Thursday, November 17, 2022

Mark Webb/MKW Ventures at IEDM Dec 3-8


 We will be at International Electron Device Meeting Dec 3-8. Please contact us to set up 1:1 meetings 






We will have updates on some diverse topics:

1) Future of emerging memories ... will anything emerge? how can we monitor this? (see FMS Presentation and we have updates since then)

2) Intel Plans for Foundry and whether Intel can compete on technology and cost. Intel wafer cost compared to other companies. Intel technology roadmap challenges

3) Intel Fab builds. Which fabs will get built and which ones will not get built (Hint, they are not all getting built)

4) The Chips Act: Where will the money go and who will benefit. 

5) TSMC: What will happen in Taiwan (Geopolitical scenarios) and what will happen in US.

6) Shortages, Surpluses, Lowering wafer starts, building new factories. What is really happening on wafer capacity and new fabs (Hint: Global economy is NOT the biggest issue)

7) Back to memories: Who is the real leader in DRAM and NAND memory.... Technology, cost, growth.

8) China Companies, Factories in China, Trade restriction realities. China needs to US. The US needs China.... what is going to happen here?



Mark Webb

www.mkwventures.com



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