Global spending on semiconductor manufacturing equipment totaled $33.07 billion in the 2nd quarter of 2025, according to SEMI and SEAJ. 2Q 2025 spending was up 23% from 2Q 2024. China had the largest spending at $11.36 billion, 34% of the total. However, China spending in 2Q 2025 was down 7% from 2Q 2024. Taiwan had the second largest… Read More
Tag: CHIPS Act
AI Revives Chipmaking as Tech’s Core Engine
A century ago, 391 San Antonio Road in Mountain View, California, housed an apricot-packing shed. Today, it’s marked by sculptures of diodes and a transistor, commemorating the 1956 founding of Shockley Semiconductor Laboratory—the birthplace of Silicon Valley. William Shockley, co-inventor of the transistor, aimed… Read More
EU Chips Act 2.0 Webinar
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Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside
– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?
Tesla/Samsung $16.5B deal
… Read MoreElon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs
– Trump gives CHIPS Act & AI oversight to DOGE/Musk-“Tech Support”
– CHIPS Act to switch from incentive based to tariff/punitive based
– Musk to be responsible for US AI policy & security- Will rule ChatGPT
– Talks underway to relocate Taiwan fabs & staff to avoid China threat… Read More
Semiconductor CapEx Down in 2024 up in 2025
Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
CHIPS Act dies because employees are fired – NIST CHIPS people are probationary
– 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
Trump will kill CHIPS Act by gutting NIST employees
… Read MoreTrump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
- News reports that Trump will change CHIPS Act to suit his views
- We specifically predicted this months ago as deals closed 11th hour
- Blue states, enemies list & foreign entities likely to get cut
- Big changes/cuts likely to a program Trump roundly criticized
Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,… Read More
Podcast EP269: A Broad View of Semiconductor Market Dynamics with Rajiv Khemani
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 Mixed Outlook Means Weaker 2025 – China & Delays & CHIPS Act?
– 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