Page 28 - january_123021.indd
P. 28

TAP TIMES       -28-                               JANUARY 2022



                 SEMICON West (from 27)

        daily newspaper.  For decades, SEMI has
        contracted with outside publishers to pro-
        duce one — except for this year and last.


        Consider the pressroom
        The pressroom over show history has of-
        fered a look if not into the health of the
        industry, at least into the interest of ex-
        hibitors in spreading the word about their
        new products.  This form of new product                 South  Hall  aisles, ordinarily bustling during opening day, were
                                                                mostly quiet. (TAP TIMES)
        announcement has been dwindling for the                 ation is likely to be next July. This event
        last several years.                                     may be another crapshoot for exhibitors
                                                                and SEMI.
        When the show split between McEnery in
        San Jose and Moscone, there were hun-                   More questions than answers
        dreds of press releases and press kits at               This brings to mind several questions:
        each venue.  This time, only a single new               Among them, will the exhibitors from
        product announcement could be found.                    SEMICON West 2021 be ready to open
                                                                their wallets to be at another show so
                                                                soon after December’s lackluster event?


                                                                Considering the shortage of chips, will the
                                                                big-iron tool makers even need to show
                                                                their wares.  It may be they have found
                                                                other, more cost-effective ways to sell to
                                                                their users.


                                                                Perhaps they may just want to camp out
                                                                on Intel’s or TSMC’s doorsteps.  According
        The light attendance was good news for registrants in Moscone’s   to IC Insights, TSMC alone is estimated to
        North Hall who were whisked rapidly throught the badging and
        vaccination card inspection. (TAP TIMES)                account for 57% of total CAPEX last year,
                                                                and Intel can’t be far behind.—R.I.

        We were surprised to see the bold, yel-
        low signs on the floor proclaiming that the                     Intel in talks with Italy
        2022                       next SEMICON West             ROME — Reuters reports that Intel is
                                   has been sched-               holding talks with Italian government
                                   uled for July 12-14,          leaders for an investment as large as
                                   2022, only slightly           $9 billion (€8 billion).
                                   more than seven
                                   months after the              Although that amount seems more
                                   conclusion of this            tuned to a wafer fab, Reuters said it
                                   event.                        would be for an advanced packaging
                                                                 plant.  Other European countries are
                                   In addition, we don’t         also being considered.
                                   know what the situ-
   23   24   25   26   27   28   29   30   31   32   33