Semiconductor engineer with a Ph.D. in Materials Science, I leverage my technical and management expertise to drive innovation in semiconductor process analysis
Joined April 2011
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Check out the latest article in my newsletter: Semiconductor Recap #17 linkedin.com/pulse/semicondu… via @LinkedIn
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May 21
Samsung narrowly averted an 18-day chip strike, preventing billions in potential losses. What does this last minute wage deal mean for global #chipsupplychain stability? 📉
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May 21
The dispute focused on performance bonuses: workers compared payouts to #SKHynix, while Samsung faced profit sharing complexity across booming memory and weaker logic/foundry divisions. Daily losses estimated at ₩1 trillion were on the line. #SemiconductorIndustry
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May 21
This tentative deal, pending a worker vote, highlights critical labor relations and retention challenges in a high demand market. Ensuring fair compensation across diverse business units is key for uninterrupted #AIchip production. #TechStrategy
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May 20
Beyond 3nm: imec IC-Link joins the TSMC 3DFabric Alliance, signaling a pivotal shift in semiconductor innovation. 💡 #Semiconductor #AdvancedPackaging
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May 20
TSMC just approved $51.3B in new capital, signaling a major strategic shift. How will this impact advanced chip manufacturing & #AI growth? 📈 #TSMC #Semiconductors
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May 20
Driven by intense #AI and #HPC demand, this investment includes plans for 18 new fabs/packaging facilities. TSMC Arizona's total commitment now exceeds $165B, making it the largest greenfield FDI in US history. #SupplyChain #TechStrategy
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May 20
Thank you to Semiconductor Digest and Pete Singer. Read more: semiconductor-digest.com/tsm…
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May 20
Intel is reportedly compelling PC makers to adopt 18A CPUs. OEMs face a choice: redesign around newer, pricier silicon or risk losing supply. #Intel #Semiconductors 💡
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May 20
This 18A push, despite high costs and unproven market demand, appears strategic. Intel needs high volume production data to accelerate 18A yield improvement and drive down costs, targeting healthy margins by 2027. OEM redesigns take 3 months. #TechStrategy #RND
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May 20
Thank you to Tom's Hardware and Luke James for this insight. tomshardware.com/tech-indust…
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May 20
US-China relations: A sharp bipartisan shift in Washington signals intensified strategic rivalry and robust support for Taiwan. What's driving this convergence? #USChina #Geopolitics 📉
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May 20
Trump's China visit confirmed this shift, producing limited economic wins beyond a few commitments, underscoring new US strategic priorities over pure economic integration. #StrategicRivalry
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