October 23, 2020 — Strategy and Tactics: The Long-Term Cost of the U.S.-China battle.
WildPhotons: Perhaps they are not stars in sky but ...
G. Dan Hutcheson
The Long-Term Cost of U.S. efforts to keep American Semiconductor Manufacturing Equipment out of China:The biggest cost could be the loss of U.S. leadership in this sector. America's leadership in the semiconductor sector is rapidly diminishing along many lines. In contrast, the leadership of American semiconductor equipment companies in many areas is largely unchallenged, which may be why the U.S. has threatened to block the use of it by SMIC. This in turn has driven China to de-Americanize its semiconductor sector. Thus, a short-term solution could have major long-term costs.
In simple terms, blocking American semiconductor equipment companies from revenue streams anywhere also blocks R&D funding levels. So how important is it? Over the next 5 years it could put America's semiconductor equipment behind by almost 3 years, or more than a full node.
What's Happening and What's the Meaning: Intel's miss
Maxim on the strategic importance of technology waves. Catch a wave and you're sitting on top of the world.* Miss a wave and you're left behind looking like a seal meal for the sharks below. This is the most important concept to understand in the extreme sport of business: Tech. An ability to catch each successive wave is what makes great companies great. It proves their leadership is smart and not ... Catching the next wave is a strategic imperative. Miss one and you'll soon be gone. There are sunken graveyards of forgotten companies who missed a wave... * Brian Wilson and Mike Love of the Beach Boys
ChipChirpsTM — VLSI's Semiconductor Analytics report, DRAM & NAND Markets, AMAT, BESI, Intel, SK Hynix, Kioxia, Samsung, Auto IC sales soar (confirming Semiconductor Analytics' assessment), Chipbond, GLOBALFOUNDRIES, Edwards, Infineon, and more. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.
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