A glimpse inside Intel
posted on March 26, 2023 10:05
Intel CEO Pat Gelsinger gave an optimistic account of U.S. semiconductor manufacturing on Friday, telling an MIT audience that the ongoing expansion of his firm’s production capacity would bolster the company over the long term while giving the U.S. more economic and industrial security.
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GLOBAL FAB EQUIPMENT SPENDING ON TRACK FOR 2024 RECOVERY AFTER 2023 SLOWDOWN
posted on March 26, 2023 10:04
Global fab equipment spending for front-end facilities is expected to decrease 22% year-over-year (YoY) to US$76 billion in 2023 from a record high of US$98 billion in 2022 before rising 21% YoY to US$92 billion in 2024 to reclaim lost ground, SEMI announced today in its latest quarterly World Fab Forecast report. The 2023 decline will stem from weakening chip demand and higher inventory of consumer and mobile devices.
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US to restrict TSMC, Samsung's investment in China; China reportedly to fend off by picking national chip champions
posted on March 26, 2023 10:03
The Biden administration announced guardrails for the CHIPS Act to boost domestic semiconductor manufacturing and restrict foreign entities of concern from acquiring advanced technologies. Meanwhile, Beijing is reportedly changing tack on its way to semiconductor self-sufficiency.
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Samsung, SK breathe tentative sigh of relief over US chip subsidy rules
posted on March 26, 2023 10:02
The United States has revealed the details of its “guardrail” proposal for global chipmakers who wish to receive its chips subsidy and have production facilities in China, "loosening" the restriction by allowing the limited expansion of production capacity in China.
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Let the Semiconductor Cost Overruns Begin
posted on March 26, 2023 10:01
It was a narrow bill justified by national-security concerns, we were told of the CHIPS Act. Government was going to do what the markets couldn’t, or wouldn’t, and bring semiconductor manufacturing back home.
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Korea to build $229 bil. mega chip cluster in Seoul metro area by 2042
posted on March 20, 2023 10:05
The government will seek 300 trillion won ($229 billion) in investments from the private sector to establish the world's largest high-tech semiconductor cluster in Gyeonggi Province surrounding Seoul by 2042, the trade and land ministries said Wednesday.
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Breaking China’s rare earths monopoly
posted on March 20, 2023 10:04
Rare earth elements are a class of 17 metals essential to the technology, transportation, energy, defense, and aerospace industries. These are used for high-powered magnets and precision parts in devices ranging from batteries, solar panels and wind turbines to smartphones, lasers and jet engines.
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China’s semiconductor output shrinks 17 per cent in first 2 months of 2023 amid economic headwinds, US sanctions
posted on March 20, 2023 10:03
China’s integrated circuit (IC) output dropped 17 per cent in the first two months of 2023, as the country’s semiconductor industry grappled with economic headwinds and escalating US trade sanctions.
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Re-Shoring And Rebuilding The IC Supply Chain
posted on March 20, 2023 10:02
Intel and TSMC make up two of the three leading edge logic companies. At IEDM held in December 2022, Intel presented a paper on 2D Materials and TSMC presented 6 papers. Clearly 2D materials are of great interest at least to two of the three leading edge logic companies. Before diving into the papers, some background context is needed.
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New Challenges Emerge With High-NA EUV
posted on March 20, 2023 10:01
High numerical aperture EUV exposure systems are coming — as soon as 2025 by some estimates. Though certainly a less profound change than the introduction of extreme ultraviolet lithography, high-NA lithography still brings a new set of challenges for photoresists and related materials.
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