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  • ijiweiTalk Ep 315:From FinFET to GAA: Japan's missout and the leapfrog

    Basically, Japan's share of the global semiconductor market has dropped from 50% in the 1990s to less than 10% today. Development has continued to decline, so much so that it has missed the opportunity for FinFET development.

    27.6w ijiwei
    11-21 17:03
  • ijiweiTalk EP314: Is Rapidus on track to land major 2nm clients?

    Can Rapidus find enough customers to pay for the huge investment of GAA's R&D and factory construction costs?

    12.3w ijiwei
    11-16 17:36
  • ijiweiTalk Ep 313 :EU is in a quandary:where are the top fabless semiconductor companies?

    Is it feasible that the European Chip Bill hopes to increase the EU's global market share in semiconductor manufacturing from 9% to 10% to at least 20% in 2030?Interviewee in this issue: Philipp Lausberg.

    10.6w ijiwei
    11-14 10:36
  • ijiweiTalk EP312: the CPI of TSMC overseas' expansion: Japan VS Germany

    Compared to ESMC in Europe, although they are all mature nodes, TSMC's investment in JASM in Japan costs less and has more capacity. What makes setting up a factory in Japan more cost-effective?

    14.5w ijiwei
    11-09 17:00
  • ijiweiTalk EP310: How to build a local talent pipeline? An inspiration from Samsung

    Although countries are vying to invest in the semiconductor industry, talent gaps have restricted plans to develop local semiconductor industry chains. Facing the shortage of talents, what are some tips for various countries?

    10.9w ijiwei
    11-08 17:00
  • ijiweiTalk Ep 311:The role of semiconductor consulting firms in global IC value chain

    With the growth and rise of the semiconductor industry, the semiconductor consulting industry also plays an indispensable role. Standing on the shoulders of big data, then how to know whether the agency can provide high-quality services?

    9.7w ijiwei
    11-07 10:44
  • ijiweiTalk EP308: Chinese AI start-ups vs Nvidia: David and Goliath?

    Behind Nvidia's data center revenue hitting record highs is the shortage of GPUs for AI use cases. Does this mean that controlling the GPU can control the development of the AI industry?

    9.3w ijiwei
    11-02 15:50
  • ijiweiTalk Ep 309:A Roadmap for SiC Power Devices:Twisted but Prosperous

    With the advent of the era of electric vehicles, the automotive-grade application of silicon carbide is indispensable. Silicon carbide crystal manufacturing technology has always been the focus of new technology companies and investment and financing

    10.2w ijiwei
    10-31 10:00
  • ijiweiTalk EP306: Can European Chips Ace cultivate their own "little giants"?

    As the European Chips Act comes into effect, it means that the European semiconductor industry finally has convenient financing channels, but subsidies for local European semiconductor companies do not seem to be equal.

    9.8w ijiwei
    10-24 17:00
  • ijiweiTalk EP302: Samsung vs. Intel vs. TSMC, who will win in GAA?

    As Samsung, TSMC, and Intel compete to lay out the GAA , who will be the winner?

    9.1w ijiwei
    10-24 10:30

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      06-15 13:15

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