Ten years ago AMD introduced the concept of smaller, interconnected chips that together work like one digital brain. Sometimes called “chiplets,” they’re generally less expensive than building one large chip, and when grouped together into bundles have often outperformed single wafters. In addition to AMD, companies including Apple, Amazon, Intel, IBM and Tesla have embraced the chiplet formula, which leverages advanced packaging technology, an integral part of building advanced semiconductors. Now experts are predicting packaging is going to be even more of a focus in coming years, as the global chip wars heat up. Continue reading Advanced Packaging for ‘Chiplets’ a Focus of CHIPS Funding

The U.S. plan to expand its national chip industry includes adding a minimum of two manufacturing clusters for advanced semiconductors by 2030. Commerce Secretary Gina Raimondo explained Thursday that the goal is to create chip ecosystems that group together fabrication plants, assembly plants, research-and-development labs and the suppliers to support each phase of operation. The vision is to make the U.S. “the only country in the world where every company capable of producing leading edge chips will have a significant R&D and high-volume manufacturing presence,” Raimondo said. Continue reading U.S. Plans to Create Manufacturing Clusters with CHIPS Act

TSMC has revised plans for its Arizona chip plant, reportedly the result of pressure from customers including Apple, Nvidia and AMD, who urged the Taiwanese company to reconsider its plan to output 5-nanometer processors that will be old news by the time the $12 billion plant opens in 2024. TSMC is expected to announce during a scheduled Tuesday visit by President Biden and Commerce Secretary Gina Raimondo that it will output advanced 4-nanometer chips when production commences and will add a second nearby plant to manufacture even more sophisticated 3-nanometer chips. Continue reading TSMC’s Advanced Chipmaking Plans Leak Before Biden Visit

Taiwanese semiconductor giant GlobalWafers wants to invest $5 billion to construct a state-of-the-art 300-millimeter silicon wafer factory in Sherman, Texas, but only if Congress can fund the CHIPS for America Act, which passed in January 2021 and has been promised $52 billion but sits with an empty purse. The new GlobalWafers factory would be the first of its kind in the U.S. in 20 years and is expected to create 1,500 jobs. GlobalWafers president Mark England says if government incentives are not unleashed soon the company will “pivot to South Korea.” Continue reading GlobalWafers Ties Proposal for Texas Foundry to CHIPS Act

Samsung says over the next five years it will invest $356 billion in chip production, biopharmaceuticals and other next-gen tech, creating tens of thousands of new jobs. While Samsung says most of the funds — $285 billion — will be spent in South Korea, the Seoul-based electronics giant also has operations in the U.S., Canada, the UK and Philippines. That new plan marks a 30 percent increase in Samsung’s spending over the previous five-year period and is a considerable expansion over earlier budgeting. Memory chip manufacturing and 6G wireless are among the areas to benefit from the new investment. Continue reading Samsung Announces Plans for $356 Billion Investment in Tech

President Biden kicked-off his three-day visit to South Korea with a trip to a Samsung Electronics semiconductor plant, emphasizing an interest in strengthening supply chains and boosting competition with China in the technology sector. Biden remarked that the U.S. wants to shore-up business ties with allies including South Korea to offset the influence of  “countries that don’t share our values.” Located in Pyeongtaek, the plant churns out some of Samsung’s most advanced memory chips and is the largest semiconductor manufacturing facility in the world. South Korean President Yoon Suk-yeol was present, marking the pair’s first in-person visit. Continue reading Biden Visits a Samsung Semiconductor Plant in South Korea

The U.S. and European Union are seeking to establish joint policies that advance cooperation and democratic approaches to trade, technology, and security on both sides of the Atlantic. The second meeting of the U.S.-EU Trade and Technology Council (TTC) — May 15-16 in Saclay, near Paris — emphasized how Washington, Brussels and other free-market democracies should develop a joint response to the challenges presented by dictatorships and their controlled economies. In addition to semiconductor supply chain issues, topics including China’s digital clout, export controls for technology IP and human rights were discussed. Continue reading The U.S. and European Union Strategize Global Tech Policies

