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+29 +1
U.S. Pours Money Into Chips, but Even Soaring Spending Has Limits
Amid a tech cold war with China, U.S. companies have pledged nearly $200 billion for chip manufacturing projects since early 2020. But the investments are not a silver bullet.
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+15 +1
Future chips may be 10 times faster, all thanks to graphene
The chips found in the best CPUs and GPUs on the market currently are all made out of silicon, but scientists are aware of their limitations. In order to keep scaling up the performance without damaging power efficiency, a lot of research goes into finding a replacement for silicon.
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+16 +1
Huge Foxconn iPhone plant in China rocked by fresh worker unrest
Hundreds of workers joined protests at Foxconn's flagship iPhone plant in China, with some men smashing surveillance cameras and windows, footage uploaded on social media showed.
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+24 +1
Apple Pivots to Samsung for iPhone Memory Chips Following US Trade Ban Against Chinese Suppliers
Apple will turn to Samsung for memory used in iPhones ahead of the imposition of U.S. export controls on one of China's top NAND flash chipmakers, reports DigiTimes. Apple originally intended to buy 128-layer 3D NAND flash memory chips from Yangtze Memory Technologies (YMTC) for use in iPhones sold in the Chinese market as early as this year, with the possibility of eventually purchasing up to 40% of the chips needed for all iPhones.
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+24 +1
Apple prepares to source chips from Arizona plant
Apple Inc is preparing to begin sourcing chips for its devices from a plant under construction in Arizona in the United States, Bloomberg News reported on Tuesday.
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+20 +1
TSMC reportedly looks to raise a second chip fab in Arizona
Taiwan's chipmaking giant TSMC is said to be preparing to build another semiconductor fabrication plant in Arizona, alongside the facility it completed this summer, in a move that may be seen as a vindication of the US government’s CHIPS Act funding. According to reports in the Wall Street Journal, TSMC is planning to announce in the near future that it will build a further factory for making cutting edge chips at a site just north of Phoenix, adjacent to the $12 billion Fab 21 plant the company decided to construct in 2020.
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+19 +1
Apple to keep Qualcomm chips in 2023 in turnabout
Qualcomm Inc. will continue to provide the modem chips for the “vast majority” of iPhones in 2023, a turnabout for a company that had expected to lose the business to Apple Inc.’s homegrown components. Qualcomm had planned to only provide about 20% of the 5G modem parts for the new iPhones in 2023, but now expects to retain its current foothold, according to comments that accompanied its earnings report Wednesday. The statement confirmed that Apple won’t be moving to its own in-house modem design for next year’s models.
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+24 +1
The end of Apple’s affair with China
By a dusty stretch of the deafening road from Chennai to Bengaluru lie three colossal, anonymous buildings. Inside, away from the din of traffic, is a high-tech facility operated by Foxconn, a Taiwanese manufacturer. A short drive away Pegatron, another Taiwanese tech firm, has erected a vast new factory of its own. Salcomp, a Finnish gadget-maker, has set one up not far away.
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+19 +1
U.S.' chip ban to hurt Korean facilities in China, TSMC: Report
The U.S. government's recent decision to impose new restrictions on the sale of semiconductors and chipmaking equipment to China could hurt the Chinese foundries of South Korean chipmakers and the sales of TSMC, information advisory firm Trendforce Corp. has concluded. The measures announced by the United States on Friday included the requirement that advanced computing chips, including those used in artificial intelligence and high-performance computing (HPC), and production equipment cannot be sold to China without a license.
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+22 +1
Apple Expected to Move 25% of All iPhone Production to India by 2025
Apple currently produces some iPhone models in India, including the iPhone 13 and soon the iPhone 14. Apple's supply chain remains highly concentrated in China, but the company has made efforts to move suppliers and production lines elsewhere.
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+21 +1
TSMC to mass produce chips on upgraded version of 3nm process in 2023
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, plans to roll out chips made on an upgraded version of its sophisticated 3 nanometer process in 2023.
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+19 +1
Taiwan president says she looks forward to producing 'democracy chips' with U.S.
Taiwan looks forward to producing "democracy chips" with the United States, President Tsai Ing-wen told the visiting governor of the U.S. state of Arizona, Doug Ducey, on Thursday, the latest in a string of senior officials from the county to visit.
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+17 +1
Apple to manufacture iPhone 14 in India: Report
Apple Inc. plans to begin manufacturing the iPhone 14 in India about two months after the product’s initial release out of China, narrowing the gap between the two countries but not closing it completely as some had anticipated.
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+20 +1
TSMC to Begin 3nm Chip Production Next Month
TSMC will begin mass producing chips using its leading-edge N3 (3nm-class) manufacturing process this September, according to a Commercial Times report that cites equipment manufacturers. The contract chipmaker will deliver the first products made using its N3 node to its customers early next year.
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+14 +1
China says U.S. chip act will distort global semiconductor supply chain
China's commerce ministry said on Friday that a major new chips act passed by the U.S. Congress will distort the global semiconductor supply chain and disrupt international trade.
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+20 +1
How China became ground zero for the auto chip shortage
From his small office in Singapore, Kelvin Pang is ready to wager a $23 million payday that the worst of the chip shortage is not over for automakers – at least in China.
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+18 +1
Commentary: CHIPS Act is too little, too late to save U.S. chip manufacturing.
The CHIPS Act is the center of Washington’s attention. Chipmakers, from Intel Corporation to Taiwan Semiconductor Manufacturing Corporation, are not-so-subtly implying that their multi-billion-dollar projects are at risk if Congress doesn’t approve the $52 billion in subsidies they promised last year.
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+19 +1
Let’s rebuild the US microchip industry – not give it a $50bn-plus check
For two months, a 107-member conference committee has been working to finalize an agreement on the US Innovation and Competition Act (USICA) which would provide more than $50bn in corporate welfare to the highly profitable microchip industry with no strings attached.
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+23 +1
A Big Flashing Signal That Goods Could Get Cheaper Soon
In May 2021, a shipping source told me to expect the “transitory” inflation Americans were seeing to get much worse. His cost to ship containers from China to the U.S. had jumped from $2,000 prepandemic to $20,000. So companies selling imported goods—from clothing to food—would soon pass that 10X increase to us. He planned to do his holiday shopping early.
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+14 +1
Apple 5G chip problem in iPhone 15 is likely legal, not technical
The iPhone 15 was expected to be the first lineup to use an in-house Apple 5G chip instead of the Qualcomm ones used in current models. A recent report suggested that this won’t be the case because Apple has hit problems with the design, but a new analysis suggests that this is only half-right.
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