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January 8, 2023
Underutilisation in the current fabs. these actions over time will help us to bring supply and demand in balance. so yes, the near term is challenged by the inventory adjustments, but we have confidence in the longer—term demand drivers are very much intact, and im confident that we will emerge stronger at the other end of the current downturn. thats the outlook from one of the biggest brands in the game. now companies are having to contend with a slowdown in the chip sector. plus, recent us e...
January 7, 2023
Are very much intact, and im confident that we will emerge stronger at the other end of the current downturn. thats the outlook from one of the biggest brands in the game. now companies are having to contend with a slowdown in the chip sector. plus, recent us export controls are disrupting the industry globally. translation: countries should stand up and not let _ washingtons unilateralism and protectionism go unchecked. this concerns the stability of the global trade system and, more importantl...
January 7, 2023
Are very much intact, and im confident that we will emerge stronger at the other end of the current downturn. thats the outlook from one of the biggest brands in the game. now companies are having to contend with a slowdown in the chip sector. plus, recent us export controls are disrupting the industry globally. translation: countries should stand up and not let _ washingtons unilateralism and protectionism go unchecked. this concerns the stability of the global trade system and, more importantl...
November 27, 2022
China is boosting its sanctions-hit chip sector amid trade restrictions from the US. According to the most recent stock market filings and financing data, China's sanctions-hit chips sector will be financially boosted by new public listings and mutual funds as Beijing intensifies the nation's chip independence amid US trade restrictions.
November 16, 2022
Lawmaker expects regulatory-tightening discussions to take place in the coming months, with an eye on preventing leaks and maintaining Taiwan’s technological edge.
November 3, 2022
ASML is the dominant player in the semiconductor sector that will shape every industry. Check here to see its growth catalysts, risk factors and my takeaways for investors.
July 14, 2022
Whenever, march of 2021. you dont want to do that. what you really want to do, if you want to restore some confidence and stabilize the economy. how about a spending freeze and congress does nothing on the spending side, zero. the semi conductor thing needs to be looked at carefully. a $300 billion bill point number one. point two. semi conductor prices, which were high coming out of the pandemic, they are coming down. they are coming down in the private investment sector, private investment. th...
February 12, 2022
The United States' and the European Union's multibillion-dollar plans to support their semiconductor industries will fuel global competition in the strategically important sector, and China needs to double down to achieve breakthroughs in core chipmaking technologies, experts said
May 24, 2021
Share: Is this the week we escape the May doldrums? Though the market is in a better mood so far today, Wall Street continues to struggle toward summer as earnings season winds to a close. The S&P 500 Index (SPX) just suffered its first back-to-back weekly losses since February, and the Nasdaq 100 (NDX), heavily weighted toward Tech, only barely missed falling five straight weeks. It managed to eke out a small gain in the week that just ended, but remains down about 4.5% from its April ...
May 24, 2021
The world seems to be in a buying mood so far this morning, helped in part by strength in bitcoin. Without much in the way of news over the weekend, cryptocurrency prices are continuing to set the momentum.