Intel unveiled plans to invest an initial $19 billion to construct new leading-edge semiconductor fab mega-sites in Magdeburg, Germany; an R&D and design hub in France; and R&D, manufacturing and foundry facilities in Ireland, Italy, Poland and Spain. The plan could see as much as $88 billion invested “along the entire semiconductor value chain” in the EU over the decade, according to the Santa Clara-based chipmaker, which says it wants to introduce a next-generation chip ecosystem while offsetting reliance on Asia for a more “resilient supply chain.” Continue reading Intel Powers Up EU Chip Plans with $19 Billion German Plant

The European Commission is ramping up to boost microchip production, unveiling the European Chips Act, which proposes to unleash roughly $49 billion in public and private funds for chipmaking. The plan, announced this week, is part of the EU’s effort to regain a degree of commercial independence, and underscores the importance of computer chips to national security, something the Biden administration has also emphasized. The EC proposal reserves for the Commission the right to prioritize specific products under certain circumstances, something the chip foundries of various nations have also been doing. Continue reading European Chips Act Aims to Boost Production, EU Tech Role

U.S. demand for semiconductors was as much as 17 percent higher in 2021 than it was in 2019, yet there hasn’t been a commensurate increase in the available supply, with median inventory falling to less than five days in 2021, from 40 days in 2019, according to a Commerce Department report. “If a COVID outbreak, a natural disaster, or political instability disrupts a foreign semiconductor facility for even just a few weeks, it has the potential to shut down a manufacturing facility in the U.S.” that makes anything from medical devices to automobiles to computers, the report concludes. Continue reading Commerce Secretary Sounds Alarm on Global Chip Shortage

The European Union and United States agreed yesterday on strengthening cooperation regarding several major global concerns, including a “rebalancing” of supply chains for semiconductors, new approaches to regulating international tech companies, and practical models for contending with “non-market, trade-distortive policies and practices” (although China was not singled out in the group’s statement). During their first meeting in Pittsburgh yesterday, officials from the newly formed U.S.-EU Trade and Technology Council (TTC) promised to work together on the development of artificial intelligence and screening interests in sensitive dual-use technologies. Continue reading U.S. and EU Conduct Their First Trade Tech Council Meeting

President Biden revoked former President Trump’s executive order banning social-networking services TikTok and WeChat — developed by Chinese companies ByteDance and Tencent Holdings, respectively — but didn’t let Chinese companies off the hook. Instead, he replaced the previous order with another that establishes a broader review of the potential security risks found in numerous foreign-controlled apps. Biden officials said the new order would create “clear intelligible criteria” to evaluate those risks. Trump’s executive order was immediately challenged in court, and Biden’s move, said analysts, is intended to withstand such a test. Continue reading Biden Introduces Broader Review of Foreign-Controlled Apps

Huawei Technologies, the Chinese telecommunications company, filed a lawsuit in the U.S. Court of Appeals for the Fifth Circuit asking for a review of last year’s FCC ruling that found it a national security risk. As a result of the FCC’s ruling, U.S. telecommunications operators were blocked from buying Huawei’s 5G equipment. Huawei has previously challenged numerous actions taken against it in recent years. The Trump administration blocked Huawei from accessing U.S. technology and encouraged allies to do the same. Continue reading Huawei Appeals FCC Edict Naming It a National Security Risk

Rhode Island governor Gina Raimondo, President Biden’s nominee to head the Commerce Department, described some of her positions during a Senate confirmation hearing. She revealed that she will take a “very aggressive” stance against China’s “unfair” trade practices stressing the need to develop a “whole-of-government response” in concert with U.S. allies. Raimondo also called for a national 5G spectrum policy and stated she will pursue changes to Section 230 of the Communications Decency Act. Continue reading Commerce Chief Nominee Scrutinizes China, 5G and Internet