ASML’s Post

ASML crushed their Q2 earnings, and it's clear that AI is fueling the demand for chipmaking equipment! 🔥 Want to learn more about the key factors behind their success and what it means for the future of the semiconductor industry? 🤔 This article breaks down: ➡️https://lnkd.in/gPBVVJAm ➡️ ASML's impressive Q2 financial performance

Join us at the ASML 200 mm Users’ Forum at Semicon West! We have news to share on the Lifetime Extension of the PAS 5500 lithography platform as well as several related topics. See below for registration details. #ASML #PAS5500 #200mm #lithography #lifecycle #sustainability

Missed last week’s Nvidia earnings webinar? We covered the implications this has for the #semiconductor industry and broader market. We also discussed the benefits of Nvidia’s fabless semiconductor business model, compared to integrated device manufacturers like Intel and foundries like TSMC. Watch it here: https://lnkd.in/gRnbip5m

Just penned down a profound book review of CHIP WAR by Chris Miller that dives deep into the intricate layers of Semiconductor Industry. Have 5 minutes of amazing insights! 🔄 Join the conversation! What's your take on the Chip War, and how do you see it shaping our world? Share your thoughts below! 👇🔍 #ChipWar #TechInnovation #DigitalFuture #SemiconductorRevolution 🌐💬

If you're interested in the chip history, this talk by TSMC's legendary founder Morris Chang is a must-watch. His talk ranges from a little history (Texas Instruments, Fairchild, etc.), why TSMC is so successful, to lessons going forward. (An aside: I've said in the past that TSMC should not try to build fabs in the United States or most other Western countries (or India), and Chang provides some insight into why. Oddly enough, it's TSMC that seems to be operating in contradiction with their founder's own advice by trying to build in Arizona and India, among other places. It won't work. These places don't have the right culture, talent, or infrastructure in place. I would expect most of the next wave of successful fabs to be in Southeast Asia.)

Following Nvidia’s Q2 earnings call, join Angus Shillington and Nick Frasse on Thursday, 8/29 at 10 AM ET as they discuss the implications this has for the semiconductor industry and broader market. They’ll unpack the benefits of Nvidia’s fabless semiconductor business model, compared to integrated device manufacturers like Intel and foundries like TSMC. Register here: https://lnkd.in/eesvZwuM -Top takeaways from Nvidia’s Q2 earnings -Assessing the fabless business model vs. traditional semiconductor manufacturing -Outlook for different types of semiconductor companies

Join our 100 Days, 100 Questions journey into semiconductor awareness! 🚀 Dive deep, unlock potential, and elevate your knowledge. Participate now! 💡 #SemiconductorAwareness #100Days100Questions #vlsijunction #semiconductor

Just discovered this video from the Manufacturing @ MIT series. The video was informative and shared Dr. Morris Chang's perspectives on TSMC's foundry business model, which transformed the chip industry and Taiwan's (and Southeast Asia) position in the world. After watching the video, it really brings the history from the book 'Chip War' by Chris Miller' alive. https://lnkd.in/gUuEpDFq https://lnkd.in/gtQiC6JJ

People criticized 台積電 for trying to copy their management model in Taiwan on foreign lands. Very soon, the same situation may repeat in Dresden, Germany, if the stakeholders fail to ask questions to themselves about the purpose of TSMC's overseas expansion. What do the stakeholders of TSMC Arizona want from this operation? TSMC management and #supplychain partners should also ask themselves about the company's goals and purposes of setting up fabs overseas, where the culture and mindsets differ from where they came from. #semiconductor

TSMC the main chipmaker for Apple and NVIDIA is set to win more than $5 billion in federal grants to support a chipmaking project in #Arizona. The award would mark a major boost for President Joe Biden’s #ChipsAct, legislation that has set aside $39 billion in direct grants to persuade chipmakers to build on American soil America first still works. There is no such thing as an “Europe first” hence no #EU #BigTech companies, no EU based Tesla. Europe also spends a considerable amount with USA based #bigpharma and #defenseindustry