Discover and read the best of Twitter Threads about #semiconductor

Most recents (24)

TSMC Arizona has turned into a Chinese Communist Party (CCP, China) talking point, with scary stories daily.

Example:
“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
2/9
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
BREAKING: #BNNChina Reports.

Faced with the dilemma of choosing between the #US and #China in escalating chip war, Seoul is trying a balancing act to maintain relations. #technology #competition #innovation #economy #manufacturing Image
#SouthKorea is set to join US-led Chip 4 Alliance as its #semiconductor industry relies on the United States for equipment needed to make #chips, while China is the sector’s largest export destination.
Two Korean semiconductor manufacturers that have factories in China, #Samsung and SK Hynix, have been granted year-long exceptions from US export restrictions, with no clarity on what will take place once the year ends.
Read 4 tweets
(1/16) Applied Materials $AMAT, a leading provider of #semiconductor equipment, became the latest company in the #chip space to warn of weakening trends (also ~$400mm impact from #Chinese #export regulations).
(2/16) The semiconductor space has seen a ton of volatility this year, but sector fundamentals and share prices are entirely following the playbook of the last several decades. Let’s take a quick look…
(3/16) The industry continues to be deeply cyclical (despite playing into secular trends like #computing / processing power – meaning the long term trend is bumpy, but higher) with y/y growth rates rising much more than end-demand for products, as well as falling more steeply.
Read 16 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
Long read by Li Chaomin (李超民) assessing the content and impact of the US Chip Act.

Li is the deputy director of the Institute of Public Policy and Governance at Shanghai University of Finance and Economics.

Below are some of his policy recommendations for #China 🇨🇳:

1/10
"It is necessary to fully mobilise both international and domestic resources to strategically hedge against the impact of the #Biden administration's chip act. Support for and preferential policies targeting investors and tech-related talents are key." 2/10
"[We should] focus on the construction of a national governance mechanism. Priority should be given to increasing government investment and support. [We should] not only directly subsidise chip manufacturing and equipment manufacturers, but also ...

3/10
Read 10 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

vox.com/world/2022/9/2… 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."

bloom.bg/3LJtoqY Image
Read 6 tweets
@IITHyderabad to support #India #Semiconductor Mission with 1st of its kind #BTech in #ElectricalEngineering {#IC #Design & #Technology}

For details & admission, visit ee.iith.ac.in
Electronic Media Release:
Read More: pcr.iith.ac.in/files/pressrel…
Highlights:
●Program will provide End-to-end Learning to create Industry Ready workforce in #ChipDesign & manufacturing.
●Students will be provided strong fundamentals in Elect Engg in 1st 2 years, & students will delve deep into IC Design or IC Manufacturing for next 2 years.
●Designed in consultation with the Industry; In-built Semester long Internship program;

Complimenting IITH’s step, Dr Sunita Verma @GoI_MeitY said, “The Bachelor of EE Course with specialization in IC Design & Technology of IITH is being initiated just at the right time.
Read 7 tweets
As always, very motivating to meet our Hon. PM @narendramodi ji. Discussed at length the energy security for India, along with the Vedanta FAB and #Semiconductor project. (1/4)
The dream of creating another Silicon Valley in India doesn’t lie that far ahead. This will also give rise to employment opportunities and positively impact our nation. (2/4)
PM commended our #NandGhar program and suggested that its model can be replicated all over India. This will move us a step closer to achieving our goals on child nutrition, women empowerment, and education. (3/4)
Read 4 tweets
Days after South Korean president skipped to meet U.S. politician Nancy Pelosi, #SouthKorea Foreign Ministers Park Jin started his three-day visit to #China. This is the first high-level visit to China by President Yoon Suk-yeol’s administration.

#Asia #semiconductor #CHIPSAct ImageImageImageImage
The foreign ministers of #SouthKorea and China met in #Qingdao, China Tuesday and pledged to develop closer relations and maintain stable industry supply chains, which has drawn close attention in the semiconductor sector as U.S. President Biden signed the #CHIPSAct into law.
According to Korea Times, the $280 billion U.S. #CHIPSAct included billions of incentives to prevent chip manufacturers from upgrading facilities for the next 10 years in countries such as #China, which accounted for 60 percent of #SouthKorea’s semiconductor exports last year.
Read 4 tweets
#Technology
#Wirtschaftsgeschichte:#EconomicHistory

"Our last video on #Japan's semiconductor industry ended with the industry at the very peak of its powers.

Taking place over the span of 30 years, the island country's rise to #semiconductor supremacy>
> shook the industrial foundations of the West.

