Tag: semiconductor shortage

ASML chip machines blocked from export to China
2Jan By adminNo Comments
Technology

ASML chip machines blocked from export to China

[ad_1] Cutting-edge chip manufacturing machines from Dutch semiconductor giant ASML have been blocked from export to China, according to the firm, amid a report of US pressure in the strategic sector.ASML said in a statement late Monday the Dutch government had recently revoked a licence for shipping an unspecified number of machines "impacting a small number of customers in China." Semiconductors, which power everything from mobile phones to cars, have become a geopolitical battleground, with the West seeking to restrict China's access over fears they could be used for advanced weaponry. In October, the United States announced tighter export curbs on state-of-the-art artificial intelligence chips, sparking fury in Beijing.Citing unnamed sources, financial news agency Bloomberg News rep...
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Chipmaking Machines Face a Crunch of Their Own
20Apr By adminNo Comments
Technology

Chipmaking Machines Face a Crunch of Their Own

[ad_1] A massive shortage of semiconductors over the past two years wreaked havoc in many sectors. There weren't enough machines to make the chips, either. To fix the problem, firms announced billions of dollars of capital spending for new facilities. But before these have even come online, there's already a glut.Companies don't seem too perturbed, though, nor do investors. Some chip machinery maker stocks(1)are trading at heady valuations. They are finding comfort in the backlog of orders that will tide these firms through the troughs. Those that aren't sitting on cushy buffers will wait it out as they've done in years past. SEMI, the industry association, projects a 17% drop in front-end process equipment. For others that cut wafers into chips, or the back-end process, sales are likel...
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Historic Crash for Memory Chips Threatens to Wipe Out Earnings
30Jan By adminNo Comments
Technology

Historic Crash for Memory Chips Threatens to Wipe Out Earnings

[ad_1] This time was supposed to be different. This time was supposed to be different. The memory-chip sector, famous for its boom-and-bust cycles, had changed its ways. A combination of more disciplined management and new markets for its products — including 5G technology and cloud services — would ensure that companies delivered more predictable earnings. And yet, less than a year after memory companies made such pronouncements, the $160 billion industry is suffering one of its worst routs ever. There's a glut of the chips sitting in warehouses, customers are cutting orders, and product prices have plunged. “The chip industry thought that suppliers were going to have better control,” said Avril Wu, senior research vice president at TrendForce. “This downturn has proved everyb...
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Chip Delivery Times Shrank Rapidly in October as Supply Crunch Subsides
11Nov By adminNo Comments
Technology

Chip Delivery Times Shrank Rapidly in October as Supply Crunch Subsides

[ad_1] Chip delivery times shrank by six days in October, the biggest drop since 2016, adding evidence that demand for electronic components is falling off quickly. Chip delivery times shrank by six days in October, the biggest drop since 2016, adding evidence that demand for electronic components is falling off quickly. Lead times -- the gap between when a chip is ordered and when it is delivered -- averaged 25.5 weeks in the period, according to research by Susquehanna Financial Group. All major product areas are now available more quickly than they were and 70% of the companies surveyed by Susquehanna say they're able to supply chips more swiftly, analyst Christopher Rolland said in a research note. A swath of companies across the $580 billion industry have told investors th...
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China Top Chipmaker Misses Earnings Estimates as Sanctions Bite
11Nov By adminNo Comments
Technology

China Top Chipmaker Misses Earnings Estimates as Sanctions Bite

[ad_1] Semiconductor Manufacturing International Corp.’s earnings missed projections, reflecting a global pullback in spending on devices and computers. Semiconductor Manufacturing International Corp.'s earnings missed projections, reflecting a global pullback in spending on devices and computers. China's largest chipmaker reported $470.8 million in net income for the third quarter, up 47% from a year earlier, versus the $489.7 million average estimate. Revenue of $1.91 billion also trailed the forecast for $1.93 billion. The results underscore how SMIC is succumbing to US sanctions that've cut it off from critical American technology just as the market is slowing sharply. Washington in October enacted its most sweeping restrictions yet to try and counter China's technological ...
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TSMC to Unveil Plans for Another US Chip Plant, WSJ Says
9Nov By adminNo Comments
Technology

TSMC to Unveil Plans for Another US Chip Plant, WSJ Says

[ad_1] Taiwan Semiconductor Manufacturing Co. aims to build another chipmaking plant in Arizona on top of a $12 billion complex it’s already committed to. Taiwan Semiconductor Manufacturing Co. aims to build another chipmaking plant in Arizona on top of a $12 billion complex it's already committed to, the Wall Street Journal reported, citing people familiar with the plans. The world's largest contract chipmaker will announce its intention to establish another facility north of Phoenix, adjacent to the factory under construction, the Journal reported. The new investment should be similar to the first project's, it added. Representatives for the company didn't respond to requests for comment. The Biden administration is trying to attract investments in US chipmaking, part of effort...
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Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out
11Oct By adminNo Comments
Technology

Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out

[ad_1] Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion. Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion from the sector's global market value after the Biden administration imposed curbs on China's access to semiconductor technology. Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, plunged a record 8.3% on Tuesday. Samsung Electronics Co. and Tokyo Electron Ltd. also tumbled on concern US efforts to ensure international cooperation will crimp their ability to export to China. The selloff spread to currency markets. South Korea's won slumped more than 1.6% versus the greenback while the Taiwan dollar dropped 0.7% amid lo...
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