Semiconductor Wild Photons, Strategies & Tactics - May 22, 2020
May 22, 2020 — Strategy and Tactics: Catching up. WildPhotons: The Clearest Vision ...
G. Dan Hutcheson
VLSI is Moving:
VLSIresearch's website will be down from the morning of June 2nd (PST) and will reappear as soon as its new IP addresses are registered by public DNS, which we expect to be completed by June 3rd at the latest.
Comments, Questions & Answers:
Huawei vs. DOC: The strategic changes in business structures likely to occur. Strategically, it's time to recognize that the era of free trade globalism with little government intervention is over. While it may not be practical for our industry or economically efficient, governments matter again and the barrier of national borders is getting higher. This will define our industry's winners and losers in this decade. America's search for leading-edge fabs: Thinking way outside the box and what the small size of TSMC's 20K WSM number could mean.
What's Happening and What's the Meaning:
U.S. Attorney General William Barr's factual error in saying "For the first time in history, the U.S. is not leading the next technology era" and why the better approach would be for The U.S. to take off the oxfords and lace-up some running shoes. TEL's Terry Higashi was awarded Japan's Order of the Rising Sun, Gold and Silver Star: Congratulations, Terry, you certainly deserve this. You have done so much for our industry and Japan. It was exciting to hear that Japan was recognizing you for everything you have done just because it's so rare a major government recognized someone from the semiconductor equipment industry. In no small way, the contributions made are why the world has been able to move on, in spite of the Coronavirus, via the electronic communications achievements made possible via many of TEL's products in which you played a role.
For Your Reference:
Fortunes of High Tech: A history of innovation at ASM International 1958-2008 —a rare look into the history of an equipment company and the man who built it: Arthur del Prado.
Important ChipChirpsTM — Samsung's new 5nm foundry wafer fab. GLOBALFOUNDRIES' Fab 8 to be the most advanced ITAR foundry in the country. VLSI sees 2020 semiconductor growth turning positive. And much more. ChipChirpsTM are available with real-time notifications on VLSI's App for Android and iOS.
weVISION Videos: Coming Soon: Tom Sonderman and SkyWater.
COVID-19 & the Semi Value Chain
with Risto Puhakka.
Coronavirus impact on the semi value chain with Andrea Lati.
Metrology and Inspection's increasing importance with Peter Jenkins of Infinitesima.
The 2010 Decade: The Big Picture with Andrea Lati of VLSIresearch. weVISION Videos are available as downloadable podcasts on VLSI's Smartphone app.
"The only thing we have to fear is...fear itself —
nameless, unreasoning, unjustified terror which paralyzes
needed efforts to convert retreat into advance"
—Franklin D. Roosevelt's 1933 inaugural address