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The CHIPS Act's goal is for the U.S. to reach 20% of global chip manufacturing by 2030, up from 13%, but that may prove to be a tough target to meet. Semiconductor plants are big, complex projects that take time to fine-tune equipment and processes to meet quality standards and sufficient product yields. The required workforce skills are in short supply. Pressures at certain chipmakers, especially Intel, could threaten some projects. And in the meantime, demand is shifting to new types of chips that could use more R&D focus. #Semiconductor #CHiPS #ChipsAct

Driven by the U.S. push for semiconductor self-sufficiency under the CHIPS Act, TSMC will begin mass production at its Arizona fab in 2025, supported by $6.6 billion in funding. Early results show yields 4% higher than in Taiwan, signaling strong efficiency. This initiative diversifies chip production, reduces reliance on Taiwan, and addresses geopolitical risks. Workforce and cultural challenges have emerged but are being actively managed. While Samsung and Intel are also expanding in the U.S., TSMC’s success is central to advancing the nation’s semiconductor ambitions.

TSMC founder says firm to see 'most severe' challenges from US restrictions: report (TSM, NVDA, AAPL) Taiwan Semiconductor Manufacturing (TSMC) founder Morris Chang said the company faces its "most severe" growth challenges as the U.S. restricts advanced chip exports to China. "TSMC is now truly a turf all major powers want to secure," Chang said, noting that "free trade of semiconductors, particularly the most advanced semiconductors, has died." “In such an environment, our challenge lies in how to continue to drive growth”, he added. TSMC, which supplies top AI chips globally and is a major supplier to Apple and Nvidia, is limited from selling its most advanced AI chips to Chinese customers as part of U.S. efforts to curb China’s technology access. China accounts for 10% of TSMC's revenue. #TSMC #TSM #TSMStock #TaiwanSemiconductor #TaiwanSemiconductorStock $TSM

How Intel is planning to use federal funding to rebuild talent pipelines for semiconductor manufacturing - https://lnkd.in/d_upirvm Intel Corporation CPO Christy Pambianchi says the company is exploring “all the ways that we can expand the qualified workforce and the talent available to come into these jobs.” The federal government is pouring billions of dollars into efforts to strengthen the US’s domestic capacity to produce #semiconductor #chips. The US aims to produce 20% of the world’s most advanced chips by 2030 as part of the CHIPS and Science Act, and the government is tapping companies like Intel to help it achieve this goal.

Intel Corporation has secured $7.86 billion in funding from the U.S. Department of Commerce to boost semiconductor manufacturing under the CHIPS and Science Act. This investment will not only enhance production capabilities across several states but is also expected to create over 10,000 jobs. Executive Biz has the details: https://carah.io/e3526

Intel Corporation Receives $7.86B to Expand U.S. 🇺🇸 Chip Production Key Points 👇 ❶ Intel has received $7.86 billion to boost semiconductor production in the U.S. under the CHIPS Act. ❷ The funding will back a $100 billion investment plan across four states to expand manufacturing and packaging facilities. ❸ Intel is dedicated to workforce development and strengthening the U.S. supply chain, supporting long-term growth and resilience. #microchips #chips #intel #intelcorporation https://lnkd.in/et7UJw9K

GLOBAL SEMICONDUCTOR FAB CAPACITY TO EXPAND 6% IN 2024 The semiconductor industry is set for a significant capacity boost, with global fab capacity projected to grow by 6% in 2024 and an additional 7% in 2025, reaching a record 33.7 million wafers per month (wpm). Leading-edge capacity for 5nm nodes and below is expected to surge by 13%, driven by generative AI applications. In 2025, the introduction of 2nm Gate-All-Around chips by Intel Corporation, Samsung Electronics, and TSMC will propel a 17% growth in leading-edge capacity. China's semiconductor manufacturing capacity is forecast to increase by 14% in 2025, hitting 10.1 million wpm. Other regions like Taiwan, South Korea, and the Americas will see more modest growth rates of 4%, 7%, and 5%, respectively. In the foundry segment, capacity is set to rise by 11% in 2024 and 10% in 2025, largely due to Intel's new foundry business and China's expansion. The memory sector, particularly DRAM, will see a 9% increase in capacity in both years, driven by the demand for AI processors. Thanks again to Evertiq - Global for the full article with more background and insights click the source link in the comments below 💡 🙏👇 Visit International Semiconductor Executive Summits #SemiconductorIndustry #FabCapacity #AI #ChipManufacturing #TechNews

