2022-08-16
1/two key pts: Liang vs co-CEO Zhao Haijun: “While Liang wants to continue pushing forward with the development of cutting-edge technology, Zhao has advocated focusing on expanding less advanced capacity to gain market share.” this co-CEO debate has been going on for years https://twitter.com/...
Bloomberg
Experts say the chip market is facing an “inventory correction”, which could be the worst downturn in a decade, as the global economy weakens and demand fades
Even in an industry famous for its roller-coaster cycles, chipmakers are bracing for a particularly severe shift in coming months … Tweets: @pelstrom , @shiraovide , @pelstrom , @p...
2/@niubi “The furore over SMIC's progress is quite overblown — they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller... “But it is understood that the yield is terrible.” not a real tech breakthrough if so far far away from commercially viable
Bloomberg
Experts say the chip market is facing an “inventory correction”, which could be the worst downturn in a decade, as the global economy weakens and demand fades
Even in an industry famous for its roller-coaster cycles, chipmakers are bracing for a particularly severe shift in coming months … Tweets: @pelstrom , @shiraovide , @pelstrom , @p...
1/two key pts: Liang vs co-CEO Zhao Haijun: “While Liang wants to continue pushing forward with the development of cutting-edge technology, Zhao has advocated focusing on expanding less advanced capacity to gain market share.” this co-CEO debate has been going on for years https://twitter.com/...
Financial Times
China's SMIC producing 7nm chips is a breakthrough but experts suggest yields are low due to lacking EUV; SMIC must now decide if it wants to mass produce 7nm
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...
2/@niubi “The furore over SMIC's progress is quite overblown — they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller... “But it is understood that the yield is terrible.” not a real tech breakthrough if so far far away from commercially viable
Financial Times
China's SMIC producing 7nm chips is a breakthrough but experts suggest yields are low due to lacking EUV; SMIC must now decide if it wants to mass produce 7nm
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...