U.S. Department of Commerce recently unveiled an extensive set of rules and regulations designed to tighten export restrictions on advanced computing items. The primary objective?
To prevent China from acquiring cutting-edge semiconductor technology.
Chinese chip makers will still have access to essential ASML equipment for the next four months. Peter Wennink also pointed out that the new US restrictions are targeted at only a limited number of Chinese fabs involved in advanced semiconductor manufacturing, thereby excluding the vast majority of ASML's Chinese customers.
“Customers continue to be uncertain about the shape of the demand recovery in the industry. We therefore expect 2024 to be a transition year,”
~ASML CEO Peter Wennink
In order to meet the increasing demand for advanced packaging methods like CoWoS, semiconductor assembly and test (OSAT) companies need to invest in substantial capacities and advanced tools, which come at a high cost.
In a June report by Reuters, it was highlighted that the AI chips prohibited by U.S. regulations could still be procured from vendors in the well-known Huaqiangbei electronics area in Shenzhen, a city in southern China.
Amkor is not the only major player expanding its operations in Vietnam. South Korea's Hana Micron has also announced a significant investment of $1 billion in a chip packaging and memory factory in the neighboring Bac Giang province.
Finance ministerWang said he hoped they would "more accurately understand China" after the trip, which he said comes as the world is in a "turbulent period of change".
Everyone here understands the difference between conductors and insulators. Conductors allow free flow of electrons, whereas insulators resist it. I want to tell you that India is going to be a great conductor for the semiconductor industry. We are ticking all the right boxes. Ye jo samay hai, yahi Sahi Samay hai
Last week, Pat Gelsinger displayed an unusual level of humility when discussing Intel's IFS venture, remarking "I would give us a passing grade, two and a half years into the [IFS] journey."
In today's automotive landscape, a quiet revolution is taking place beneath the hood and within the dashboard. Semiconductors, once confined to electronic gadgets, have emerged as the unsung heroes of automotive technology. These tiny chips of silicon are orchestrating a symphony of innovations, transforming everything from safety features to engine performance.
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