All articles tagged with #semiconductor supply chain
Nvidia has made its largest acquisition to date by purchasing Groq for $20 billion, strengthening its AI capabilities amid rising geopolitical and regulatory challenges, including investigations into its supply chain and potential chip smuggling into China.
The dispute between China and the Netherlands over Chinese-owned chipmaker Nexperia is unlikely to be quickly resolved, causing ongoing uncertainty in semiconductor supplies for the global car industry amid broader trade tensions and export bans.
China blames the Netherlands for causing chaos in the global semiconductor supply chain after the Dutch government seized control of Chinese-owned chipmaker Nexperia, citing national security concerns, which has led to disruptions in auto manufacturing and ongoing international negotiations.
China's recent restrictions on rare earth exports, combined with US tariffs and export controls, threaten to disrupt the global semiconductor industry, potentially causing delays and price increases, amid escalating US-China trade tensions.
Taiwan's powerful 7.2-magnitude earthquake has led to disruptions in the semiconductor supply chain, impacting chipmakers like TSMC and UMC. Facilities have been evacuated and operations halted for inspections, potentially leading to delays in shipments and increased wafer input. Analysts warn of potential pricing pressure in the sector and anticipate short-term disruptions in electronics manufacturing across Asia, affecting both upstream and downstream products.
The U.S. Department of Commerce will launch a survey in January 2024 to assess the capabilities and challenges of the American semiconductor supply chain and national defense industrial base. The survey aims to identify how U.S. companies are sourcing legacy chips and will inform policies to bolster the semiconductor supply chain, promote fair competition, and reduce national security risks posed by China. The Bureau of Industry and Security will focus on the use and sourcing of Chinese-manufactured legacy chips in critical U.S. industries. The survey is a response to a Congressionally-mandated report that assesses the U.S. microelectronics industrial base.
Micron Technology is set to receive close to $1.51 billion in financial incentives from the Japanese government to ramp up DRAM chip production in the country. The company plans to launch extreme ultraviolet (EUV) technology in Japan to manufacture its next generation of DRAM, the 1-gamma (1γ) node, and expects to invest up to $3.78 billion in 1-gamma process technology over the next few years. Micron's move marks Japan's progress towards consolidating its semiconductor supply chain, which fell apart during the pandemic leading to a severe chip crisis for electronic gadgets and automobiles.