Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly

Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly
by Daniel Nenni on 05-04-2022 at 10:00 am

Dan is joined by Terry Daly, a 35-year veteran of the semiconductor industry, former senior VP at GLOBALFOUNDRIES and an executive at IBM Microelectronics. Terry is currently an independent consultant, and also a Senior Fellow at the Council on Emerging Market Enterprises at The Fletcher School of Law & Diplomacy at Tufts… Read More


Intel Takes Another Shot at the Enticing Foundry Market

Intel Takes Another Shot at the Enticing Foundry Market
by Terry Daly on 03-26-2021 at 6:00 am

Intel IDM 2.0

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


Podcast EP11: Semiconductor Shortages and the CHIPS Act Explained

Podcast EP11: Semiconductor Shortages and the CHIPS Act Explained
by Daniel Nenni on 03-12-2021 at 10:00 am

Dan and Mike are joined by Terry Daly for a thoughtful and informative overview of global semiconductor supply challenges and an excellent overview of the CHIPS for America Act, an ambitious piece of US legislation aimed at establishing investments and incentives to support U.S. semiconductor manufacturing, research and development,… Read More


A cautionary tale for the digital economy

A cautionary tale for the digital economy
by Terry Daly on 04-08-2020 at 10:00 am

TSMC Wafer

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