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...The country’s biggest chipmaker SMIC has put together new semiconductor production lines in Shanghai, according to two people familiar with the move, to mass produce the chips designed by technology giant...
...The South Korean semiconductor companies typically bundle used equipment into packages before selling them to dealers who put them up for sale at auctions....
Cash-rich Japanese companies are looking overseas for acquisitions as domestic market shrinks
...says Peter Hanbury, a semiconductor expert at consulting firm Bain....
...The European chemicals executive said the loss of advanced supply capabilities applied to almost all materials and chemicals in the semiconductor value chain for Europe....
...Taiwan Semiconductor Manufacturing Company plans to charge customers more for making their chips outside of Taiwan, as global capacity expansion, power costs and increasingly complex cutting-edge technologies...
...Geopolitics aside, there is another strong argument for ending Asia’s dominance in semiconductor manufacturing: the risk of earthquakes....
...Still, the high levels of precision required to make semiconductors means earthquakes remain a serious challenge to the industry....
...Silicon Box was started in 2021 by the husband-and-wife duo that founded US-listed chipmaker Marvell, and the current chief executive Han Byung Joon....
...Samsung Electronics will produce the latest generation of semiconductors in the US two years ahead of its rival Taiwan Semiconductor Manufacturing Company, in a further boost to President Joe Biden’s efforts...
...The world’s biggest chipmaker, Taiwan Semiconductor Manufacturing Co, has agreed to make its most advanced products in Arizona from 2028, in a boost to White House efforts to bring semiconductor production...
...A senior US administration official said Amkor, a US-based semiconductor assembly and test provider, could help fill the gap: its US site comes online a year after TSMC’s....
...The company’s own growth outlook is more than double its forecast for the overall semiconductor market, which Wei said was likely to see an increase of more than 10 per cent....
...Between them, Intel and TSMC have already taken nearly 40 per cent of the total $39bn that is available from Washington to support onshoring vital semiconductor production. Time to strike?...
Yesterday / Here Comes The Son / Help!
...Today, terms such as “2 nanometre” and “3 nanometre” are widely used as shorthand for each new generation of chip, rather than a semiconductor’s actual physical dimensions....
SoftBank-backed group targets automotive sector as it diversifies from declining smartphone market
...Among AI stocks, however, Arm is “on the list, but near the bottom”, with Nvidia, AMD and Taiwan Semiconductor near the top (Deepwater does not have a position in Arm)....
World’s biggest chipmaker will build cutting-edge facilities in Arizona
...Leading US chip developers Nvidia and Marvell are also expanding their engineering teams in the country....
...design centres by California-based groups Synopsys and Marvell in Ho Chi Minh City....
World’s biggest maker of memory chips beats expectations with strong first-quarter guidance
...“We need to find a way to create spillover effects from the semiconductor industry into a broader range of sectors....
...Intel, AMD and Texas Instruments all offered lukewarm outlooks due to concerns about broader sluggishness in the semiconductor sector....
High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
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