How did we even get here? The erratic sequence of diminishing tensions and escalations in the U.S. vs. China conflict…
When all is said and done, it may turn out that horseshoe bats dwelling in the caves of China’s Yunnan…
Semiconductor equipment manufacturers have largely remained silent as the U.S. and China escalate a technology cold war that could disrupt…
China is preparing for the worst case scenario: “decoupling” of its technology development from other regions. The crisis in the…
The U.S. Department of Commerce (DoC) announced on June 29 that the newly instituted Hong Kong national security law by…
A group of U.S. senators last week proposed yet another bill to revive the domestic chip industry, theAmerican Foundries Act…
Taiwan Semiconductor Manufacturing Co. (TSMC) and analysts who cover the company recognize an inventory glut in the electronics supply chain.…
The U.S. has issued a new set of trade rules that hamper American-made semiconductor equipment sales to China. As a…
The industry was rocked last week by two U.S. announcements that seem interconnected. The first was the Trump Administration’s announcement…
The announcement by Taiwan Semiconductor Manufacturing Co. (TSMC) last week to build a fab in the United States was very…
Regarding the impact on the wafer foundry industry from the latest specifications publicly announced by the Bureau of Industry and…
Taiwan Semiconductor Manufacturing Co. (TSMC) is no Foxconn. Foxconn promised a big LCD fab in Wisconsin, but that ended up…