Canatu’s Post

The Semiconductor Value Chain Illustrating the intricate semiconductor ecosystem with over 100 companies like $NVDA, $ASML, and $ARM. These industry players shape the semiconductor value chain. #Semiconductor #ValueChain #TechIndustry

Tune into the Daily Semiconductor Industry Podcast for 3rd January, 2025! Before we dive in, I want to give a huge shoutout to our sponsor, ADVACO. Their expertise in vacuum pump remanufacturing and service is unmatched, keeping the semiconductor industry running smoothly with precision and reliability. Thank you, ADVACO, for supporting this podcast and helping us bring valuable conversations to our listeners! ▪️ GlobalFoundries-IBM Settlement: GlobalFoundries and IBM resolved their multi-year legal dispute over contract breaches and IP violations from a 2015 semiconductor deal. Terms remain confidential, but both companies aim to focus on innovation. Shares of both firms rose modestly following the news. ▪️ Europe's Semiconductor Push: The EU’s 20% global chip production target by 2030 is unlikely without increased support, says ZVEI. More funding is urged beyond the €43 billion allocated under the EU Chips Act. ▪️ Foundry Competition in Asia: Japan and South Korea intensify semiconductor foundry investments, with Japan backing Rapidus Corporation for 2nm chips and South Korea launching a $20 billion initiative to rival TSMC. #SemiconductorNews #GlobalFoundries #IBM #ChipManufacturing #EUSemiconductors #TechInnovation #FoundryCompetition #AIChips #SemiconductorIndustry #GlobalTech

Europe is home to over 50 different semiconductor companies, a sector which has seen strong growth in recent years, with three of the largest having options listed on Cboe Europe Derivatives (CEDX) – ASML, ASM and Infineon Technologies. In this article, we consider two simple options strategies that might be used to capture the next 10% upside or downside move in a fictional semiconductor company's stock ahead of its next quarterly earnings report. Read more here: https://lnkd.in/efFSwYgi

The advancement of the semiconductor industry cannot be overemphasized, as it is pivotal to the progress of emerging technologies, including AI, IoT, and quantum computing.

Interesting article from an American perspective on the collaborative Canadian approach to support semiconductor innovation – including FABrIC and friends C2MI, ventureLAB, Blumind, Doug Suerich See page 29 here: https://loom.ly/6btrPf4

👉 Join us as Pierre Cambou from Yole Group returns to discuss the significant strides and strategic ambitions within the semiconductor industry. In this segment, Pierre delves into the complex dynamics of semiconductor manufacturing capacity globally, with a focus on China's aggressive investment plans. 👉 Uncover how China aims to transform its role in the global semiconductor ecosystem. This discussion builds on our earlier conversation where Pierre provided an overview of current trends reshaping the semiconductor world, highlighting the cyclical growth patterns from explosive highs to notable declines. #TechPodcast #YoleGroup #Advantest Talks Semi

#otd in 1971 a reporter used the phrase "Silicon Valley" as the title for a series about Bay Area semiconductor companies. 40+ years later, Silicon Valley’s 5 largest companies have a market valuation greater than the entire UK economy: http://bit.ly/369jzgA (Fact v/smihm on X)

The Rapidus semiconductor project in Japan faces significant challenges, particularly regarding the choice of Chitose City as its manufacturing base. Issues such as high transportation costs, lack of talent, and unsuitable water quality highlight the #LocationControversy. Addressing these concerns is crucial for the success of Japan's #SemiconductorIndustry strategy.

The Semiconductor Value Chain is ripe for consolidation and disruption!

The Netherlands is one of three countries to have a complete semiconductor value chain. When semicon companies #InvestInHolland, it's not just an attractive business proposition – it's the smartest route to achieving global ambitions. See the story of the Netherlands' semiconductor ecosystem. https://lnkd.in/e4axpn_n