We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have … More Semiconductor shortage to increase prices in 2021
On May 15, the administration announced that Taiwan Semiconductor Manufacturing Co., plans to build a new $12 billion factory in Arizona. In addition, Intel is considering moving some production back to the U.S., and U.S. officials is also trying to convince Samsung to the States. Call us skeptical as announcements are just that and we will … More U.S. Semi Production Hobbled By Labor Shortages
Bloomberg is reporting Taiwan Semiconductor Manufacturing Co., who already produces iPhone and iPad processors, will build the company’s new Mac chips, The components will be based on a 5-nanometer production technique, the same size Apple will use in the next iPhones and iPad Pros, one of the people said. Money quotes from the Bloomberg piece: … More Taiwan Semi To Build Apple’s Mac Chips
February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late … More SEMI Equip Growth Continued Through Year-End, Coronavirus Looms
Toyota and Volkswagen each sell over 10 million cars annually. Tesla delivered close to 370,000 in 2019. In terms of electronics technology, however, Tesla is light years ahead of the industry leaders. According to Nikkei, Tesla’s integrated central control unit, or “full self-driving computer,” also known as Hardware 3, is the company’s biggest advantage in … More Tesla Hardware 3: “It could end the auto industry supply chain as we know it”
The combined revenue of companies listed on the Taiwan Stock Exchange (TWSE) fell 10.73 percent last month from a year earlier to NT$2.46 trillion (US$81.85 billion) due to weak demand and a high comparison base. This compares to the 0.98 percent growth a month earlier and a mild decline of 0.04 percent for last year, … More Hon Hai Leads Revenue Decline Of Taiwan Stock Exchange Listed Companies
The Korean Herald reports, Samsung Electronics plans to give its chipmaking subcontractors the biggest bonus since 2010 — for their performance last year. The semiconductor division pays a total of 41.74 billion won ($35.8 million) to around 20,000 employees of primary and secondary contractors. “Despite the difficult market conditions last year, the company is sharing … More Samsung To Pay Large New Year Bonuses To Subcontractors
Taiwan Semiconductor Manufacturing Co. is being pressured by the Pentagon to produce its military-use chips in the U.S., in order to ensure the potential of Chinese interference. TSMC makes computer chips for the American F-35 fighter jets and serves as a key supplier to Apple as well as Chinese telecommunications giant Huawei Technologies. “The … More Pentagon Pressures Taiwan Semi to Produce Chips In U.S.