Week In Review: Semiconductor Manufacturing, Test


The CHIPS Act sparked $200 billion in private investments for U.S. semiconductor production, including 40 new semiconductor ecosystem projects, according to SIA. China is working toward self-sufficiency, with plans to invest more than 1 trillion yuan ($143 billion) to support domestic semiconductor production, according to Reuters. Arm said that Britain and the U.S. would not approve license... » read more

Week In Review: Semiconductor Manufacturing, Test


With the European Council’s adoption of its negotiating mandate for the European Chips Act, member states and the Czech Presidency of the Council have reached a critical milestone in supporting Europe’s efforts to advance manufacturing and supply of critical components, while bolstering R&D capacities for development of next-generation semiconductor innovations, according to SEMI. Ch... » read more

Wall Street View Of EDA Industry


Jay Vleeschhouwer, managing director of Griffin Securities, has followed the electronic design automation (EDA) industry as a leading financial analyst for 25 years and is a popular speaker at the annual Design Automation Conference (DAC). I spoke with Vleeschhouwer after attending his presentation "The State of EDA: A View from Wall Street" at this year’s DAC. Bob Smith: According t... » read more

Which Foundry Is In The Lead? It Depends.


The multi-billion-dollar race for foundry leadership is becoming more convoluted and complex, making it difficult to determine which company is in the lead at any time because there are so many factors that need to be weighed. This largely is a reflection of changes in the customer base at the leading edge and the push toward domain-specific designs. In the past, companies like Apple, Google... » read more

Week In Review: Manufacturing, Test


On Sunday, a 6.8-magnitude earthquake struck the southeast region of Taiwan, causing devastation. TSMC officials reported “no known significant impact for now.” Market research firm TrendForce arrived at a similar conclusion based on its analysis of individual fabs. The Biden administration announced appointment of the leadership team charged with implementing the US CHIPS and Science Ac... » read more

Week In Review: Manufacturing, Test


Some funding details are now available for the CHIPS Act in the U.S. The Biden Administration plans to spend the money in the following ways: $28 billion to establish domestic production of leading-edge logic and memory chips through grants, subsidized loans or loan guarantees; $10 billion to increase production of current-generation semiconductors and chips, and $11 billion for rese... » read more

CHIPS Act: U.S. Releases New Implementation Strategy


The U.S. Department of Commerce today published "A Strategy For The CHIPS For America Fund," outlining its implementation approach to distributing $50 billion from the CHIPS Act of 2022. Find the full strategy paper here, and the executive summary here. Program Goals The program's four primary goals are: Establish and expand domestic production of leading edge semiconductors in ... » read more

Week In Review: Manufacturing, Test


Government funding President Biden signed the CHIPS and Science Act into law on Tuesday, saying “America is back and leading the way.” That same day Micron touted a $40 billion investment through to 2030, which it expects will create 40,000 American jobs. “This legislation will enable Micron to grow domestic production of memory from less than 2% to up to 10% of the global market in t... » read more

A Sputnik Moment For Chips


Chip shortages are the new Sputnik moment, and they have created a sense of national and regional panic not seen since the days of the Cold War. For both the United States and Europe, those shortages have sparked some of the largest technology investments by government in the past half-century that are not strictly for the military — and by far the biggest involving semiconductors. Whi... » read more

Week In Review: Manufacturing, Test


The U.S. Congress approved the CHIPS Act, a mammoth bipartisan achievement the New York Times called “the most significant government intervention in industrial policy in decades.” As passed, the full package — now called the Chips and Science Act — contains $52 billion in direct assistance for the semiconductor industry, along with $24 billion in tax incentives. In addition, the bill c... » read more

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