tag: trade war

Week In Review: Manufacturing, Test
By Karen Heyman - 11 Aug, 2023 - Comments: 0

TSMC, Bosch, Infineon, and NXP will jointly invest in the European Semiconductor Manufacturing Co. (ESMC), in Dresden, Germany, to provide advanced semiconductor manufacturing services. ESMC marks a significant step toward construction of a 300mm fab, which is expected to have a monthly production capacity of 40,000 300mm (12-inch) wafers on TSMC’s 28/22nm planar CMOS and 16/12nm finFET proce... » read more

Week In Review: Semiconductor Manufacturing, Test
By Gregory Haley - 16 Jun, 2023 - Comments: 0

Applied Materials sued its Chinese-owned rival, Mattson, over an alleged 14-month effort to steal valuable trade secrets, reports Bloomberg. In court filing, Applied Materials claimed that Mattson engaged in a spree of employee-poaching and covertly transferring semiconductor equipment designs. Global semiconductor materials revenue grew 8.9% to $72.7 billion in 2022, surpassing the previous... » read more

The Next Chip Shortages?
By Ed Sperling - 15 Jun, 2023 - Comments: 0

The rollout of chiplets and heterogeneous designs could have unexpected implications on a global scale, creating a whole new round of chip shortages that will be much harder to fix. It's impossible to say for certain what will happen here in the wake of massive changes in chip design and a fluid and unpredictable geopolitical situation. The trade war between the United States and China began... » read more

Regaining The Edge In U.S. Chip Manufacturing
By Mark LaPedus & Ann Steffora Mutschler - 26 Oct, 2020 - Comments: 16

The United States is developing new strategies to prevent it from falling further behind Korea, Taiwan, and perhaps even China in semiconductor manufacturing, as trade tensions and national security concerns continue to grow. For years, the U.S. has been a leader in the development of new chip products like GPUs and microprocessors. But from a chip manufacturing standpoint, the U.S. is losin... » read more

The Next Wave Of Consolidation
By Ed Sperling - 28 Sep, 2020 - Comments: 0

End markets and technologies are changing, stock prices are up, and interest rates are down. Those are the necessary ingredients for acquisition binging. So why isn't much happening? The answer is that more industry consolidation is ahead, but it's all happening more slowly than the economics would suggest. Some of the reasons are obvious, others less so. The big delay is the COVID-19 pa... » read more

Week in Review: IoT, Security, Autos
By Jeff Dorsch - 09 Aug, 2019 - Comments: 0

Products/Services Synopsys agreed to acquire QTronic, a German company specializing in simulation, test tools, and services for automotive software and systems development. The transaction is expected to close in the fourth quarter of the company’s 2019 fiscal year. “The terms of the deal, which is not material to Synopsys financials, are not being disclosed,” Synopsys said in a statemen... » read more

Week In Review: Manufacturing, Test
By Mark LaPedus - 02 Aug, 2019 - Comments: 0

Trade wars Talks between the United States and China continue to stall and the two nations are still embroiled in a trade war. So this week, U.S. President Donald Trump would like to impose a 10% tariff on the remaining $300 billion list of China-based imports starting Sept. 1, according to a report from Reuters. This in turn will impact the electronics and IC industries. In response to the... » read more

Week In Review: Manufacturing, Test
By Ed Sperling - 26 Jul, 2019 - Comments: 0

Deals Apple will pay $1 billion to buy Intel's smartphone modem unit. Under the terms of the agreement, Apple will hire 2,200 Intel employees and acquire Intel's IP and equipment. The deal, expected to close in Q4, puts an end to Intel's attempts to win a piece of the smartphone market. But the chipmaker retains the right to develop modems for non-smartphone applications, including PCs, IoT de... » read more

China Accelerates Its Timetable
By Ed Sperling - 25 Jul, 2019 - Comments: 0

China has been doing more than just creating a separate supply chain. It has begun an entirely separate stock market with backing from the government. Known as the Star Market, this offshoot of the Shanghai Stock Exchange includes some big-name companies such as Alibaba, Xiaomi and Tencent. But what's particularly noteworthy is that the government is supporting top startups like governments ... » read more

The Danger Of Twin Supply Chains
By Ed Sperling - 18 Jul, 2019 - Comments: 0

No matter how the ongoing dispute between the United States and China turns out, damage already has been done. It's not the kind of damage that is immediately visible to the outside world. It's more of the long-term, policy-shift kind of problem, which over time will likely prove much worse. Many executives have termed recent sanctions on Huawei and other Chinese companies "China's Sputnik m... » read more

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