Biden Plan Aims to Build U.S. Semiconductor Manufacturing

President Joe Biden stated that investing in the manufacturing of semiconductors is part of his administration’s effort to improve the nation’s infrastructure, in order to “build the infrastructure of today and not repair the one of yesterday … [as well as] protect our supply chain and revitalize American manufacturing.” A shortage of semiconductors has impacted industries worldwide and hit the automotive industry particularly hard, forcing a slowdown or cessation of production across the U.S. To assess the problem, White House officials met with 20 chief executives from tech and automotive companies this week. Continue reading Biden Plan Aims to Build U.S. Semiconductor Manufacturing

Arm Unveils Armv9, New Design Aimed to Enable AI, IoT, 5G

Prominent semiconductor designer Arm, which licenses its designs to others, debuted Armv9 architecture, which features its first major architectural advance in a decade and includes a 30 percent improvement in speed. Arm chief executive Simon Segars revealed that Armv9 will be “the base for the next 300 billion Arm-based chips.” Its customers have already shipped 180+ billion chips that impact 70+ percent of the global population. Nvidia is in the process of acquiring Arm, which is based in the United Kingdom, for $40 billion. Continue reading Arm Unveils Armv9, New Design Aimed to Enable AI, IoT, 5G

Countries Plan to Invest in New Chip Manufacturing Facilities

Due to a global semiconductor shortage, the United States, European Union countries and Japan are planning to spend billions of dollars to build chip fabrication plants (“fabs”). These countries also face the fact that more than two-thirds of the world’s chips are made in Taiwan. China is offering subsidies to its domestic chip industry, as industry-leaders Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics plan to build U.S.-based fabs, potentially aided by significant U.S. government subsidies. Continue reading Countries Plan to Invest in New Chip Manufacturing Facilities

Intel to Spend $20B on New Chipmaking Factories in Arizona

Intel’s new chief executive Patrick Gelsinger committed $20 billion to build two new semiconductor manufacturing plants in Arizona. Over the years, Intel has failed to keep up with the miniaturization of transistors, giving Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics the lead. These two companies now make chips for Advanced Micro Devices (AMD), Amazon, Apple, and Nvidia but Gelsinger — who hopes for federal incentives — vowed to regain enough ground with the new factories to rival them. Continue reading Intel to Spend $20B on New Chipmaking Factories in Arizona

Apple Reveals Plan to Build a Chip Design Center in Germany

Apple is planning to build a 98,400-square-foot semiconductor design center in Munich, Germany, part of a 1 billion euro ($1.2 billion) investment to create customized chips for 5G mobile devices and other wireless technologies in Germany. The company plans to move into the facility in late 2022. Munich is a regional hub for chip development and home to Apple partner Infineon Technologies and the Fraunhofer Group for Microelectronics, a major European semiconductor-based technology research institute. Continue reading Apple Reveals Plan to Build a Chip Design Center in Germany

European Union Earmarks $150 Billion for New Tech Initiatives

As part of a $2 trillion recovery package, the European Union is investing $150+ billion in “Digital Compass” to boost advanced technologies and narrow the gap with the U.S. and Asia. One goal is to produce at least 20 percent of the world’s semiconductors by 2030. In 2020, said the European Commission, the EU produced 10 percent. In 2019, the EU debuted a public-private cloud-computing project, Gaia-X to increase self-reliance and, in 2017, the European Battery Alliance to develop electricity-storage technologies. Continue reading European Union Earmarks $150 Billion for New Tech Initiatives

China’s Five-Year Plan to Build Domestic Chip Manufacturing

China has a five-year plan to dominate the semiconductor industry by building up the domestic industry while fending off U.S. blacklists. The details of the plan won’t be released for a long time, but clues have been dropped by government officials, think tanks and official publications. Over the next five years, China plans to make do with existing semiconductors while it focuses on third generation chipmaking, a nascent field that no one yet dominates, by creating local companies for relevant software and hardware. Continue reading China’s Five-Year Plan to Build Domestic Chip Manufacturing

