The Rand Report™ - Semiconductors, Sourcing, and Global Supply Chain News for Leaders on the Go
The Rand Report – Week in Review
Andrea Klein discusses ASML's cancellations in China, the impact of a recent earthquake on Japan's semiconductor industry, Microchip's CHIPS Act subsidy, and Samsung's Texas fab update. The episode also covers global semiconductor capacity, China's output growth, and memory market trends.
Key Points
- ASML has canceled some deliveries of its DUV lithography machines to China due to U.S. government pressure and the Dutch government partially revoking some of its export licenses.
- Japan's recent earthquake in the Noto region caused semiconductor manufacturers like Shin-Etsu, GlobalWafers, Toshiba, and Tower/Nuvoton to pause operations for damage assessments, though no major structural damage has been reported.
- Global semiconductor capacity is expected to increase by 6.4% this year, with 42 new fabs starting operations in 2024, driven by advancements in leading-edge logic, generative AI, and high-performance computing.
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Transcript
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