Paul Cremers
@force_to_black
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RT @ecommerceshares: Judge rules that $GOOG won’t have to sell Chrome. Most obvious ruling of recent times. The major advantage of having….
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$ASML $AMAT #india.👇🏻.
Impressive group of attendees at Semicon India 2025. CEOs of ASML, LAM and TEL. President of AMAT. Only KLA leadership is missing. I guess semicon equipment makers see a large opportunity in India.
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Is this the reason for the extra drop in $BESI today?.#HBM #samsung #skhynix $MU #hybridbonding #YMTC #CXMT.👇.
Quite important news from Digitimes and ZDNet. YMTC is investing in DRAM R&D tools while pursuing a strategic partnership with domestic DRAM leader CXMT. I think close observer should have no doubt on YMTC's world class hybrid bonding capability, but it's important to stress
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RT @rwang07: The rule can be confusing. But it's critical to know that the rule is NOT BANNING $TSM, Samsung, or SK Hynix to run their exis….
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RT @rwang07: 1) The Trump administration has informed $TSM to revoke its VEU waiver for its Nanjing fab (12 & 16nm) in China —Bloomberg . $….
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RT @rwang07: Bank of America: "$ASML Cutting Q3/Q4 bookings on lower Foundry/China visibility We lower our Q3/Q4 booking estimates to €3.5b….
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RT @wallstengine: Morgan Stanley Downgrades $LRCX to Underweight from Equalweight, Lowers PT to $92 from $94 . Analyst comments: "We model….
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RT @rwang07: $AMAT Senior VP & CFO Brice Hill admitted the company face loss of market share in China due to export control, citing the imp….
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RT @ChipsandWafers: Chips & Wafers is Joining SemiAnalysis. We are excited to share that the Chips & Wafers team will be joining @SemiAnaly….
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RT @rwang07: $TSM Roadmap for Advanced Node, Price Hike and Oversea Challenges. Advanced Process Technology Roadmap. - 2nm Process: Mass pr….
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RT @rwang07: According to Digitimes, cited @Kurnalsalts's research, Rapidus 2nm chip matches $TSM logic density, and outpaces $INTC in perf….
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According to Goldman Sachs, it suggests #China's lithography progress is 20 years behind based on the roadmap position of Chinese companies and $ASML.
According to Goldman Sachs, it suggests China's lithography progress is 20 years behind based on the roadmap position of Chinese companies and ASML.
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RT @fugro: Offshore wind is under pressure, but innovation continues. In this archive episode from Planet Beyond, Fugro & the National Robo….
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$AMAT: in a tough place with respect to China. Admits share losses due to export controls. They see 3 ways of China evolution: pivot to local players, multinationals addressing China demand and potential export control changes. Insists no share loss in DRAM + leading-edge. $BESI.
AMAT is in a tough place with respect to China. Admits share losses due to export controls. AMAT sees 3 ways of China evolution: pivot to local players, multinationals addressing China demand and potential export control changes. Insists no share loss in DRAM and leading-edge.
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RT @Jukanlosreve: TSMC Reportedly “Purges” Local Supply Chain: High-Margin, China-Dependent Firms May Be Eliminated. News that TSMC’s 2nm p….
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RT @theaustinlyons: $INTC 8K just dropped. CHIPS guardrails still intact. Takeaway: Intel's $5.7B equity funding should be directed towa….
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