Discover and read the best of Twitter Threads about #semiconductor
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.
csis.org/analysis/secur…
csis.org/analysis/secur…
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.
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.
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.
#Technology #Thread #Semiconductor #Manufacturing #Data
The Semiconductor Critical Data:
1/ - The Semiconductor Industry Generates And Processes A Vast Amount Of Data, From Design And Testing To Manufacturing And Supply Chain Management.
The Semiconductor Critical Data:
1/ - The Semiconductor Industry Generates And Processes A Vast Amount Of Data, From Design And Testing To Manufacturing And Supply Chain Management.
2/ - This Data Is Then Used To Provide Insights Into About Product Development, Supply Chain Optimization, And Quality Control.
3/ - The Semiconductor Industry Also Has To Focus On Data Security, As The Data It Handles Is Often Proprietary, Confidential, And Sensitive.
- It Is Done By Deploying Various Security Measures, Such As Encryption, Firewalls, And Access Controls.
- It Is Done By Deploying Various Security Measures, Such As Encryption, Firewalls, And Access Controls.
#Technology #Thread #Semiconductor #Manufacturing #AI
The Semiconductor AI SoC:
1/ - AI SoC - Artificial System-On-A-Chip - Is Gaining Lot Of Traction.
- Primary Reason Is The Need To Capture, Process, Extract, Learn And Predict, All At A Very High Speed.
The Semiconductor AI SoC:
1/ - AI SoC - Artificial System-On-A-Chip - Is Gaining Lot Of Traction.
- Primary Reason Is The Need To Capture, Process, Extract, Learn And Predict, All At A Very High Speed.
2/ - Doing So With The Help Of Traditional SoC Is Not Impactful.
- Reason: Traditional SoC Are For Generic Workloads.
- Reason: Traditional SoC Are For Generic Workloads.
3/ - AI Applications Bring New Sets Of Workloads.
- These Needs To Be Processed By Mapping The Low-Level Details To The Underlying Architecture.
- Thus, More Precise Computing Is Required.
- These Needs To Be Processed By Mapping The Low-Level Details To The Underlying Architecture.
- Thus, More Precise Computing Is Required.
Is the AI boom the saviour the chip industry needs right now? 🤔
#artificialintelligence #AI #chatgpt #chips #semiconductor
A thread 🧵:
#artificialintelligence #AI #chatgpt #chips #semiconductor
A thread 🧵:
(1/7) @MicronTech CEO (Sanjay Mehrotra) @MicronCEO believes AI is at least partly responsible for a potential turn-around in the chip industry’s fortunes, even as Micron experiences a rebound after 3 quarters of decline. 📈
@MicronTech @MicronCEO (2/7) “We continue to see AI as a secular driver of demand growth in the data centre”, said Mehrotra, who sees Micron as being well-positioned for memory and storage opportunities in AI and data-centric computing. 💾
This is what PKU Prof. Lu Feng (路风) was saying in January about foreign companies such as #ASML complying with US #chip export controls.
EXCERPTS 🧵
EXCERPTS 🧵
1⃣ “Since the #USA has used its ‘nuclear weapon’ against China, we should strike back and use our own ‘nuclear weapon’. More specifically, the US’s method of suppressing 🇨🇳 is to control the supply of chips. Well then, [in return], 🇨🇳 should and can control the demand for chips.”
2⃣ "If the US is forcing a tech and industrial #decoupling [from #China], then we should impose sanctions on all the foreign companies that are carrying out these orders to decouple from the Chinese market.”
Countries in the Global South are sensible and pragmatic, and act in the best interests of their people, unlike Western nations which, today, are acting on ideological impulses and often against the best interests of their people. A 🧵. (1/16)
KRZEMOWE TO I OWO
Odc. 10: "Pozwól, że ja to zrobię za Ciebie" 🏭
W branży #semiconductor można przyjąć kilka modeli biznesowych (odc. 4). Ci, którzy nie chcą ponosić ogromnych nakładów na stawianie fabryki i pogoń za postępem, zlecają produkcję do tzw. foundry
Dziś o FOUNDRIES
Odc. 10: "Pozwól, że ja to zrobię za Ciebie" 🏭
W branży #semiconductor można przyjąć kilka modeli biznesowych (odc. 4). Ci, którzy nie chcą ponosić ogromnych nakładów na stawianie fabryki i pogoń za postępem, zlecają produkcję do tzw. foundry
Dziś o FOUNDRIES
2/ Jeszcze w połowie lat 80-tych duże podmioty tzw. IDMs (integrated device manufacturers; projekt chipu + produkcja) odpowiadały za całość produkcji branży #semis. By zrekompensować sobie wysokie koszty inwestycji w fabryki, niewykorzystane moce zaczęto udostępniać innym firmom.
3/ W ten sposób IDMs mogły utrzymywać wysokie wykorzystanie mocy, co przy ogromnych kosztach stałych jest bardzo istotne dla rentowności biznesu.
To umożliwiło innym specjalizowanie się tylko w projektowaniu chipów, bez konieczności stawiania fabryki - tzw. model fabless.
