The Chip Insider®– Hi-NA EUV, Intel-UMC Partnership, Taiwan’s elections
Author: G. Dan Hutcheson
Summary:
What’s Happening and What’s the Meaning: Hi-NA EUV, Intel-UMC Partnership, Taiwan’s elections
Hi-NA EUV: With questions circulating about the cost-competitiveness of High-NA EUV I answer the question of why it’s not changing things and why customers are not canceling orders but going over the big picture of how lithography decisions are made, how they affect performance, and why cost matters less in a Value-of-Ownership era.
Intel-UMC Partnership: Is it strategic or tactical? This is the second such deal for Intel, marking a material change in capacity strategy for Intel…
Taiwan’s elections: With the DPP win and Parliament split 3 ways, little has changed. This is especially true with respect to TSMC’s role in … Donald Trump has designated the most important company in the world. This tells you little is likely to change with semiconductor geopolitics no matter who wins...
Dan’s Book Shelf: The China Order: Centralia, World Empire, and the Nature of Chinese Power by Fei-Ling Wang …
Maxims: There are only five business strategies: cost, quality, distribution, technology, and intellectual property (IP). All business strategies break down into these five, or some combination of them…
“If you don’t like what’s being said, change the conversation.” – Don Draper, Mad Men
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