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...In October 2019, Merck also completed a €5.8bn acquisition of US-based Versum Materials, which makes critical components used in semiconductors. Merck declined to comment....
...“It’s an exciting opportunity for the UK semiconductor industry to play a role in the diversification of the supply chain,” said David Moore, a former Intel and Micron executive who took the helm at Pragmatic...
...The Biden administration tightened export controls for cutting-edge AI chips in October, making it more difficult for chip companies such as Nvidia to sell high-performance semiconductors to China....
...Other nations have deployed more aggressive attempts to woo the global chip industry, particularly at a time when mounting geopolitical tensions have led nations to seek to secure access to crucial components...
...What are the implications for the industry? Advanced packaging requires greater co-operation between industry specialists....
...While a few deep-pocketed tech giants are ploughing vast sums into AI chips, semiconductor companies that make components for a wider range of customers in more traditional industries, including Texas Instruments...
...“Nvidia could get the Dram components out of there if they really want to bring the entire chain onshore,” said one industry expert who declined to be named....
...Nvidia’s “full-stack” approach begins with the fact that most of what it sells are not individual GPUs but complete systems built around its chips, which are designed to optimise the performance of its components...
...A Singapore-based semiconductor start-up is to plough €3.2bn into setting up a chipmaking plant in Italy, creating hundreds of jobs, as part of the EU country’s drive to attract investment in high-tech industries...
...materials industry”....
...HBM upends decades of chip industry convention by stacking multiple layers of chips on top of each other and uses cutting edge components, including a tiny circuit board thinner than a piece of paper, to...
...energy consumption was driving the push to upgrade existing components and technologies, such as cooling and power supplies....
...“If we don’t control our key component procurement properly, we might have to log loss of inventory valuation. So we have to be extremely careful,” Chen said....
...Taiwan’s TSMC is the world’s leading chip manufacturer and a critical component in the global supply chain....
...With each additional step, more chips would be thrown away, and equipment costs go up, says Brady Wang, a semiconductor analyst at Counterpoint. More components and materials are also consumed....
...Samsung has lagged peers in two of the hottest areas in the industry: chip contract manufacturing and AI chip-related technology....
...While the country has been successful in building a competitive industry for some key electronic components, including liquid crystal displays and batteries, they are now venturing into areas more heavily...
...But such tumult is costly in industries known for high capital intensity and production complexity....
...Malaysia’s semiconductor industry has capitalised on companies shifting supply chains to protect against geopolitical risk, a strategy known as “China plus one”....
...Then, in July, it restricted exports of two key metals essential to the semiconductor, telecommunications and electric vehicle industries....
...The semiconductor industry has begun the year with growing confidence that it left its latest cyclical downturn behind in 2023, as analysts hail a “turning point” for the $600bn market....
...“Korean and Japanese firms need certainty on which raw materials and components are compliant.”...
...More funding is expected for what the government calls production-linked incentives, subsidies in areas such as semiconductors and electric vehicles....
...Silicon photonics has become an intense area of investment for the semiconductor industry as a wide range of tech players eye its potential use in everything from data centres, supercomputers and networking...
...Towa is a key equipment supplier for producers of high-bandwidth memory (HBM) chips, a crucial component used along with chips like Nvidia’s H100 for enabling AI training....
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