Chancellor has declared that he wants the UK to become the next Silicon Valley.

Hermann Hauser, when asked on @BBCNewsnight about the chances of this happening, replied “zero”.

(BBC Newsnight, 18th April 2023).

#Nexperia #semiconductors
He should know, being the Co-founder of Amadeus Capital Partners, and writing a book on technology sovereignty.

He said Government efforts to reverse Nexperia’s takeover of Newport Wafer Fab would achieve exactly the opposite of what is desired: technology independence. 2/
Semiconductor sovereignty will be achieved by China, US and EU. China has the money and talent so it is only a matter of time.

Whereas Britain “is a minnow and will always be a minnow”. BREXIT was the greatest loss of sovereignty since 1066.
Read 4 tweets
Mar. 2:
1/ #Russian #Tank #Production

The need of the #Russian army for #Tanks may exceed the #Production rate 10 times.

The pace of #Production of #Tanks for the #Russian army does not allow to make up ..continued

#UkraineRussiaWar #Ukraine #War…
Mar. 2:
2/ #Russian #Tank #Production

..make up for #Losses in #Ukraine, writes @TheEconomist. As a #Western official told the magazine, #Tanks are #Produced in #Russia 10 times slower than the army is #Losing them.

#UkraineRussiaWar #Ukraine #War…
Mar. 2:
3/ #Russian #Tank #Production

Now only 1 enterprise is engaged in the #Production of #Tanks in #Russia - #Uralvagonzavod. As @TheEconomist notes, #Financial #Chaos & huge #Debts have slowed ..continued

#UkraineRussiaWar #Ukraine #War…
Read 18 tweets
KLA Corp. #semiconductor equipment maker.
Dec. quarter earnings:
Revenue US$2.98 billion vs analysts estimated $2.81 bln
Net Profit $978.8 bln
EPS (Adjusted): $7.38 vs estimated $7.01
2022 Revenue +28% to $10.5 bln
Free Cash Flow +18% to $3 bln
Inventories $2.535 bln
$KLAC 1/8
2/8 KLA Outlook
Calendar year 2023 “will be a year of contraction after 3 strong years of growth,” as industry spending slows due to rising macroeconomic concerns, KLA said.
-WFE (wafer fab equipment) demand seen -20% from 2022’s $94-$95 billion (to around $75 billion) $KLAC
3/8 KLA Guidance (Q3 2023)
Revenue $2.2 - $2.5 billion
Non-GAAP Gross Margin 60.5-62.5%
EPS (Adjusted) $4.52 - $5.92

Foundry-logic forecast to be 85% of process control revenue, memory is expected to be around 15%.
(Note, process control = 89% of KLA revenue in Dec quarter)
Read 9 tweets
Thread alert! 🚨

1/ China is known for its manufacturing prowess, but did you know they're also likely to be a force to be reckoned with in the semiconductor industry?
2/ The challenge for China isn't technological or scientific, it's about effectively organizing existing knowledge to recreate a supply chain.
3/ And let's be real, when it comes to organization and applying knowledge to practical problems, China can give any country a run for its money.
Read 5 tweets
TSMC 4th quarter (Q4) earnings News roundup

Most of the information can be found in this thread from yesterday:

But media added some nice info and I missed a few key items.
2/8 TSMC Q4
$TSM US-listed shares closed +6.4% at $87
-4Q gross margin (GM) 62.2% beat analysts’ estimates 60.1%
4Q22 operating margin (OM) 52%, beat estimated 50%
Net profit NT$295.9 bln beat estimated NT$287.8 bln
EPS NT$11.41
Quarterly record highs: GM, OM, net profit, EPS
3/8 TSMC Full Year 2022
TSMC’s full year 2022 net profit rose 70.4% to NT$1.02 trillion;
Means TSMC made a net profit NT$2.76 billion every day last year, or more than NT$100 million each hour, media report.
$TSM #semiconductors
Read 9 tweets
Today in the markets
An unexpected rally pushed #SPX 50 points higher today on increased volume

We can say it was a successful retest or bounce from the 100DMA

It closed at 20DMA and is now in the "pinch". Tomorrow we'll know which side #SPX is going to come out on

#SPX Image
Another rally on higher volume

Today closed above the 20DMA, somewhat bullish if it is able to hold that ground.

