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Chip giants have warned
Since the second half of last year, the chip industry has been taking a sharp turn for the worse, and everyone has no unified opinion on the recovery time of the industry. Recently, several giants have shown their pessimistic attitude without exception. TSMC CEO Wei Zhejia told investors on Thurs...Read more -
Will the chip industry encounter new decline?
Analyst Robert Maire has previously pointed out in ASML’s earnings note that for a long time, their view of the semiconductor industry is to look at things through two different components of supply on the one hand and demand on the other. To this end, they argue that the “first rou...Read more -
Is there a chance for new types of storage?
At a high level, computer architecture has several key components: the CPU (consisting of computing cores and interconnects), memory (consisting of cache, main memory, and hard drives), and input and output hardware. While all parts of the architecture are important to overall efficiency, for mod...Read more -
Too much inventory for chip companies
It has been reported in the semiconductor industry that the inventory of non-Apple consumers has been higher than expected recently. In addition, Apple has accelerated destocking this season to squeeze out non-Apple applications. Under the influence of a series of intertwined effects, the IC desi...Read more -
Optical chip FPGA is urgently needed
Electronics are great for performing fast calculations, while photonics are ideal for moving information. A major drawback of the latter, however, is the slow and costly development process of new photonic integrated chips, preventing their widespread use. If photonic chips could be reprogrammed ...Read more -
The Unsung Heroes of EUV Lithography
Most discussions of advanced lithography focus on three elements—the exposure system, the photomask, and the photoresist—but that’s only part of the challenge. The physical structure that successfully transfers the pattern from the photomask to the wafer also depends on the co-working of mu...Read more -
Chip demand boosted by electric vehicles
Capacitor costs will account for approximately 10% of total power converter costs by 2022. This ratio is increasing as the number of expensive film capacitors increases. This percentage increases with system power level. The overall capacitor market for power converters will grow from approximate...Read more -
What semiconductor industry needs from the government?
The UK government’s goal of making the UK a “tech powerhouse” is exciting, and even more so is the identification of semiconductors as one of the key technologies in the recently released UK technology framework. However, there has reportedly been a lot of criticism about delays...Read more -
TSMC, how long will it go down?
Every three years or so, TSMC experiences a recession. Sometimes this recession involves declining revenue, and it’s always related to a year-over-year decline in silicon wafer etch starts (measured in 12-inch wafer start equivalents). Sometimes, when things are really bad, the declines are...Read more -
Nvidia’s Market to $2.7 Trillion in 10 Years?
Nvidia stock has proven to be a terrific investment over the past decade, turning a modest $100 payout into more than $9,300 over that time period despite volatility along the way. The chipmaker’s stellar growth can be attributed to the diversification of its graphics cards, which are now d...Read more -
confirmed! Intel resells complete server business
The news pointed out that Intel announced its financial report for the fourth quarter of 2022 in January this year, with total revenue of US$14 billion, a year-on-year decrease of 32%, which is also the lowest quarterly revenue since 2016. At the same time, the net loss was US$664 million, a year...Read more -
Large model, inseparable from Serdes
With the birth of ChatGPT, the potential of pre-training large models to innovate and transform thousands of industries has been fully demonstrated. Some industry leaders even hailed its advent as the “iPhone moment” of artificial intelligence, and predicted that this is “just s...Read more
