Semiconductor Industry

Re: Semiconductor Industry

Postby winston » Fri Sep 08, 2023 5:58 pm

TA Securities: Malaysian Semicon industry on track for a recovery towards 2024, MPI top pick

By Surin Murugiah

While the semiconductor sector’s cyclical downcycle prevails, it is notable that historical trends suggest that the industry is on track for a recovery towards 2024.

“For perspective, recent instances when the industry underwent a downcycle of similar magnitude were in 2001/2002 and 2008/2009, with the respective downcycle lasting for 16 months and 13 months.

“That said, we do not discount a protracted recovery path given rising concerns on China’s slowing economy and lingering headwinds from the uncertain interest rate outlook,” it said.


Source: theedgemalaysia.com

https://theedgemalaysia.com/node/681766
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Re: Semiconductor Industry

Postby behappyalways » Fri Sep 08, 2023 6:07 pm

How Did SK Hynix's Chips End Up In New Huawei Smartphone?
https://www.zerohedge.com/geopolitical/ ... smartphone
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Re: Semiconductor Industry

Postby behappyalways » Sat Sep 16, 2023 2:17 pm

TSMC asks suppliers to delay chip delivery, says Reuters
https://www.theedgesingapore.com/news/s ... ys-reuters
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Re: Semiconductor Industry

Postby behappyalways » Thu Sep 21, 2023 4:49 pm

血要热 头脑要冷 骨头要硬
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Re: Semiconductor Industry

Postby behappyalways » Tue Oct 03, 2023 4:28 pm

New AI chips use an insane amount of electricity
https://twitter.com/BrianGitt/status/17 ... 4826742171


Malaysia Aims To Become A Semiconductor Powerhouse
https://www.zerohedge.com/markets/malay ... powerhouse
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Re: Semiconductor Industry

Postby behappyalways » Tue Oct 17, 2023 7:06 am

There are differences between Taiwan and South Korea in the U.S. ban on domestically produced chips. Why is South Korea exempted indefinitely?

美禁晶片陸產豁免台韓有別 韓國為何得到無限期豁免? TVBS文茜的世界財經周報 20231015

https://m.youtube.com/watch?v=VsFIachAxPI
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Re: Semiconductor Industry

Postby behappyalways » Wed Oct 18, 2023 8:35 pm

Chip Stocks Tumble After US Restricts Sale Of Made-For-China Chips
https://www.zerohedge.com/economics/chi ... hina-chips
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Re: Semiconductor Industry

Postby behappyalways » Sat Oct 21, 2023 1:33 pm

ASML saw 46% of sales come from China in July-Sept quarter, as the country races to buy as many chipmaking equipment ahead of any further export controls from Dutch and U.S. governments
@NikkeiAsia


https://twitter.com/ChengTingFang/statu ... 1100491995
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Re: Semiconductor Industry

Postby behappyalways » Wed Oct 25, 2023 10:54 pm

The U.S. upgrades its chip ban on China, Huida and Intel are the most injured?
What’s the motive behind naming four Taiwanese factories that secretly help the Chinese Communist Party in manufacturing chips?


美升級對中晶片禁令 輝達.英特爾受傷最重? 點名4台廠暗助中共造芯片背後的動機?|20231021|@inewsplus

https://m.youtube.com/watch?v=7VE6Dq3QoqI
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Re: Semiconductor Industry

Postby behappyalways » Fri Oct 27, 2023 9:21 am

Pt.2 The United States releases Samsung and kidnaps TSMC! Really?

'23.10.17【豐富│東南西北龍鳳配】Pt.2 美國放水三星,綁架台積電!真的嗎?

https://m.youtube.com/watch?v=Fcm8ma1ZTfE
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