Intel made a big splash on March 23, 2021 by doubling down on manufacturing with the creation of Intel Foundry Services (IFS). The big announcement was supported by potential customers such as Qualcomm, Cisco, Ericsson, Google, Amazon, Microsoft, and IBM. With an accompanying $20B investment, the EDA and equipment industries,… Read More
Author: Terry Daly
Intel Takes Another Shot at the Enticing Foundry Market
The Semiconductor Industry Has High Hopes That Biden Will Change Tracks
What is the “right track” for US-China trade relations?
The semiconductor industry has been squarely in the crosshairs of US-China trade tensions for four years. As the US faces a presidential leadership transition, will a Biden administration change the dynamic? The chip industry is counting on it, and China hopes so too.
In … Read More
Should India Invest in Semiconductor Manufacturing?
Cyber security, economic growth, government leadership and industry support must be weighed
The debate
A healthy public debate is underway as to whether India should invest in semiconductor manufacturing. PVG Menon, former chair of the India Electronics and Semiconductor Association, supports the objective as part of a full… Read More
Time for Chip Diplomacy
An industry caught in the crosshairs of geopolitics needs global emeritus leadership
The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More
Tech Shows up for COVID-19: Time to Expand Horizons
Bring digital technology solutions to bear on more of our toughest societal problems
“We are all in this together”. The world faces 250,000 COVID-19 deaths, each a tragic human story. The pandemic will bring a litany of “lessons learned” including lack of preparedness, slow response and uneven recovery. The rapid… Read More
A cautionary tale for the digital economy
COVID-19 underscores the importance of US-based production for strategic industries
The COVID-19 pandemic has drawn intense focus on the need to repatriate pharmaceutical manufacturing back to the United States. The increased awareness that a strategic adversary manufactures or controls up to 80% of the active pharmaceutical… Read More
Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs