IC Sales & Spending to Drop in 2023
posted on December 01, 2022 08:05
Adverse conditions that stunted semiconductor sales in the second half of 2022 are expected to persist through the first half of next year, IC Insights reports
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Tech war: US, Taiwan, Japan gallop ahead in advanced semiconductors while China remains stuck at mature-node chips
posted on December 01, 2022 08:04
The chip technology gap between China and the West is likely to further widen as the US, Taiwan and Japan forge ahead with leading-edge projects while mainland Chinese foundries remain stuck at mature nodes due to US export controls, according to analysts.
https://www.scmp.com/tech/tech-war/article/3200586/tech-war-us-taiwan-japan-gallop-ahead-advanced-semiconductors-while-china-remains-stuck-mature-node
BEIJING – While the Biden administration’s new chip ban will certainly have a serious impact on China’s semiconductor industry, the extent to which it will do so remains to be seen.
https://asiatimes.com/2022/11/us-chip-ban-all-about-preserving-unipolar-power/
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How AMD became a chip giant and leapfrogged Intel after years of playing catch-up
posted on December 01, 2022 08:03
Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s ascent results from the company branching out into entirely new sectors.
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THE TRANSISTOR OF 2047: EXPERT PREDICTIONS
posted on December 01, 2022 08:02
THE 100TH ANNIVERSARY of the invention of the transistor will happen in 2047. What will transistors be like then? Will they even be the critical computing element they are today? IEEE Spectrum asked experts from around the world for their predictions.
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TSMC confirms plans to make top-end chips in US
posted on December 01, 2022 08:01
The company’s Arizona plant is to produce 5-nanometer chips in the initial stage and would later manufacture 3-nanometer chips, Morris Chang said
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TSMC Expansion in Arizona to Target 3-nm Node
posted on November 23, 2022 11:05
Taiwan Semiconductor Manufacturing Co. (TSMC) announced this week that it’s building the factory shell for a possible second fab at its Arizona site. The world’s top chipmaker has already committed to a $12 billion investment for its 5-nm fab in Arizona.
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Japan’s grand plan to home grow 2nm chips
posted on November 23, 2022 11:04
Japan’s Ministry of Economy, Trade and Industry (METI) has announced plans to establish a design and manufacturing base for next-generation semiconductors in order to ensure the competitiveness of Japanese industry and reduce the risk of dependence on Taiwan.
https://asiatimes.com/2022/11/japans-grand-plan-to-home-grow-2nm-chips/
BEIJING – While the Biden administration’s new chip ban will certainly have a serious impact on China’s semiconductor industry, the extent to which it will do so remains to be seen.
https://asiatimes.com/2022/11/us-chip-ban-all-about-preserving-unipolar-power/
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SMIC increases capex to secure equipment, talent not affected by US restrictions
posted on November 23, 2022 11:03
China's largest chip foundry, Semiconductor Manufacturing International Corp (SMIC) expressed pessimism about the possibility of a business turnaround in the near term during its third-quarter 2022 earnings conference call, but emphasized that it remains optimistic over the medium- to long-term development.
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ASML announces plans for New Taipei City plant
posted on November 23, 2022 11:02
Netherlands-based ASML Holding NV, a leading global supplier of chipmaking machinery, on Wednesday announced plans for a factory in New Taipei City to support international customers and the development of the semiconductor industry.
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Why Intel may be the first Casualty if Bejing Retaliates Over Bidens Export Controls
posted on November 23, 2022 11:01
After the Biden administration upped the ante in the tech war by restricting China’s access to advanced US semiconductor technology, the $64,000 question was “How might Beijing respond?”
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