Entries for November 2022
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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Korea highly dependent on foreign chip equipment: KITA
posted on November 17, 2022 13:05
Korea's dependence on semiconductor equipment from the U.S., Japan and the Netherlands has reached 77.5 percent, sparking worries that the high level of dependence could be geopolitically and diplomatically risky in the future. Some experts are advising Korea to join the Chip 4 Alliance to ensure a stable supply of semiconductor equipment, according to a Korea International Trade Association (KITA) report, Thursday.
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China’s chip imports see biggest drop in 2022 with accelerated decline in October amid US restrictions and weak demand
posted on November 17, 2022 13:04
China’s chip imports shrank by more than 13 per cent this year through October, according to Chinese customs data, as an escalating tech war with the US and economic slowdown weighed on the world’s biggest semiconductor market.
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US chip ban all about preserving unipolar power
posted on November 17, 2022 13:03
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.
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The Semiconductor Market Roller Coaster Ride is Back
posted on November 17, 2022 13:02
Pat Gelsinger attended the WSJ Tech event in late October and as always had some interesting things to say about the state of the semiconductor industry. In the interview with the WSJ, Gelsinger laid out his view of the current industry environment and the long-term benefits of the CHIPS Act.
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Samsung Electronics begins mass production of 8th-Gen Vertical NAND
posted on November 17, 2022 13:01
Samsung Electronics announced on Nov 7 at Flash Memory Summit 2022 and Samsung Memory Tech Day 2022 that it has begun mass producing a 1-terabit (Tb) triple-level cell (TLC) eighth-generation Vertical NAND (V-NAND) with the industry's highest bit density.
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