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Xi Jinping meets Joe Biden

Dire Straits: China Moves Hastening TSMC’s Geo-Diversification

By George Leopold

What’s at stake:
Will a military crisis in Taiwan “decouple” global semiconductor supply chains?

Perhaps no other facet of the global economy is as dependent on a handful of companies as is the strategic semiconductor industry, historian Chris Miller notes in his new book, Chip War. The prime examples include foundry giant Taiwan Semiconductor Manufacturing Co. (TSMC) and the Netherlands’ ASML, which builds all of the market’s extreme-ultraviolet manufacturing equipment.

Read More »Dire Straits: China Moves Hastening TSMC’s Geo-Diversification
India flag

India Renews Its Push for Homegrown Fabs

By Sufia Tippu

What’s at stake?
India has been trying unsuccessfully for decades to create strategic alliances for semiconductor manufacturing. Now, amid the confluence of geopolitics, economic uncertainty and supply chain disruptions, India’s best shot may be in chip assembly, test and packaging. 

An oft-repeated joke in Silicon Valley goes something like this: What comes first, Middle East peace or a fab in India?

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Fog of War

Ayar Labs, Lockheed Martin Look to Cut ‘Fog of War’

By George Leopold

What’s at stake:
Traditional copper interconnects can no longer cut it for edge network deployments as data volumes soar. Following the lead of commercial network operators, Lockheed Martin Corp.’s investment arm is looking to leverage startup Ayar Labs’ optical chiplets to speed the processing of sensor data on the battlefield.

Read More »Ayar Labs, Lockheed Martin Look to Cut ‘Fog of War’