Report: the White House is in talks with Intel and TSMC about building chip factories in the US to strengthen domestic supply chains
and we will experience far more of them this century. https://www.wsj.com/... Kate O'Keeffe / @kate_okeeffe : NEW: U.S. in talks to get Intel, TSMC & Samsung to build chip factories here. The coronavirus has underscored concerns about dependence on Asia for this critical tech, w Taiwan “a single point-of-failure.” Hurdles remain though: https://www.wsj.com/... w @asafitch @bobdavis187 Jesse Felder / @jessefelder : ‘A new crop of cutting-edge chip factories in the U.S. would reshape the industry and mark a U-turn after decades of expansion into Asia by many American companies eager to reap investment incentives and take part in a robust regional supply chain.’ https://www.wsj.com/... Mark Hachman / @markhachman : Regardless of how environmentally safe chip manufacturing is today, Silicon Valley is still pretty much one giant Superfund site because of chipmakers in the 80s and 90s. https://twitter.com/... Jennifer Smith / @jensmithwsj : A new crop of cutting-edge chip factories in the U.S. would mark a U-turn after decades of expansion into Asia by many American companies eager to reap investment incentives and take part in a robust regional supply chain. https://www.wsj.com/... Cameron Winklevoss / @winklevoss : Looks like Silicon Valley might be coming back to Silicon Valley. https://www.wsj.com/... Bob Davis / @bobdavis187 : Non-Covid news: Intel and TSC negotiating with the Pentagon to build chip plants in the US. DOD wants to depend less on Asia—especially vulnerable Taiwan. Chip firms want DOD support. With @Kate_OKeeffe @asafitch https://www.wsj.com/...
Washington, eyeing Beijing's industrial policy, is pushing semiconductor companies like Intel, Taiwan's TSMC and S. Korea's Samsung to move more high-end chipmaking to the U.S. @asafitch @Kate_OKeeffe @bobdavis187 https://www.wsj.com/...
This has been a disaster waiting to happen for two decades. I hope one benefit from COVID is that the US looks more closely at ALL critical supply chains. https://www.wsj.com/...
WSJ Scoop: The Trump administration and semiconductor companies are looking to jump-start development of new chip factories in the U.S. as concern grows about reliance on Asia as a source of critical technology. Upstate NY has pushed for these fabs. https://www.wsj.com/...
NEW: The U.S.'s plans to jumpstart a domestic chip production industry are gaining steam w the coronavirus & rising U.S.-China tensions underscoring the fragility of the Asia supply chain. Intel, TSMC & Samsung are leading contenders to reshape industry https://www.wsj.com/...
A win-win here would be an INTC-TSM JV on US soil that ultimately sees Intel becoming fabless. Intel has failed for a decade to be a fab, and still makes Altera FPGAs at TSM in Taiwan; no evidence that Intel can be successful fab on their own. https://www.wsj.com/...
The irony here is that with a minor investment in Globalfoundries a few years ago, it could have had leading edge or near leading edge capabilities. https://www.wsj.com/...
One good thing to come of this pandemic is that countries are rethinking supply chains. We now know that it is not just conflict that is a natsec and supply chain risk, but also natural disasters — and we will experience far more of them this century. https://www.wsj.com/...
NEW: U.S. in talks to get Intel, TSMC & Samsung to build chip factories here. The coronavirus has underscored concerns about dependence on Asia for this critical tech, w Taiwan “a single point-of-failure.” Hurdles remain though: https://www.wsj.com/... w @asafitch @bobdavis187
‘A new crop of cutting-edge chip factories in the U.S. would reshape the industry and mark a U-turn after decades of expansion into Asia by many American companies eager to reap investment incentives and take part in a robust regional supply chain.’ https://www.wsj.com/...
Regardless of how environmentally safe chip manufacturing is today, Silicon Valley is still pretty much one giant Superfund site because of chipmakers in the 80s and 90s. https://twitter.com/...
A new crop of cutting-edge chip factories in the U.S. would mark a U-turn after decades of expansion into Asia by many American companies eager to reap investment incentives and take part in a robust regional supply chain. https://www.wsj.com/...
Non-Covid news: Intel and TSC negotiating with the Pentagon to build chip plants in the US. DOD wants to depend less on Asia—especially vulnerable Taiwan. Chip firms want DOD support. With @Kate_OKeeffe @asafitch https://www.wsj.com/...