Boeing also firing... Who's next? Semiconductor?

[Sinkiesuk]

Semicon business nature is always in wave form due to nature of its business model

Silicon wafer will eventually kena substitute by a new plant technology that does not need so many peo and does not need huge plants.

 

[k1976]

Silicon wafer will eventually kena substitute by a new plant technology that does not need so many peo and does not need huge plants.

Those GaN n SiC fab are not for mass market

 

[k1976]

Silicon wafer will eventually kena substitute by a new plant technology that does not need so many peo and does not need huge plants.

Under IE4 0, firsr light-out fab will appear in 2030 in East asia...fully automatic from running daily manufaccturing operation to Preventive maintenance

 

[k1976]

To get ready for post 2050-70 era low obital robotic manufacturing facilities control thru remote access VPN

 

[Sinkiesuk]

Under IE4 0, firsr light-out fab will appear in 2030 in East asia...fully automatic from running daily manufaccturing operation to Preventive maintenance

Wow I dunno much in details. Anyway, sinkie biggest semiconductor is Micron they have retrenchment last yr now they doing great now due to nvida but don't think will last long. They gonna fire eventually.

 

[k1976]

Learn to be a fab operator

Not easy job

 

[k1976]

Wow I dunno much in details. Anyway, sinkie biggest semiconductor is Micron they have retrenchment last yr now they doing great now due to nivida but don't think will last long. They gonna fire eventually.

Non- china Data centers demand mah

 

[k1976]

Wow I dunno much in details. Anyway, sinkie biggest semiconductor is Micron they have retrenchment last yr now they doing great now due to nivida but don't think will last long. They gonna fire eventually.

No forever job de...

 

[k1976]

Wow I dunno much in details. Anyway, sinkie biggest semiconductor is Micron they have retrenchment last yr now they doing great now due to nivida but don't think will last long. They gonna fire eventually.

They benefits from geo political tension

 

[Sinkiesuk]

They benefits from geo political tension

Next might be Micron firing liao lo. Now short term doing good. One by one firing.

 

[congo9]

Micrcon firing ? You Sure , they are doing good business.
They hire a lot of Ah neh on Spass. A lot of jiu hu kia.
And some left over PRC from previous.

 

[Sinkiesuk]

Micrcon firing ? You Sure , they are doing good business.
They hire a lot of Ah neh on Spass. A lot of jiu hu kia.
And some left over PRC from previous.

Short term outlook good. Eventually I think will have another big retrenchment.

 

[congo9]

The big retrenchment will be at the very ground level, where a lot of Jiuhukia and a lot of Ah Neh on S-Pass.

 

[Sinkiesuk]

The big retrenchment will be at the very ground level, where a lot of Jiuhukia and a lot of Ah Neh on S-Pass.

Not really I know many local sinkie who got retrenched from micron last yr. Those foriengers will get pr or citizen eventually. Is a heaven place for jhk and foriengers.

 

[k1976]

Micrcon firing ? You Sure , they are doing good business.
They hire a lot of Ah neh on Spass. A lot of jiu hu kia.
And some left over PRC from previous.

U also camping there?

 

[k1976]

Not really I know many local sinkie who got retrenched from micron last yr. Those foriengers will get pr or citizen eventually. Is a heaven place for jhk and foriengers.

Since Day1...nothing new

 

[k1976]

Short term outlook good. Eventually I think will have another big retrenchment.

No leetrenchment at leasr until Q2 2025

 

[k1976]

Short term outlook good. Eventually I think will have another big retrenchment.

No leetrenchment at leasr until Q2 2024

Silicon wafer will eventually kena substitute by a new plant technology that does not need so many peo and does not need huge plants.

Wiat for Unified Memory architeacture

 

[k1976]

Global Chip Stocks Shed $420 Billion as ASML Shock Halts Rebound​

• Magnitude of ASML’s forecast cut was a surprise, Citi says
• Peer Tokyo Electron among worst hit stocks in Asia, down 10%

By Kurt Schussler and Youkyung Lee
October 16, 2024 at 10:52 AM GMT+8
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Investors in chip stocks are facing a fresh gut check after a tepid outlook from key equipment supplier ASML Holding NV sparked a global rout in the sector.

Combined market value losses for an index of US-traded chipmakers plus the largest Asian stocks reached more than $420 billion.
https://www.bloomberg.com/tips/

 

[k1976]

Unholy Alliance :

AMD, Intel team up as semiconductor stocks slump on ASML outlook​

U.S. companies aim to promote widely used chip design x86 in the AI age

Intel CEO Pat Gelsinger discussed the partnership with AMD at Lenovo Tech World 2024 in Bellevue, Washington, on Oct. 15. (Photo by Yifan Yu)