Stewie (@Stewrandall) profile picture

Stewie

@Stewrandall

China tech business development, focusing on chips, silicon IP, and EDA. Technode contributor - https://nitter.cf/t.co/HGPWrO69SE

 United Kingdom
Joined February 2019
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A lot of people at SiCarrier this morning..
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Image from Stewie (@Stewrandall)
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Image from Stewie (@Stewrandall)
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TSMC and Samsung both pitching their latest nodes at ICCAD. Expo feels smaller this year but still lots of foreign companies are exhibiting and presenting.
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Image from Stewie (@Stewrandall)
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Great first day at Computex and Innovex. Very tiring. Only three days to go!
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Image from Stewie (@Stewrandall)
Image from Stewie (@Stewrandall)
Image from Stewie (@Stewrandall)
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I will be in Taipei all next week for Computex and Innovex. DM me if you are interested in meeting up!
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Semicon China is packed. Lots of Japanese, Korean and European companies present.
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Image from Stewie (@Stewrandall)
Image from Stewie (@Stewrandall)
Image from Stewie (@Stewrandall)
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So for the last six months or so I have received a bag of dirt in the post almost every week. Each time sent from a different address, name, and mobile number. Someone meeting sales KPIs? Any ideas?
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Tell a lie. One time it was a single portion packet of milk powder.
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Not sure if dystopian or progress but I just went into a completely empty coffee shop in Shanghai. Asked for an Americano and was told I needed to wait an hour because of the backlog of delivery/pickup orders. They wouldn't even make one for me quickly as computer says no.
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Having worked with Nowi in China I can say it is good technology but in no way is dual use so this makes sense. Its energy harvesting chip is mainly to help low power devices like remote controls or sensors never need to changebatteries during life time. bloomberg.com/news/articles/…
Netherlands Backs Chinese-Owned Nexperia’s Takeover of Chip Firm

Netherlands Backs Chinese-Owned Nexperia’s Takeover of Chip Firm

Chinese-owned Nexperia BV’s acquisition of chip firm Nowi Energy BV won approval from the Dutch government, which has been probing it on national security grounds.

bloomberg.com
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While I am sure sanctions don't help it is worth mentioning other factors. 1. $2.7m revenue globally 2. Operating costs of $206.8m meant a loss of $204.6m in 2022 3. Total cash of $157m at end of 2022 bloomberg.com/news/articles/…

Nvidia Rival Graphcore Pulls Out of China, Citing US Export Rules

British chip designer Graphcore Ltd. is laying off most of its staff and discontinuing sales in China, marking another setback for a startup once heralded as a potential rival to Nvidia Corp.

bloomberg.com
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4. It closed its Noreay, South Korea and Japan office last year 5. It reduced head count in the UK and US last year 6. i think it has between 50 and 100 employees in China, too much imo
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It feels like its struggling for sales in general while having huge overheads. It has been trying to reduce costs and the China team seems like the latest to go.
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Probably the most well attended ICCAD I have ever been to. Huge show this year.
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Image from Stewie (@Stewrandall)
Image from Stewie (@Stewrandall)
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Not a lot of new design companies but now 3541 of them in China. Taiwan has something like 260 for comparison.
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Allen Wu looking at moving into the RISC-V space. Either partnering with Tenstorrent?? Excuse me!? Or establishing his own company doing RISC-V IP. mp.weixin.qq.com/s?__biz=MzA…
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Should have got a business card..
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Great to finally meet @FlorianWoh in person!
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Great fun helping out at the UK pavilion at Semicon Taiwan today. Lots of great conversations!
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Wonder who is using them in Taiwan.
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This was based on lots of 1150pm scrambles.
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