Moov brings you a round-up of used semiconductor equipment developments, semiconductor manufacturer announcements, semiconductor market updates, and more semiconductor industry news and views worth reading this week.
U.S. considers cutting trade with China’s biggest semiconductor manufacturer
In Short: The latest development in US-China trade broke over the holiday weekend, with the White House indicating SMIC, China’s largest semiconductor manufacturer, may be added to the “Entity List.” This development would block U.S. companies from selling to SMIC without a license. SMIC stock dropped 23% in response to this news.
Read more in The Washington Post.
China plans new policies to develop domestic semiconductor industry
In Short: Prior to news breaking around the potential SMIC restrictions, China announced plans to increase support for research, education and financing of “third-generation” semiconductors through 2025.
Read more in Bloomberg.
Korean Government to Ramp up Investment to Commercialize AI Semiconductors
In Short: The Ministry of Trade, Industry and Energy of South Korea announced plans to bolster support for AI semiconductors (high performance, low power) last week. Support includes 1.1 trillion won (shy of 1M USD), half of which will be invested in public-private funds to support the development of AI semiconductors by 2026.
Read more in Business Korea.
These new semiconductors could revolutionize the solar energy industry
In Short: On the sustainability beat, learn how new semiconductors, called halide perovskites, may revolutionize the solar energy industry.
Learn more here.
GlobalFoundries upstate New York Fab & what it takes to compete at the cutting edge
In Short: HBS professor Willy Shih shares insights from his visit to GlobalFoundries new fab. Our favorite quote: “ To put it succinctly, $15 billion of capital investment does not give you enough scale to compete at the most advanced semiconductor nodes.” Moov offers advice on how to save costs when building a new fab here.
Read Shih's editorial here.
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