Big impulsive green candle, indicating further upside

$DJI #DIA #DIJ $DJIA #industrial $SPX #SPX
#DowJones Image
IWM rose on higher volume. It kissed the 100DMA today, which has offered resistance in recent days

It is still in the "extension" zone of its trend channel.
It needs to get back inside the main channel and break above the 100DMA

#IWM $RUT $RTY #RTY #RUT #options
#trading Image
Read 11 tweets
Today in the markets:

#SPX bounced yesterday from 100DMA, moved higher today on slightly lower volume

Still below 20DMA. Failure to regain that level will be a significant crack in the October rally

Break below 3900 would be the death of the rally


#DJIA and #DIA have been rejected from 20DMA yesterday and today, but #YM_F closed above it today

It is important for DJI and DIA to close above 20DMA

It bounced yesterday from the lower edge of its trading channel

#DowJones #YM_F #trading #options #DayTrading
It bounced yesterday from channel support &continued today with slightly lesser volume

It's still below 20DMA, but still in a short-trend uptrending channel, and a mid-term downward channel

It need to close above 20DMA

#trading #Options #NASDAQ
Read 9 tweets
TSMC Arizona has turned into a Chinese Communist Party (CCP, China) talking point, with scary stories daily.

“The U.S. is turning TSMC (Taiwan Semiconductor Manufacturing Co) into ASMC (American SMC)," and no Taiwan politician dares say no to the U.S.

Thread 1/9 $TSM
It looks like a CCP effort to hurt U.S.-Taiwan relations.

What’s most disappointing is the lack of creativity – the perpetrators clearly know little about the semiconductor industry.
#semiconductor $TSM
3/9 Taiwan’s semiconductor industry began in the 1960s, about when the CCP made it a priority.

But where the CCP failed, Taiwan flourished.

Taipei built a vibrant ecosystem, and a number of global powerhouses. Its lead isn’t going away anytime soon.

Let’s count ’em down.
Read 15 tweets
Research Report of the Week: The #Revolution in #Semiconductors and what it means the #Power sector and the #energytransition…
I am firmly convinced that we are in the middle of a revolution in the #energy world. One of the crucial points is around #digitalisation which enables #energyefficiency but at that same time depends on #electricity.
This spiral of digitalisation leading to electrification is one of the primary reasons why we are electrifying our energy systems. I can do without coal but I cannot do anything in this modern #digital world without electricity.
Read 4 tweets
TSMC 3rd Quarter Earnings Call Extras

-N7 weakness impact on Kaohsiung project
-N3, N3E and N2 details
-TSMC CEO on scaling
-Inventories at 25-year high?
-Overseas fab projects
-Final financials

1/11 Thread $TSM #semiconductors
2/11 N7 and Kaohsiung fab
N7, N6 capacity utilization in Q4 and 1st half 2023 will be down due to weakness in smartphones, PCs and product delays by customers.

Kaohsiung fab plan impacted:
2 fabs planned initially for Kaohsiung, 28nm and N7, “but N7 has been adjusted.”-CEO
3/11 TSMC CEO on N3
-will be in mass production later in Q4 with good yield

-capacity will be fully utilized in 2023

-demand exceeds supply, partly due to tool delivery issues

-working with tool supplier to resolve issues to meet “strong demand in 2023, 2024 and beyond.”
Read 11 tweets
US took some of its toughest ever actions against China's tech sector with latest curb on chip exports, which could ultimately hobble China's semiconductor industry. But it's not just the rules themselves but the nature of the chip supply chain that make it possible 1/14 🧵
The second and third point are key. The second point is about how the rules could affect businesses that aren't even American-owned. And the third is about cutting key advanced chipmaking machines off from #China 2/14
There is precedent. The U.S. used the so-called foreign direct product rule before on the poster child of the Trump-era U.S.-China tech tensions — Huawei. #Huawei was cut off from the most advanced chips that TSMC was manufacturing and that were designed for its smartphones 3/14
Read 14 tweets
Yesterday, we held the first "Defence and Statecraft Forum" & we were honoured to welcome a number of great guests. For those that couldn't make it, we are going to write a thread on the main points (in no particular order)🧵 /1

@Brussels_School #Defence #Statecraft
Supporters of #Ukraine are not doing enough to think about the plan for and repercussions of the country's eventual accession to the #EU and #NATO. One implication is that political and military support will have to be drastically enhanced. /2
Western countries have been providing weapons and support to #Ukraine, albeit more can certainly been done. However, as Ukraine presses #Russia there is a need to send Main Battle Tanks and Armoured Fighting Vehicles, as well as to ramp up deliveries of munitions.