The Japanese semiconductor #industry once seemed invincible. But what goes up must come down. In this video, we look at Japan's semiconductor decline." (publisher-blurb)
>
From the comment-section (by "Jim Golab"):
"I was at #Motorola Memory Division in the early and mid-80’s. The 1985 crash devastated the chip suppliers because right before it, the computer companies were selling into a boom and were so desperate for #DRAM, that
>
Read 7 tweets
🧵 𝑷𝒓𝒊𝒐𝒓𝒊𝒕𝒊𝒆𝒔 𝒊𝒏 𝑯𝒊𝒈𝒉-𝑻𝒆𝒄𝒉 & 𝑺𝒆𝒎𝒊𝒄𝒐𝒏: 𝒂 𝑫𝒖𝒕𝒄𝒉 𝒓𝒆𝒈𝒊𝒐𝒏𝒂𝒍 𝒓𝒆𝒇𝒍𝒆𝒄𝒕𝒊𝒐𝒏 - The High Tech and Semiconductor region in the Brainport Eindhoven is responsible for approximately 40% of all patents in the NL bit.ly/3Ga9JO1 1/4
Two (of the many) reasons are 1) the presence of strong campuses and, 2) the presence of global, often Dutch found and hardware-oriented, companies. #Semicon #HighTech #Branport #Eindhoven 2/4
As value continuous to shift from Hardware to Software, we see a set of enabling dependent priorities to secure their future vision and market position.
💎 1. Integrate ‘data and analytics’ everywhere along the value chain
🔧 2. Future engineering practices
3/4
Read 5 tweets
#EUChipsAct The @EU_Commission has published a staff working document #SWD which consists of 4 parts. Can be found here:

data.consilium.europa.eu/doc/document/S…
data.consilium.europa.eu/doc/document/S…
data.consilium.europa.eu/doc/document/S…
data.consilium.europa.eu/doc/document/S…

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
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
Where does the New Whole State System 新举国体制come from? To what extent does it help advance China's innovation in strategic sectors like semiconductors? How does it inform about the global concurrent expansion of state capitalism? Here's our new article
journals.sagepub.com/doi/full/10.11… Image
Instead of perpetuating the geo-imaginary of Western liberal democracy vs. Chinese authoritarianism, we situate the p-2008 expansion of state capitalism in China as part of the worldwide response to the crisis of global capitalism (over-production, excess liquidity, slow growth) Image
Focusing on the NWSS as an assemblage of discourses, policies, and practices, we show how it builds on/departs from the old socialist whole state system. We argue that the Chinese state is not monolithic, unchanging, and culturally essentialist. Image
Read 10 tweets
Global Semi Conductor Industry
(A thread)

- Annual Sales of $500 bn in 2021 - Highest ever (up 25%)

- It took 50 yes to become half a Trillion $ Industry - will just take another 10 years to 1 Tn $

- Projections sales by 2025 $692 Bn & by 2030 $1 Trillion

#semiconductor
- Average supply wait time gone up to 25 weeks from 12 to 14 weeks

- Leading chip makers adding Capacity at a rapid pace

- Record Capex of $146 bn was made in 2021

- Share of USA chip manufacturing fallen to 12% from 37%

- Taiwan Semiconductor planning a $44 bn capex plan
- Samsung has announced $17 Bn capex plan towards semiconductor manufacturing only

- Current semiconductor demand is 40% higher than what a company can produce

- A huge opportunity in the waiting?!

Disc: Invested through International MFs

#semiconductor

Source: @livemint
Read 3 tweets
Good news everybody!

The excellent @J_B_C16 and I teamed up (again!) to analyze what #China's rise in #semiconductors means for #EU. It's not 60 pages and 300 references like the last one (sorry).

Reading this are 20min well spent, promise!

stiftung-nv.de/en/node/3187 Image
This is the second paper based on our (@snv_berlin) cooperation with @merics_eu to make a deep dive into #China's #semiconductor ecosystem. The first paper assessed China's competitiveness in #chips and can be found here. stiftung-nv.de/sites/default/… (it's a "long-read").
In today's paper we distilled several #policy recommendations for the #EU in great expectation of the upcoming #EUChipsAct, future conversations at the EU-US Trade and Technology Council (#TTC) and in light of EU's #IndoPacific strategy.
Read 4 tweets
TSMC founder Morris Chang said he doubts Intel CEO Pat Gelsinger can restore Intel to its former glory, media report. Intel's mandatory retirement age is 65-years old, and as Gelsinger is already 60, Chang does not believe he has enough time. $INTC $TSM #semiconductor
2/3
TSMC's founder also reportedly said Gelsinger's recent comments about Taiwan being unsafe, and his criticisms of TSMC and other Asia chip makers are ways to try to get more of the U.S. government's subsidy money for Intel, media report. $TSM $INTC
3/3
Dr. Chang also reportedly said Intel sought TSMC years ago for chip production, but Chang told TSMC Chair Mark Liu not to get excited about it because technology is in Intel's soul, so very likely nothing would happen. Chang was correct. $INTC $TSM
money.udn.com/money/story/56…
Read 3 tweets
ASML is hiring like crazy. They post like 20 new jobs every workday. Simply put, they are the market leader in printing #microchips.

