Recent #National Security news in the semiconductor industry

9 days ago

➀ The Commerce Department’s Section 232 investigation may alter the U.S. semiconductor procurement process.

➁ The 'chip-for-chip' proposal aims to link tariff exemptions to domestic production milestones.

<>➂ U.S. semiconductor industry faces challenges from offshoring and China’s increasing technological prowess.

➃ China's history of building fabs includes Motorola MOS 17 in Tianjin (2000), Texas Instruments in Chengdu (2010), Intel Fab 68 and 68A in Dalian (2010 and 2018), UMC in Xiamen (2016), TSMC Fab 16 in Nanjing (2018), and Samsung Xi'an NAND Fab (2020).

National SecuritysemiconductorsU.S. industryChina fabs history
22 days ago

➀ The Dutch government assumed management control of Nexperia, a Chinese-owned semiconductor company, citing "serious governance shortcomings" and national security concerns;

➀ Authorities invoked the Goods Availability Act to intervene, enabling them to block or reverse company decisions for up to a year;

➂ The move followed asset disposals and personnel changes threatening critical technological capabilities, echoing prior UK actions demanding Nexperia divest a wafer fab in 2022.

semiconductorGovernmentNational Security
3 months ago

➀ Former Intel board members propose splitting Intel into separate design and manufacturing entities to create a TSMC alternative, emphasizing competition in the semiconductor foundry market;

➁ The author opposes the split, citing the critical integration between chip design and manufacturing, and highlights AMD's success through close collaboration with TSMC;

➂ Maintaining U.S. leadership in advanced semiconductor manufacturing is deemed vital for national security and global competitiveness, requiring collaboration between government and industry.

IntelTSMCFoundryHPCNational Security