SemiVoice

Foxconn Tariffs US Government semiconductor tech industry

3 months ago

Tech giants call Trump tariffs 'big headache' — Foxconn CEO teases increased production in US

➀ Foxconn's Chairman Young Liu claims that the Trump administration's tariff strategy is causing a 'big headache' for the company's largest tech partners.

➁ Liu discusses the impact of the U.S. government's recent trend of rapid declaration and rescinding of tariffs on Foxconn's business.

➂ The article explores how the unpredictability of the U.S. government's tariffs is affecting the tech industry and Foxconn's manufacturing plans.

Government US Government job cuts

3 months ago

Where The Trump/Musk Federal Job Cuts Are Falling

➀ Statista estimates that 16,000 U.S. federal employees have been laid off under presidential executive orders, in addition to 75,000 who accepted buyouts.

➁ The cuts are less than 4% of the 2.4 million non-military and non-postal federal workforce.

➂ Specific departments affected include the IRS, Health and Human Services, Centers for Disease Control and Prevention, National Institutes of Health, Food and Drug Administration, and Medicare.

AI Regulation Government LLM UK US Government

3 months ago

Government delays AI Bill

➀ The government has delayed its AI Bill to avoid upsetting the US government, as reported by the Guardian.

➁ The Bill would have required companies using LLMs in AI programs to submit them for vetting to the AI Security Institute.

➂ The intention was to present the Bill to parliament before Christmas, but it will now be postponed until summer.

AMD China Export Controls Globalfoundries Intel NVIDIA TSMC Transistors US Government semiconductor tech industry

4 months ago

US bans sales of 14nm and 16nm chips with over 30 billion transistors to China

➀ The U.S. government plans to impose stricter export controls on advanced processors made by TSMC, GlobalFoundries, Intel, and Samsung Foundry. These rules target processors with 30 billion transistors or more on 14nm or 16nm nodes. ➁ Exceptions include chips with fewer than 30 billion transistors and those designed by companies based in the U.S. or Taiwan. ➂ The new rules may impact the sale of mainstream GPUs to Chinese entities, particularly in the AI and gaming sectors.

AI NVIDIA SIA US Government semiconductor

SIA slams Biden AI decision

➀ The SIA criticizes the US government's decision to impose export restrictions on AI software and ICs; ➁ The SIA and Nvidia express their disappointment and concerns about the new export control framework; ➂ The regulations are set to take effect in 120 days, and the new administration may revise or scrap them.

China US Government semiconductor

U.S. gov't removes China's chip toolmaker AMEC from the list of 'military companies'

➀ The U.S. Department of Defense removes AMEC, a Chinese etching and deposition toolmaker, from the list of companies linked to the Chinese military. ➁ The removal eases some restrictions but AMEC remains on the Commerce Department's Entity List, limiting its technology development. ➂ AMEC has faced similar blacklisting in the past, including in 2021.

GlobalWafers Microelectronics Production US Government semiconductor

GlobalWafers inks $406 million CHIPS Act deal to make 300mm wafers in the U.S.

➀ GlobalWafers signs a $406 million deal with the U.S. government to produce 300mm wafers in the U.S.; ➁ The investment aims to boost domestic microelectronics production and localize wafer production; ➂ GlobalWafers plans to invest $4 billion in Missouri and Texas, creating about 2,580 jobs.

CEO Intel International Relations US Government national security semiconductor manufacturing

Ed Looks West

➀ Ed has aspirations to become the CEO of Intel after serving as a junior minister; ➁ His strategy focuses on enhancing America's national security through IC manufacturing excellence; ➂ He proposes a strategy of developing new processes and building fabs for global superiority, with international partnerships and control over output.

Chips Act Intel Process technology TSMC US Government funding semiconductor

6 months ago

Intel’s Chips Act funding may be reduced

➀ Intel's preliminary $8.5 billion Chips Act funding may be reduced due to the company's plans to withdraw investment in Ohio and unconvincing process development results. ➁ The reduction may also be affected by the Pentagon's $3 billion foundry deal with Intel. ➂ The Chips Act grant is now unlikely to exceed $7.5 billion, and Intel is also in line for $11 billion in government loans.

Chips Act Intel Pat Gelsinger US Government funding semiconductor industry

7 months ago

Intel’s Chips Act money looking safe

➀ Intel CEO Pat Gelsinger expressed optimism that the incoming Trump administration will support the domestic semiconductor industry. ➁ Intel is due $19 billion in grants and loans under the Chips Act. ➂ Gelsinger has previously complained about a lack of funding for domestic competitiveness.

AMD Fabless companies GAA Intel NVIDIA Process technology TSMC US Government foundry semiconductor

8 months ago

All Guns Firing At Intel

➀ Intel has made a strong move after poor Q3 results, repositioning its foundry unit as an independent operation. This is aimed at attracting US rivals like AMD, Nvidia, and Qualcomm. The US Department of Commerce is encouraging this shift, with half of the world's top ten fabless companies based in the US. ➁ Intel's foundry unit is seen as a viable option for US hyperscalers looking for proprietary SOCs. ➂ With Intel's promise of the world's best foundry process next year, there's potential for significant growth.

11 months ago

US may employ FDPR to plug tech leak to China

1. The US government has threatened to impose the Foreign Direct Product Rule (FDPR) on suppliers of chip-manufacturing equipment in the Netherlands and Japan if they do not further restrict dealings with China. 2. FDPR allows the US to restrict foreign-made products containing any US-sourced technology. 3. The measure aims to prevent non-US companies from sending personnel to China to service and repair restricted equipment already in China.

China FDPR US Government