Read 18 tweets
The chief technology officer of ASML said high-NA may be the end of the line for lithography.

"For years, I’ve been suspecting that high-NA will be the last NA, and this belief hasn’t changed.” said Martin van den Brink, in an interview with Bits & Chips.
1/9 Thread $ASML
ASML is researching the successor to high-NA, called hyper-NA. But the cost of hyper-NA may be too high.

“If the cost of hyper-NA grows as fast as we’ve seen in high-NA, it will pretty much be economically unfeasible,” Van den Brink said.
#Semiconductors $ASML
The goal of ASML’s hyper-NA research program is to come up with ways to keep costs down.

“We’re trying to come up with fundamental changes in manufacturing and design to make sure that if we’re going to do it, it will be economically feasible,” he said.
Read 9 tweets
TechInsights: Apple iPhone 14 Teardown (more chips)

iPhone 14 processor: A15 Bionic
RAM: LPDDR4x memory
(Same as iPhone 13)
iPhone 14 has new circuit/main board compared to iPhone 13, despite same A15 processor

1/4 Thread $APPL #iPhone14 #Semiconductors
2/4 TechInsights iPhone 14 Teardown

iPhone 14 Pro and Pro Max
Processor: A16 Bionic and
RAM: LPDDR5 memory

“Their use of LPDDR5 may prove how efficient the A16 Bionic performs and that the processor does not need more than 6 GB of RAM.”
$APPL #iPhone14 #Semiconductors
3/4 TechInsights iPhone 14 Teardown

RF Design
Qualcomm SDX65M modem

“This is the first, and maybe the only time we find a mobile phone with a standalone Snapdragon X65M Modem,” noting other firms use Qualcomm’s Snapdragon 8 processor w/integrated modem.
$AAPL #iPhone14
Read 4 tweets
From visiting scholars, and faculty discussions to movie screenings, a lot is happening at @FletcherRussia.

Stay updated with this week's top analyses, opinions, and event updates from @FletcherSchool's @FletcherRussia on #RussiaUkraineWar + other Eurasian affairs. Image
"Three stories Russians tell themselves about the war in Ukraine — and why they point to a long conflict."

Read @FletcherSchool #FletcherProf @dandrezner's analysis of reasons why Russians believe they can win the war in #Ukraine. @voxdotcom… Image
Crucial perspective from @FletcherSchool's Dean Emeritus @stavridisj on Russia's recent mobilization:

"It will take months before Russia’s reserve troops can be brought into battle, where they will likely perform even worse than the frontline forces." Image
Read 6 tweets
OK, so we just finished our 3-paper series on the #EUChipsAct.

The 3. paper assesses the effectiveness of the proposed #Crisis Response Toolbox.…

We see many, many problems. Here's why... 🧵

#semiconductors #chips #chipshortage #Europe Image
The proposal talks about utilizing common purchasing, export restrictions and priority-rated orders during future chip shortages to ensure security of supply for Europe.

We also added national reserves since several countries (Spain, Japan...) are thinking about those.
Let's walk through the value chain, shall we?

None of the tools are effective when applied to individual chips because semiconductors are...
- highly customized/not substitutable
- end-products (cars...) need ~1000 chips from all over the world
Read 12 tweets
Ex-TSMC R&D boss Shang-yi Chiang made headlines last week over a Computer History Museum interview. Chiang was vital to TSMC's success. When he joined TSMC in 1997, it was a technology laggard. When he retired in 2013, it was an industry leader. $TSM #semiconductors
Thread 1/25
2/25 Chiang: Employees, the key to TSMC's success
“0.13 micron (130-nanometers, in year 2000) was a very important node for TSMC because we became the first one in the world to deliver manufacturing wafer of copper and low-K. I remember going, "Wow! This company did something."
3/25 The key TSMC success
Other chipmakers asked Chiang, "We all take 2-years to develop one generation, how come you guys can do it in 1 or 1 ½ year?"

