Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
Category: Semiconductor
How does ON Semiconductor make money? Experts in power and analog signal processing and sensor
ON Semiconductor is a more professional semiconductor manufacturer, focusing on power management solutions, connections and sensors.
China is monopolizing world’s chip mature process
China’s mature process chip capacity will account for about 28% of the global market by 2025, according to IDC estimates, and industry association SEMI says that figure could grow to 39% by 2027
How does Microchip, a specialist in microcontrollers, memory and analogs, make money?
Microchip’s revenue source includes its Technology Licensing segment, which had revenue of $103.9 million, and its Semiconductor Products segment, which had revenue of $5.39 billion.
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
Camtek: A little-known but outstanding semiconductor equipment supplier
Camtek is a high-end inspection and metrology equipment for semiconductor industry. Over the past five years, the stock price has increased by 662.11%. Over the past 10 years, the stock price has increased by 2630.46%.
Why was ASML founded?
In 1984, Philips spun off its photolithography division and became ASML. Due to backward technology, the EUV lithography machine that Intel has developed for many years has not yet been launched, and it has been decided not to have an EUV lithography machine made by an American company.