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What is the main reason why Samsung is not so competitive in this race for the best production of three-nanometer GAA? How is TSMC and Intel doing?
As electric vehicles are still emerging, how can EV manufacturers seize the moment to catch the mainstream consumption?
Who will be the biggest beneficiary of the Chip and Science Act?
The chip shortage in the past two years has stimulated more thoughts and discussions on the resilience of supply chain. What changes could "regionalization" and "decentralization" bring to the global supply chain?
Shock the game, or just another mediocre? Chiplet is embracing a rapid development especially in the last two years. But how far could it go?
Risto Puhakka at TechInsights explains how each equipment export restriction affects both Chinese and U.S. players.
U.S. is not the only one with a “chips act”, and here’s more take on Singapore, Malaysia and India from Risto Puhakka, Vice President at TechInsights Manufacturing Analysis.
After rounds of debates and votes, the CHIPS Act is finally presented to President Biden to be signed this week. Meanwhile, India is also investing heavily and urging chip companies to build capacities in the country.
While device sales shrink and equipment purchase slows down, it is safe to forecast that the semiconductor shortage will gradually turn into an oversupply with all the new fabs being built.