What do you base your guess on?
Just to continue operating existing fabs requires tons of spare parts. Given that each machine can contain 100,000s components it is a daunting challenge to stock up for all possible contingencies.
Chinese semiconductor industry
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Just to continue operating existing fabs requires tons of spare parts. Given that each machine can contain 100,000s components it is a daunting challenge to stock up for all possible contingencies.
there was an interview with Lam employee that served YMTC/CXMT that I posted earlier.
#17,936
A lot of the comments (like regarding American employees and service withdraws) have now been verified.
Why doesn't he show the receipt proving it's $1?
In Texas the price is $3.35 for the sandwich alone.
Take it with a grain of salt but around 200 Taiwanese experts working in mainland China have abandoned their U.S. citizenship to continue working in mainland China according to an internal leak.
That “Chinese Tech Analyst” has a degree in history and economics. Might as well give a monkey a dart and have it throw at a board with pre-selected options. I doubt he even knows what his talking about.
Remember when they changed the definition of Recession.
The vast majority of components are not wear components. In a car, you don't expect to replace an automotive computer, seats, steering wheel, etc. for instance. even the engine is not replaced despite the engine being the critical component and exposed to the extreme conditions of heat, mechanical stress, chemicals, etc.
The wear parts for an etch chamber for instance are the vacuum facing components, which will be treated with specialized plasma corrosion resistant coatings like Y2O3. you have specialized cleaning gases and processes for routine maintenance that are 3rd party provided, and for major cleans or refurbishes you take the tool down and outsource the cleaning to another 3rd party.
Just so you know, many analog fabs have equipment from the 1990s still running with 0 vendor support for decades.
Renouncing US citizenship is taking time and expensive. Anyway I think records of citizenship renouncement is public so we can see this latter.
Not sure, maybe that's the intention. I don't think they are doing this out of loyalty but economic reality.
It's like around $2000 or so last time I checked. Not cheap but if you don't live there and haven't for a while, it's not prohibitive.
Yup TSMC will have to make critical decision cause they derived a lot of their profit from 7nm node.
14 hours ago — MediaTek cutting back 7nm, 6nm wafer starts at TSMC - related company info. The company's stock price closed at NT$604 on the TSE on Monday, ...
14 hours ago — MediaTek cutting back 7nm, 6nm wafer starts at TSMC - related company info. The company's stock price closed at NT$604 on the TSE on Monday, ...
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