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On September 4, 2025, President Donald Trump hosted 33 Silicon Valley leaders at a White House dinner in the newly renovated Rose Garden, marking a pivotal moment in the tech industry’s alignment with his administration. The event, attended by CEOs like Sam Altman (OpenAI), Mark Zuckerberg...
Samsung as well. It seems Tariffs are a better motivator to build manufacturing in the US. It will be interesting to look back on this period of time 10 years from now.
Politics are entertaining, just don't take it too seriously or your frontal lobe will get mushy.
My understanding is that LBT is out selling 18A and 14A, trying to fill fabs. The NOT TSMC market has never been so hot as it is today so I think he will be successful. The question is how many 14A...
I can see Tariff threats helping there as well. Unfortunately US politicians chase shinny things so I am not sure how long Intel will be on their agenda. I was hoping the Vice President of the United States would get beck to his Ohio roots and get those Intel fabs built and full but no joy thus...
She was behind the CHIPs Act which was basically charity, some for companies that did not really need it and were not US based, but she does not support investment where the American taxpayer could get a return on the investment?
The Intel product team needs to have an intimate relationship with Intel foundry and visa versa. The only change is that Intel foundry will have other intimate customer relationships to help with process development. This is the TSMC model which is now the default foundry model. The Intel...
The world is moving so fast with semiconductors and AI. Call centers will be a thing of the past. Software development will be AI dominated. Labor intensive industries will be disrupted with AI. India had better get ready. A whole new economy is coming, absolutely.
US President Donald Trump (Photo: AP)
Donald Trump has warned of imposing tariffs on semiconductor imports from companies that do not shift production to the United States.
Speaking ahead of a dinner with major technology company CEOs, the US President said he had a discussion with people over...
Just to name a few....... This is a joke to me. India has been talking about it for many years and nothing. The only chance is for India to write a big check to TSMC and make a commitment. For TSMC this would be a nice addition to the Silicon Shield but every time I ask TSMC shakes their head...
(Reuters) -Broadcom (AVGO) shares jumped 15% on Friday after the chipmaker unveiled a blockbuster $10 billion AI chip order from a new customer, fueling optimism around its ability to benefit from the generative AI race.
The deal solidifies the company's role as a leading custom chip provider...
Synopsis
Prime Minister Narendra Modi pitched India as the most promising destination for semiconductor designing and manufacturing on Wednesday . The Ministry of Electronics and Information Technology is currently framing the contours of ISM 2.0. The first version of the ISM was launched in...
The SSMC (Systems on Silicon Manufacturing Company) fab in Singapore, a joint venture involving TSMC (28% stake), NXP, and Singapore’s Economic Development Board Investments, primarily focuses on manufacturing 8-inch wafers. Based on available information, SSMC produces chips using process...
Gotta love politics. Just a quick summary:
Senator Elizabeth Warren's letter to Commerce Secretary Howard Lutnick, dated September 3, 2025, criticizes President Trump's decision to invest $8.9 billion in taxpayer funds for a 10% stake in Intel without safeguards. She portrays Intel as a...
China used to be 10% of UMC's business. One of UMC's 300mm fabs is in China. UMC has another 300mm fab in Japan. Japan was also 10% of UMC's business.
UMC Revenue:
Taiwan: ~33%
Singapore: ~24%
United States: ~12%
China: ~9%
Japan: ~5-10%
Other Regions (Europe, Korea, etc.): ~12–17%...