National Security Commission on AI Pinpoints Chinese Threat

The National Security Commission on Artificial Intelligence identified China as the first to challenge U.S. technological dominance since the end of World War II. To counter this potential threat to the United States, the 15-member commission issued a 756-page report urging a $40 billion investment in artificial intelligence research and development to be “AI ready” by 2025. The report also called for the U.S. to stay two generations ahead of China in semiconductor manufacturing. To that end, it suggested a significant tax credit for chip makers. Continue reading National Security Commission on AI Pinpoints Chinese Threat

Biden Orders an Evaluation of Semiconductor Supply Chains

In response to a worrying shortage in chips, President Joe Biden signed an executive order to conduct a 100-day review of the supply chains for semiconductors for various products, large-capacity batteries for electric vehicles, pharmaceuticals, and rare-earth elements crucial to technology and defense. Biden is also seeking $37 billion in funding to “supercharge” chip manufacturing and urged a separate one-year review of supply chains of six “broader sectors” including food production and technology. Continue reading Biden Orders an Evaluation of Semiconductor Supply Chains

Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics

As Nvidia moves to close its $40 billion deal to acquire Arm Holdings, tech companies Google, Microsoft and Qualcomm are saying the deal will harm competition and are asking for regulatory intervention. The UK-based Arm, which licenses its chip technology to Amazon, Apple, Huawei Technologies, Intel and Samsung Electronics among others, is known as the Switzerland in the semiconductor industry because it licenses its technology to companies rather than competes with them. Critics fear that Nvidia would change this policy or raise the cost. Continue reading Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics

Biden Administration to Review Semiconductor Supply Chain

President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain

Chip Shortage Affects Electronics, Gaming, Vehicles, Aviation

Qualcomm chief executive Cristiano Amon has announced a serious shortage of semiconductor chips impacting a range of industries. In the early days of the COVID-19 pandemic, manufacturers of electronics and vehicles first drastically cut back their demand for chips but then reversed course and demand skyrocketed. Amon is just one of several industry leaders warning of the shortages and highlighting manufacturers’ reliance on outsourcing chip production to companies such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics. Continue reading Chip Shortage Affects Electronics, Gaming, Vehicles, Aviation

Samsung Looking to Launch Chip Manufacturing Plant in U.S.

Samsung Electronics may build an up-to-$17 billion chip manufacturing plant in Arizona, Texas or New York, according to sources, and is reportedly scouting two locations in the Phoenix area, two locations in the Austin vicinity and an industrial campus in New York’s Genesee County. The decision to build in the U.S. hinges on the availability of federal government incentives to balance out cheaper costs and government incentives elsewhere. Samsung’s plant would employ up to 1,900 people and open by October 2022. Continue reading Samsung Looking to Launch Chip Manufacturing Plant in U.S.

CES: Samsung’s New MicroLED TVs Offer Improved Contrast

Samsung debuted MicroLED TVs during last week’s virtual CES 2021, all offering 4K resolution, in fixed sizes of 110-inches, 99-inches and 88-inches, with the 110-inch version priced at $156,000. That compares to the launch at last year’s CES of the 292-inch MicroLED TV, made up of individual modules and custom-installed. In comparison, Samsung’s 98-inch 8K TV, which uses LCD-based QLED display, is priced at $60,000. MicroLED, the first new screen technology in 10 years, is closer to OLED than LCD and is said to feature improved contrast and response time. Continue reading CES: Samsung’s New MicroLED TVs Offer Improved Contrast

Amazon, Apple Lead Movement to Develop Their Own Chips

Amazon and Apple are abandoning Intel chip technology in favor of their own Arm-based products. Last month, Apple introduced Mac computers with its own chips and, in June, Amazon began marketing a new computing service based on its Arm chips that the company contends is 20 percent cheaper and faster than its Intel-based services. Amazon is also creating the foundation for building its own quantum computer and its cloud computing division is adding products to allow customers greater local control of their data. Continue reading Amazon, Apple Lead Movement to Develop Their Own Chips

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