To umożliwiło innym specjalizowanie się tylko w projektowaniu chipów, bez konieczności stawiania fabryki - tzw. model fabless.
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
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
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)
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)
“The US government's new restrictions on sales of equipment, parts, and services for specific technologies and customers in China are further impacting equipment demand in a declining market,” said Tim Archer, CEO of US chip equipment giant Lam Research. 1/4 $LRCX #semiconductor
2/4 Lam forecast the China export restrictions would cost US$2 billion to $2.5 billion in sales in 2023, ¾ on the system side and ¼ on the services side of its business. $LRCX #semiconductor
3/4 The China restrictions immediately pulled the spare parts business out of Lam’s revenue plan, as it cannot sell spares to certain customers and technologies in China. Similarly, Lam can't service the tools in China at restricted customers and technologies, Archer said.
ASML 4th quarter 2022 beat analysts’ estimates
Net sales €6.4 billion vs estimate €6.38 billion
Gross margin 51.5% vs 54.2% in Q4 2021
Operating margin 33.0% vs 40.7%
Net profit €1.82 bln vs estimate €1.7 bln
EPS €4.60
Accelerated "fast shipments on DUV" in Q4
1/15 $ASML
Net sales €6.4 billion vs estimate €6.38 billion
Gross margin 51.5% vs 54.2% in Q4 2021
Operating margin 33.0% vs 40.7%
Net profit €1.82 bln vs estimate €1.7 bln
EPS €4.60
Accelerated "fast shipments on DUV" in Q4
1/15 $ASML
2/15 Taiwan continued to be the main buyer of ASML systems in the 4th quarter.
ASML net system sales €4.748 billion in the 4th quarter versus €4.255 billion in the 3rd quarter $TSM $ASML
ASML net system sales €4.748 billion in the 4th quarter versus €4.255 billion in the 3rd quarter $TSM $ASML
3/15
ASML’s 2022 sales rose 14% to €21.2 billion (US$23 billion), on continued strong demand.
Gross margin 50.5% versus 52.7% in 2021
Net profit €5.6 bln vs €5.88 bln
EPS of €14.14 vs €14.36
Lithography units sold: 345 vs 309
Net bookings €30.67 billion vs €26.24 billion
ASML’s 2022 sales rose 14% to €21.2 billion (US$23 billion), on continued strong demand.
Gross margin 50.5% versus 52.7% in 2021
Net profit €5.6 bln vs €5.88 bln
EPS of €14.14 vs €14.36
Lithography units sold: 345 vs 309
Net bookings €30.67 billion vs €26.24 billion
ASML CEO Peter Wennink expects a political decision on semiconductor technology exports to China that the U.S. deems sensitive “sooner rather than later” due to “time pressure,” he said in a media Q&A ahead of ASML’s 4th quarter earnings call. 1/3 $ASML #China #semiconductor
2/3 In a statement, he said “The facts are that nothing really changed since the October regulations that came out of the United States. Which actually means that we will not ship EUV to China for instance. But we can still ship DUV and metrology and inspection tools.” $ASML
3/4 During the media talk, Wennink said there are many details that need to be ironed out, and that further speculation is not helpful as everyone awaits the politicians to “come to a reasonable solution.”
I would like to talk about this business of *holes* in #semiconductor physics.
these _holes_ furnish us with a valuable lesson in how one can model the *absence* of something as though it were the *presence* of something else—as physical objects with discrete properties.
(1/x)
these _holes_ furnish us with a valuable lesson in how one can model the *absence* of something as though it were the *presence* of something else—as physical objects with discrete properties.
(1/x)
an ideal crystal of silicon, or any other material used in making semiconductors, defines a fixed and predictable structure of nuclei in a rigid lattice. these nuclei might oscillate slightly about their mean positions within the lattice but mostly, their places are *set*.
(2/x)
(2/x)
the lattice of nuclei, in turn, defines an expected and predictable cloud of electron density that surrounds the positively charged nuclei. the overall charge balance through this structure is zero.
excess electrons, or *missing* electrons, produce deviations from zero.
(3/x)
excess electrons, or *missing* electrons, produce deviations from zero.
(3/x)
TODAY IN THE MARKETS
$SPX
A low #CPI triggered a 114-point jump that took it above the dominant trendline. At the open, sell orders above that level initiated a pullback that took it 126 points down to the 20DMA
Not what we would call a 1-day reversal, more upside to come
#SPX
$SPX
A low #CPI triggered a 114-point jump that took it above the dominant trendline. At the open, sell orders above that level initiated a pullback that took it 126 points down to the 20DMA
Not what we would call a 1-day reversal, more upside to come
#SPX
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
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
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.
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.
(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.
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
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
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
3/10
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.
Stay updated with this week's top analyses, opinions, and event updates from @FletcherSchool's @FletcherRussia on #RussiaUkraineWar + other Eurasian affairs.
"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…
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…
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
"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
@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…
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.
●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.
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.
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)
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
#Asia #semiconductor #CHIPSAct
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.
#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>
#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)
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)
🧵 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
💎 1. Integrate ‘data and analytics’ everywhere along the value chain
🔧 2. Future engineering practices
3/4
#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
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
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
