➀ The US has allocated $32.5 billion in direct subsidies under the CHIPS Act, surpassing China's large fund二期. ➁ 16 preliminary term memorandums have been signed with major semiconductor companies like Intel, TSMC, and Samsung. ➂ These investments aim to boost domestic semiconductor production and reduce reliance on global supply chains. ➃ Despite significant financial commitments, delays in key projects by Intel, TSMC, and Samsung have raised questions about the effectiveness of manufacturing reshoring.

➀ The US CHIPS Act, despite attracting over $395 billion and creating 115,000 jobs, faces significant delays in nearly 40% of its major projects. ➁ Market conditions and political uncertainties, including the upcoming US elections, are cited as primary reasons for project delays. ➂ Key companies like TSMC, Intel, and GlobalFoundries are among those facing challenges, despite receiving substantial subsidies.

1. The US semiconductor industry, including Nvidia, has been impacted by export restrictions, prompting China to accelerate domestic chip development. 2. China's retaliatory export controls on critical materials like graphite pose challenges for US manufacturing, especially in electric vehicles. 3. Potential negotiations to lift US sanctions on chips in exchange for easing Chinese export controls may have limited revenue impact due to Huawei's rapid chip advancements.

➀ The 2024 SIA FACT BOOK highlights the importance of the U.S. semiconductor industry for economic strength, national security, and global competitiveness. ➁ SIA recommends policy actions including investing in semiconductor leadership, enhancing the tech workforce, promoting free trade, and collaborating with allied economies. ➂ The industry has shown significant growth, with global sales expected to reach $5,884 billion in 2024 and $6,547 billion in 2025.

1. TSMC is set to break ground on its first European fab in Dresden, Germany, in August. 2. The fab, named European Semiconductor Manufacturing Corporation (ESMC), is expected to start operations in late 2027. 3. The project involves investments from Infineon, Bosch, and NXP, with each contributing €500 million for a 10% stake in ESMC, which has a total cost of $10.8 billion.

1. TSMC reported strong Q2'24 financial results driven by AI demand in the HPC segment; 2. The company provided a robust outlook for Q3'24, indicating strong demand for semiconductors; 3. TSMC's forward P/E ratio is the lowest in the industry, presenting a unique buying opportunity.

1. Russian chip entrepreneurs are discouraged by mistrust of government funding and reluctance of foreign investors; 2. The Russian Electronics Corporation (REC) has not effectively invested in the sector; 3. Despite potential, there is no significant fabless chip industry in Russia due to lack of technology transfer and outside expertise.

1. TSMC reported over 40% YoY sales growth in 2Q24, exceeding expectations. 2. The majority of TSMC's net sales are from the high-performance computing industry, driven by demand for 5 nanometer chips. 3. TSMC's accelerating sales momentum and potential for record-breaking earnings make it an attractive investment opportunity.

1. Dr. Drew Nelson, co-founder and CEO of IQE, has left the company after 35 years of service. 2. Nelson will focus on other interests, including the South Wales Compound Semiconductor cluster and the Advisory Board of the All Party Parliamentary Group on Semiconductors. 3. He will also serve as a consultant to IQE for a year to provide industry-related expertise and support.

1. The article lists the top ten fabless semiconductor companies of 2023, sourced from TrendForce. 2. It highlights the ranking of these companies without specifying individual names or details. 3. The author, David Manners, also references other 'Top Ten' lists related to the semiconductor and PC industries.

1. SMIC overtook GlobalFoundries and UMC to become the No.3 foundry in Q1 2024. 2. The top 10 foundries saw a QoQ revenue drop of 4.3% to $29.2 billion. 3. TSMC maintained its market share at 61.7% despite a QoQ revenue drop of 4.1%.

1. Socionext has joined the Global Semiconductor Alliance (GSA). 2. This membership is seen as a significant step for Socionext in enhancing its capabilities in the semiconductor market. 3. The GSA, with over 300 corporate members, aims to promote a profitable and sustainable global semiconductor ecosystem.

1. Sofics is a prominent player in the semiconductor industry known for its innovative and reliable IP solutions. 2. The company has a significant global impact, having empowered over 130 companies with its technology. 3. The interview focuses on the technological advancements led by Sofics' Chief Engineering, Olivier Marichal.

1. TrendForce reports a 4.3% QoQ revenue drop for top 10 semiconductor foundries in 1Q24. 2. The decline is attributed to the traditional off-season for consumer demand. 3. SMIC rises to the third spot in the ranking.