If you want to work on solving the #ChipShortage, those are sweet opportunities.

@ASMLcompany #techjobs #semiconductor #shortage
What I casually called "printing" is actually called UV lithography. It's the most important tech used in the fabrication of microchips. UV lithography works similarly to analog photography in the sense that the target surface is altered by light.

en.wikipedia.org/wiki/Photolith…
Read 3 tweets
TSMC on Japan fab: plans to build a specialty technology fab in Japan, subject to board approval. Japanese government supports the plan. Will build a 22-28nm process technology #semiconductor fab. Fab construction to begin in 2022, and mass production expected in 2024. $TSM
2/? TSMC 3Q Call
TSMC CEO CC Wei: We are confident we will retain our technology leadership. 2nm technology, density and performance will be the most competitive in 2025 and GAA structure is being considered, but won't say more today. (paraphrasing). $TSM
3/? TSMC 3Q Call

CEO CC Wei: "We are entering a period of higher structural growth" due to 5G, HPC and massive new demand for energy efficient computing, which will require leading edge technologies.

"We expect our capacity to remain tight in 2021 and throughout 2022."
$TSM
Read 12 tweets
JUST IN:
TSMC 3Q net income NT$156.3b, [Est. Nt$149.59b Prev.137.31b]
TSMC 3Q Gross margin 51.3%, [Est. 50.6%]
#TSMC #semiconductor #chips
#TSMC 3Q revenue NT$414.67b, [Est. Nt$413.56b Prev.356.42b]
TSMC posted a 13.8% rise in quarterly net profit, boosted by a surge in global demand for #semiconductors for smartphones and laptops amid a supply shortage.
#TSMC:
The shipment of 5nm chips accounted for 18% of the company's total silicon wafer sales in the 3Q2021, while 7nm chips accounted for 34%.
$TSM #semiconductor #chips
Read 5 tweets
With respect to today’s #inflation data, core #CPI (excluding volatile food and energy components) came in at 0.24% month-over-month and 4.04% year-over-year and was driven higher by strong increases in the #rent components, which have a tendency to be persistent.
Further, headline #CPI data printed at a solid 0.41% month-over-month and came in at 5.38% year-over-year.
Today’s data witnessed declines in used vehicles, #airfares and lodging, which should temper #market concerns somewhat, but we anticipate that these components are likely to see #prices bounce back in the months to come.
Read 10 tweets
1. Better headline: "Will Common Prosperity Make Japan Great Again?" MJGA!😂 We have deep expertise and top indexes on Japanese equity, particularly currency hedging. Below is the list of some under appreciated things of Japanese equity.
2. Underappreciated: If US fiscal/monetary response to the pandemic is large, Japan's is even a larger share of GDP. Lay person language: money money money for the economy.
3. Our colleague reviewed how Warren Buffet's Japanese investment last September has turned out. Following Mr. Buffet, global investors have been putting money there quietly for a while. wisdomtree.com/blog/2021-05-0…
Read 9 tweets
Thread

Notes from IDC #semiconductor market briefing by VP Mario Morales, head of semiconductors (30-year veteran) 9/2/2021 on Zoom.

Great presentation.

#IDC 1/16
#IDC 2/16

IDC forecasts the 2021 #semiconductor market will grow 17.3% to US$545.0 billion led by phones, laptops, servers, automotive, smarthome, gaming, wearables and Wi-Fi, with increased memory prices.

The market will grow 4% in 2022 and 0.3% in 2023 to $568.4 bln.
#IDC 3/16

Without shortages, #semiconductor market growth would have been over 20% this year, with the bullish case close to 25%.
Read 16 tweets
Shenzhen Component Index declines by 2.4%, mainly dragged by the semiconductors sector.
CSI 300 Index falls by 1.6%.
SZSE Chinext Price Index decreases by 2%.
#China #StockMarket #semiconductor Image
More than 3,700 shares in Shenzhen and Shanghai fall on Wednesday.
#China #StockMarket Image
SZSE ChiNext Price Index pares gains to 1.5%.
CSI 300 Index and Shenzhen Component Index rally.
#China #StockMarket Image
Read 5 tweets

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