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| APR 25, 2022
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| MAR 21, 2022
New chips, same old supply chain: Light’s speed and efficiency make it a powerful foundation for semiconductor innovation, but swapping old chips for new ones won’t solve tech’s systemic challenges.
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| APR 14, 2022
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| MAR 28, 2022
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| FEB 8, 2022
House passes $52B chip R&D and acceleration bill: Tech companies are clamoring for the infusion of funds, which can increase the US’ 12% share of global semiconductor production capacity.
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| JAN 11, 2022
Semiconductor sales are expected to normalize after a record-setting 2021 predicated by various shortages and extended gaps between orders and deliveries.
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| JAN 30, 2022
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| JAN 28, 2022
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| JAN 19, 2022
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| JAN 6, 2022
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| OCT 28, 2021
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| OCT 27, 2021
The smartphone industry is feeling the squeeze of the semiconductor shortage.
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| SEP 27, 2021
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| SEP 20, 2021
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| AUG 25, 2021
Pentagon gives Intel a needed boost: Intel will lead a DOD program to bolster the US domestic semiconductor supply. The deal will benefit Intel and could have long-term strategic benefits for US manufacturing, but it will likely do little to alleviate the short-term chip crisis.
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| MAY 17, 2022
Global chip stocks have lost nearly a quarter of their value this year, per MarketWatch. ”From an investment perspective, semiconductor stocks are almost uninvestable today,” said Evercore ISI analyst C.J. Muse. Zhao said the demand slump is affecting China more than other markets.
Article
| MAR 15, 2022
The global chip and semiconductor crisis, which was expected to ease in 2022, will likely be exacerbated by the war. “Ukraine supplies more than half of the world’s neon gas, vital for semiconductor production,” Pham said. By the numbers: The Ukraine-Russia war and its impact on inflation.
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| MAY 24, 2022
Tan said in March that he doesn’t expect the semiconductor industry to stay on its current trajectory and expects the chip business to decelerate, per Bloomberg. With various countries backing aggressive chip fab expansion to bring manufacturing to their shores, reliance on monolithic chip companies is expected to fall off.
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| MAY 13, 2022
The news: Taiwan Semiconductor Manufacturing Company has reportedly warned clients for the second time in less than a year that it will raise prices as a result of looming inflation concerns, per iMore. More on this? TSMC, the world’s largest chipmaker by volume and revenue, is planning a 5% to 8% increase after hiking advanced chip prices by 10% and less advanced chip prices by 20% in August.
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| MAY 11, 2022
The company has invested in 15 semiconductor firms and has set up its own chip-making unit. However, it’s likely years away from yielding a competitive chip architecture. While currently limited to state and government offices, Beijing could eventually seek wider adoption of locally made hardware and software and even incentivize citizens to make the switch.
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| MAR 29, 2022
Semiconductor Manufacturing International Corporation (SMIC), China's leading chipmaker, is allowing workers to come to work, provided they have negative test results.
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| SEP 30, 2021
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| FEB 15, 2022
Factories use neon from Ukraine for laser gases in lithography, and companies use palladium from Russia for chip packaging and developing sensors and memory. 90% of US semiconductor-grade neon comes from Ukraine, while 35% of US palladium is sourced from Russia, per Techcet. The Semiconductor Industry Association (SIA) has asked members about their access to materials sourced from the region.
Article
| MAY 18, 2021
South Korea sees a semiconductor opportunity: South Korea’s recent $450 billion semiconductor spending plan—the latest global government-backed chipmaking move—may signal a move away from a chip industry once dominated by a small handful of countries
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| MAR 11, 2021