Is Arizona the next Taiwan for the world in semiconductor manufacturing? Well, TSMC - the world's biggest semiconductor manufacturing company, is investing over $65B to build 3 fabs (semiconductor fabrication facilities) in Phoenix. In the current scenario, Taiwan leads with ~60% global semiconductor market share, followed by S Korea (~15%) and the States (~7%). A sneak peek into Why Arizona: 📌 The US government has pledged ~$12B in grants and loans to support in-house chip production. 📌 Minimize supply chain disruptions to serve US customers - Apple is the largest TSMC chip consumer, followed by NVIDIA. 📌 US-Taiwan border strategy and current geopolitical situations. The 1st fab will begin 4nm technology production in the first half of 2025. The 2nd fab will produce 3nm and 2nm chips, with 2028 start, and the 3rd fab will use 2nm or more advanced processes, with production beginning by the end of the decade. Do you think the US will be a chip manufacturing giant in the next 2-3 decades? #CasesWithAdi #semiconductor #chipset #operations #strategy #tsmc

BIIC Weekly Key EMS News Sharing / 24th June 1. Following Hua Hong Semiconductor, TSMC is also about to raise prices. The semiconductor industry has recently been frequently reported to have news of price increases. The industry generally believes that with the continuous improvement of the utilization rate of the wafer foundry link and the full production of some foundries, there will be elasticity in price increases in the future. 2. China is vying to be the "dominant force" in the chip market, with a 13% increase in wafer production capacity in 2024. 3. Chip giant Intel is facing a class action lawsuit: suspected of concealing huge losses in its foundry business. June 17th According to foreign media reports, chip giant Intel is currently facing a class action lawsuit. The plaintiff accused Intel of not correctly disclosing the huge losses of its wafer foundry department in its 2023 performance report. 4. China's new energy vehicle market in the first five months: on the one hand, production and sales are booming, and on the other hand, cost reduction and layoffs. 5. June 20th According to Japanese media reports, Micron will expand HBM production capacity in the United States and will consider producing HBM in Malaysia... 6. Xiaomi reported an anti-corruption case: the amount is huge, and 2 people were dismissed! The notice shows that Owen, the former general manager of the Western European region of the International Business Department, fabricated outsourcing business, involving a huge amount of money, and was dismissed. The company initiated criminal and civil rights protection against him. 7. Nvidia, the world's highest market value. June 19th news On Tuesday, June 17th, Eastern Time, during the U.S. stock market, Nvidia's stock price rose by more than 4% at its highest, surpassing Microsoft, which previously occupied the top of the market value list. In the end, Nvidia closed up 3.51%, with a market value of approximately US$3.34 trillion, Microsoft's market value of US$3.32 trillion, and Apple's market value of US$3.28 trillion. 8. How do OEMs manage semiconductor obsolescence? When the speed of semiconductor replacement differs significantly from the long-term durability requirements of terminal products, electronic product original equipment manufacturers (OEMs) must work closely with their suppliers to jointly plan and ensure the continuous supply of key semiconductor components to meet market demand and the long-term stable operation of products. #IC #semiconductor #biicelectronics #ems

Today, the semiconductor supply chain is concentrated in Asia. 100% of the global leading-edge chip capacity (5nm and below) is only available in Taiwan and Korea. This will change dramatically over the next decade as leading-edge manufacturing is reestablished in the western hemisphere and Japan as leading suppliers like TSMC Intel Corporation Samsung Electronics Micron Technology SK hynix and Rapidus Corporation invest and scale in each region respectively. For the semiconductor supply chain, the shift in manufacturing location will be significant. Fabless companies, systems vendors, and service providers designing their own chips will need to extend their sourcing and R&D from Asia to the United States, EU, and Japan to better serve customers, maintain business continuity, abide by U.S. export controls, and support environmental sustainability. The mature process technology is often overlooked but remains a critical technology segment for the production of automotive ICs, sensors, LCD controllers, analog, power, and BCD. Over the next couple of years, OEM vendors and chip suppliers will need to establish and maintain their continuity plans with mature foundry suppliers to avoid a potential and similar disruption experienced during the COVID pandemic. The next supply shock will likely be a geopolitical one, as product manufacturing migrates to other regions to adhere to customer requirements and government regulation. The current oversupply in the mature sector will need to be evaluated as capacity additions and customers evolving sourcing plans. The two charts represent IDC's outlook on worldwide foundry capacity investment in 2024 and 2028. For more insights, please connect with our team and check out our research: Worldwide Semiconductor Technology Supply Chain Intelligence: IDMs, Fabless, Foundry, OSAT and Materials. Helen Chiang Galen Zeng Rudy Torrijos Applied Materials ASML Advantest KLA Merck Group EMD Electronics Amkor Technology, Inc. ASE Global United Microelectronics Corporation (UMC) SMIC GlobalFoundries Vanguard International Semiconductor Company POWERCHIP TECHNOLOGY CORPORATION #ai #semiconductors U.S. Department of Commerce European Commission SEMI NVIDIA AMD Apple Broadcom SIMCO Electronics Murata Bosch Sensortec GmbH NXP Semiconductors Infineon Technologies Wolfspeed STMicroelectronics Google Microsoft #USchipact #supplychain #technology #exportcontrol