… Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. …
… In a statement by Samsung's co-CEO TM Roh discussing the company's semiconductor business, he disclosed that the memory shortages are expected to put pressure on consumer offerings , yet the semiconductor division is expected to benefit. …
… More importantly, TSMC accounts for more than 10% of Taiwan's total electricity output, meaning any disruptions could have a profound effect on TSMC's semiconductor production lines. …
… Related Story Samsung Leapfrogs Toward 1000-Layer NAND With First 900-Layer V-NAND Prototype, Stacking Two 450-Layer Cells Into One “Covered semiconductor product or service” is defined to include semiconductors, products that incorporate a semiconductor product, or services that utilize a semicond… …
… We have been witnessing shortages for several quarters now , and, apart from their impact on the client segment, large-scale foundries like SMIC are also seeing the effects. …
… The goal is to utilize India's first "semiconductor fabrication facility" in Gujarat and an OSAT facility in the state of Assam. …
… In a previous report, we highlighted the risks associated with the semiconductor industry , given that the Strait of Hormuz remains closed for a prolonged period, and with that, a key point that we discussed was that it could potentially brew an 'LNG crisis', which could have a widespread impact on… …
… The general intent of the TeraFab project has been to reduce reliance on entities like TSMC and instead build domestic semiconductor production lines capable of producing chips at a scale several times higher than the current fab network. …
… Yield rates and production ramp-up will be answered once the fabs are live. Given how critical it has become for the world to diversify chip production, Japan has taken center stage alongside the US in developing an in-house semiconductor ecosystem, backed by government incentives. …
… There's no doubt about it: a desperate need for the US to expand its semiconductor industry, provided that geopolitical constraints pose a massive risk for fabless manufacturers like NVIDIA, Tesla, or AMD, who are entirely dependent on offshore chip production. …