Dispute Over OLED Displays Highlights China Dependency

Chinese Manufacturers Will Dominate Flat Panel Display Manufacturing

Micron’s $6.14 Billion CHIPS Grant Will Support A Commodity Product: Micron's CHIPS Act grant will support manufacturing of a commodity product - memory chips, that are vital in the age of AI.

SkyWater Technology Is Lowering Barriers To Advanced Chip Packaging: SkyWater has partnered with Deca Technologies to develop a multi chip packaging capability that will lower the entry barriers to advanced packaging.

Samsung CHIPS Act Grant Brings Its Leading Edge Plus R&D To Texas: Samsung's CHIPS grant includes their commitment to bring their leading edge technology to the U.S., as well as advanced packaging, R&D, and an R&D fab.

TSMC’s CHIPS Act Grant: Has Arizona Reached A Tipping Point?: The CHIPS Program Office announced a $6.6 billion grant to TSMC this morning. TSMC will build a third fab and bring its most advanced process to the U.S. This may be a tipping point for Arizona.

Amphenol Printed Circuits - A Window On The U.S. PCB Industry: Printed circuit boards (PCBs) are pervasive inside electronic devices and systems of all types. Yet the U.S. share of their production has declined steadily over the last 24 years.

$19.5 Billion CHIPS Act Package For Intel Is A Diversified Bet: CHIPS Act grant and loans to Intel cover advanced chip manufacturing, packaging, and R&D across Oregon, Arizona, Ohio, and New Mexico

CHIPS Act Support For GlobalFoundries Will Strengthen Key Domestic Capabilities: CHIPS Act support for GlobalFoundries will strengthen domestic capabilities in GaN and SiGe semiconductors, which are critical for power and communications applications.

Three Takeaways From Samsung’s New Fab In Taylor, Texas: Samsung's new Fab in Taylor, TX reflects a strategy to build local capabilities, partner with the local government, and make money in the process. And they are not complaining.

Steel Tariffs And Jobs: You Have To Look At The Whole Supply Chain: The USITC has to decide whether to impose tariffs on imported tinplate. That would have a very negative impact on can makers and producers of canned foods. The law under which these tariffs would be imposed dates to before the era of globalized supply chains.

MP Materials: What A Successful Re-Shoring Strategy Could Look Like: MP Materials has a vertical integration strategy to re-shore production of rare earth permanent magnets in the U.S.

Supply Chain Disruptions Should Remind Leaders To Keep Up With Allies: Friend-shoring refers to sourcing from geopolitical allies, including countries like Japan and Korea. But a blind spot for many American policymakers is the health of those industries in friendly countries. If they get squeezed, this is a problem.

SIONYX: Why Making Semiconductor Image Sensors In The U.S. Matters: With all the talk of re-establishing domestic semiconductor chip manufacturing capabilities, it is a good time to look at some of the "mature modes" used for producing CMOS image sensor chips, which might be another strategic product to think about.

A Good Time To Work Out Labor Issues At West Coast Ports?: A work stoppage at the Ports of Los Angeles and Long Beach suggests this might the time to push forward on contract negotiations.