The Biden administration's big bet on Intel to lead a US chipmaking revival is in trouble as Intel struggles to hit milestones to get CHIPS Act grants and loans
with no guarantee of when, or if, that money will be disbursed 🧵& free link: https://www.bloomberg.com/... Pranav S. / @pranavenstein : Why, Bloomberg, why? This is a <2x increase in debt over 5 years...
A look at the US' Chips and Science Act two years after its enactment on August 9, 2022, as the Biden administration nearly finishes divvying up $39B in grants
The Chips Program Office is tasked with overseeing one of the most ambitious manufacturing comebacks in US history
A look at the US' Chips and Science Act two years after its enactment on August 9, 2022, as the Biden administration nearly finishes divvying up $39B in grants
The Chips Program Office is tasked with overseeing one of the most ambitious manufacturing comebacks in US history
China has been ASML's biggest market for four quarters in a row; China sales rose 21% YoY to €2.3B in Q2 2024 and accounted for 49% of ASML's Q1 and Q2 sales
here's why Nikita Prasad / Livemint : Tech-heavy Nasdaq hits two-week-low; Nvidia, ASML crash 4-8% from all-time high on tighter US trade curbs outlook DigiTimes : ASML performance surges amid TSMC in...
Intel delays the construction of its $20B Ohio chip fabs amid a slow rollout of US government grant money; sources: the fabs are now set to finish in late 2026
‘Silicon Heartland’ factories were originally planned for 2025 Mariane Angela / The Daily Caller : Intel Delays $20 Billion US Investment Biden Touted As Key Win Benzinga : Intel Reportedly Delays $20...
Q&A with IBM CEO Arvind Krishna on AI's business uses, Biden's EO, rolling out WatsonX in July 2023, growing IBM's AI business, falling behind in AI, and more
and IBM's biggest mistake. …
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...
Harvard's Willy Shih on the global chip shortage, supply chains, and why Biden's $52B for chip manufacturing may not be enough for the US to catch up to TSMC
Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers.
Harvard's Willy Shih on the global chip shortage, supply chains, and why Biden's $52B for chip manufacturing may not be enough for the US to catch up to TSMC
Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers.
Analysis: in 2020, Chinese firms bought ~$32B of chip-making equipment from overseas, up 20% YoY, while chip imports climbed to ~$380B or 18% of China's imports
Bloomberg : Tweets: @carlminzner and @mtdtl Tweets: Carl Minzner / @carlminzner : China is stockpiling computer chips and the machines that make them to protect itself from a widening U.S. technolog...