4 ms·
System engineering. We sell subsystems and components to the equipment companies. Chips are sold globally for the most part, regardless of where they are made.
by 11thEarlOfMar 6y ago
System engineering. We sell subsystems and components to the equipment companies.
Chips are sold globally for the most part, regardless of where they are made. EU, US, Japan, Taiwan & Korea made chips are typically leading edge and sold globally. Some China-made chips are only used in China, but they have a large export market for low-cost chips.
- baybal2 6y ago> Chips are sold globally Well, they aren't. I see really a lot of people even inside the industry not noticing the elephant in the room. By some digits, China is 60%+ of the world semiconductor market, and much higher than even this digit if you remove secondary products from the calculation. > System engineering. We sell subsystems and components to the equipment companies. What kind of? Do you have a niche market, or you sell whatever toolmaker want to custom order?
- 11thEarlOfMar 6y agoFor example, nVidia's chips are made in Taiwan and Korea, and end up in devices sold globally. It's true that a large % of the assembly of circuit boards and electronic products are made in China. We make control system computers. It's very, very niche. Typically, what we sell to one equipment company, we can sell to others. It's very difficult for companies that are outside of the sub-supplier ecosystem to break in. The controllers are usually customized to some extent, then we sell a few hundred annually of that design. 'A few hundred a year' is a home run product.