– NIST to lose 100’s of mainly CHIPS Act people
– If no people are left to administer CHIPS Act it dies by default
– Following USAID play book to kill an unwanted program
– Using the “probationary” clause as excuse to fire recent CHIPS hires
Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,… Read More
Dan is joined by Rajiv Khemani, a serial entrepreneur and an industry leader with 25 years of experience in building and scaling businesses. He is currently co-founder & CEO of Auradine. He is also an investor and board member in the data infrastructure, AI and software/platforms space. Previously, Rajiv was co-founder &… Read More
– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations
The CHIPS and Science Act has allocated $11 billion for semiconductor R&D, including for advanced packaging and AI-driven design. Companies should apply now.
In 2022, the United States signed the $50 billion Chips and Science Act. Under the act, the National Institute of Standards and Technology (NIST), which is part of … Read More
Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
Lam reported… Read More
– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King
The crowds at Semicon West were both… Read More
Despite murky goals and moving targets, the recent CHIPS Act sets the stage for long term government incentives.
Authored by Jo Levy and Kaden Chaung
On April 25, 2024, the U.S. Department of Commerce announced the fourth, and most likely final, grant under the current U.S. CHIPS Act for leading-edge semiconductor manufacturing.… Read More
Dan is joined by Bill DeVries, Vice President of Industry Transformation and Customer Success at Dassault Systémes. Bill is responsible for revenue growth and driving the use of the 3DEXPERIENCE platform. Additionally, Bill is the Senior Director of Academic and Education in North America, where he leads the 3DEXPERIENCE EDU… Read More