Chiang: "because my R&D engineer works three shifts (24-hours a day) and you only work one shift (8-hours)…"
Read 26 tweets
#EUChipsAct The @EU_Commission has published a staff working document #SWD which consists of 4 parts. Can be found here:…………

A long 🧵with some thoughts/comments on it 1/x
The first chapter provides a very good overview on the #semiconductor industry/value chain, elaborating also on important players/ market shares.

Basically, they could have used also the study by @snv_berlin / @JPKleinhans on that, but anyway, it is quite well analysed. 2/x
imho every journalist that want to cover a #semiconductor topic should easily be able to comment/edit on this section. If someone is new on this field, it is a very good initial read to understand the sector. 3/x
Read 17 tweets
Added $CYBE @CyberOpticsCorp to my microfund "Picks and shovels plays" #wikifolio…
Will share longer investment thesis at a later time. some insights below 1/ #fintwit #sensingprecision #MicroLED #MiniLED
$CYBE CyberOptics Corporation designs, develops, manufactures, and markets high precision sensing technology solutions and system products for inspection and metrology worldwide.
Great Picks and shovels play on #semiconductors #MiniLED #MicroLED #IoT #LightsOutFactory 2/
MC: $ 313.9M
Cash: $ 19.3M
EV: $ 278M
P/E fwd: 21.56
EV/Sales fwd: 2.7
P/S fwd: 3
EPS growth YoY: 131.7%
ROE growth YoY: 98%
Operating Cashflow growth: 69%
Ultra tight float: Only 7,4M shares! #fintwit 3/
Read 6 tweets
PM Modi: We want to make India a key player in the global chip supply chain.

#SemiconIndia2022 #Semiconductor @narendramodi @PMOIndia
#LIVE | Semiconductors are playing a critical role in more ways that one can imagine: PM @narendramodi

#SemiconIndia2022 #Semiconductor @PMOIndia
Collective aim to establish India as a key partner in global semiconductor supply chains: PM @narendramodi.

#SemiconIndia2022 #Semiconductor @PMOIndia
Read 9 tweets
We are LIVE tweeting the panel discussion with @GeoffreyOnyeama, @jayantsinha, @RVlahutin, Tadashi Maeda, @P_Orliange, @GarimaMo

Stay tuned for updates!

Join us using this link:

#Raisina2022 #RaisinaDialogue
.@RVlahutin: We have gone through multiple crises in the last few years—but they have served as great catalysers. We have seen how the #EU is shaping its response to these crises, and the EU is now at a moment of reckoning. #Raisina2022
.@RVlahutin: Infrastructure is a strategic tool & we have to treat it like that. Connectivity is not just primarily about things like railways, but it is also about the system of values underpinned by transparency, stability & the ability to make sovereign choices

Read 14 tweets
Four Taiwan tech industry leaders warned the impact of China's #COVID19 lockdowns is huge, much bigger than its power rationing late last year, media report. The four all have operations in China, and say lock downs are wreaking havoc on supply chains. 1/2…
The 4: AU Optronics Chair Paul Peng, Delta Electronics CEO Ping Cheng, Qisda Chair Chi Hung Chen and Lite-On Technology CEO Anson Chiu, media report, adding that Lite-On's Chiu said the issue will push the chip shortage into 2023. #semiconductors
China's semiconductor production shrank 4.2% in the 1st quarter amid #COVID19 related disruptions, with a steep decline of 4.2% in March, media report. The quarterly drop was the first since the 1st quarter of 2019. #semiconductors
Read 6 tweets
A crise global na produção e fornecimento de #semicondutores não tem data para acabar, tal a dimensão do #backlog. E o setor #automotivo é um dos que mais sofrem com a falta de insumos. Image
Os carros novos estão sendo fabricados "capados" em recursos de tecnologia embarcada ou com "gambiarras", como centrais multimídia de quinta categoria, como nos modelos da Toyota do Brasil, entre outros.
Quem paga mais de R$150.000 em um automóvel está levando gato por lebre, com equipamentos genéricos instalados no lugar dos sistemas integrados que fazem parte dos projetos originais.
Read 5 tweets

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