CHIPS for America DOA?

CHIPS for America DOA?
by Robert Maire on 06-19-2022 at 6:00 am

CHIPS for America 2022
  • We think hopes for CHIPS for America is fading fast
  • Politics, Jan 6th, guns, inflation, partisanship will likely block it
  • Alternative to building US semis is knocking down China chips
  • The only political option may be more restrictions on China

Chips for America act seems drowned out by partisan screaming

We have been saying, for… Read More


US Supply Chain Data Request Elicits a Range of Responses, from Tight-Lipped to Uptight

US Supply Chain Data Request Elicits a Range of Responses, from Tight-Lipped to Uptight
by Craig Addison on 11-14-2021 at 6:00 am

China TSMC Supply chain woes 2021

TSMC drew the ire of Chinese state media last week after it complied with the US Department of Commerce request to submit supply chain data by the November 8 deadline.

The Chinese reports, which called it an act of “surrender” to US hegemony, were careful in laying blame on Taipei for caving in to Washington, rather than pointing fingers… Read More


TSMC to Build first US Fab in Arizona!

TSMC to Build first US Fab in Arizona!
by Daniel Nenni on 11-15-2020 at 10:00 am

TSMC North America SemiWiki

Well, it’s official, the TSMC Board of Directors approved an investment to establish a wholly-owned subsidiary in Arizona with a paid-in capital of $3.5 billion. As history shows the investment may be more than that but $3.5B is a great starting point. This is being discussed in the SemiWiki Forum  and I have been gathering inside… Read More