#semiconductor-concentration
#semiconductor-concentration
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World politics
fromSilicon Canals
3 weeks agoInside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals
Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
World politics
fromSilicon Canals
3 weeks agoInside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals
Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
fromTechRepublic
3 days agoSamsung Eyes Vietnam for $4B Semiconductor Packaging Project
The ministry is coordinating with other ministries and agencies to finalise and submit to the Prime Minister the Memorandum of Understanding between the Government of Vietnam and Samsung Group regarding the group's semiconductor manufacturing project in Vietnam.
European startups
fromwww.mediaite.com
1 day agoNot What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race
China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.
Artificial intelligence
fromComputerworld
2 months agoApple Silicon: As demand grows, is TSMC driving a harder bargain?
The gold rush across the high-end processor market might help Apple's processor manufacturing partner, TSMC, drive harder bargains than in the past. That's because Apple's huge appetite for processors is being met by fast-growing demand for chips for servers. As a result, the cost of the chips used inside Macs, iPads, and iPhones will likely increase, putting even more inflationary pressure on Cupertino's bottom line.
Apple
European startups
fromTechzine Global
1 month ago"AI chips will remain in America unless foreign countries invest in the US"
The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
European startups
fromTechzine Global
1 month agoCalls for a 'Chinese ASML' are growing louder, but it is still a long way off
Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
fromTechCrunch
1 month agoUS reportedly considering sweeping new chip export controls | TechCrunch
U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.
European startups
from24/7 Wall St.
1 month agoRetirees Are Using EWT to Ride Taiwan's Semiconductor Dominance
Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.
Business
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