Technology Export Controls, Fab utilization and chip inventory
G. Dan Hutcheson
The Chip Insider®
Multilateral Technology Export Controls: Do they work? The historical throughline to today’s rising export controls – with the United States trying to get agreement with Japan and the Netherlands to restrict tool shipments to China – date back to the end of World War II, when the hot war ended and a cold war started as the west’s former ally, led by Stalin … Far more important than trade, Technology Export Controls entered the picture early on due to IP theft by communist spies… Technology Export Controls were the seeds of America’s loss of these market strengths. And the history certainly lends reason for caution when it comes to the implementation of Technology Export Controls.
Semiconductor Manufacturing Utilization declines... This means IC inventory should burn off fast as 2023 progresses because the fab Godzilla is not being fed with wafers.
Semiconductor Inventory hits record levels … They grew… as the industry struggled to hit the brakes after…
Broad Money records negative growth … Negative growth in the M4 money supply signals that the U.S. Federal Reserve’s efforts to fight inflation with higher interest rates is impacting the most important inflation driver: broad money… For those advising investors, it’s important to keep exclaiming the cautionary advice that this is outside what happens in the global economy…
“History never repeats itself but it often rhymes.” —as Mark Twain is reputed to have said
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