TIMES FORESIGHT

“We congratulate Infinera, Corning, Edwards Vacuum, and GlobalFoundries for today’s announced agreements, which address key gaps in a wide swath of the U.S. semiconductor supply chain and grow our domestic production capabilities and resilience. These projects will help the U.S. expand our share of global semiconductor manufacturing, promote American technology leadership, and safeguard our economic and national security.

Following this week’s inauguration of President Trump and Vice President Vance, the Semiconductor Industry Association (SIA) today released the following statement from SIA President and CEO John Neuffer welcoming the new administration.

“We stand ready to engage the U.S. government on how to best accomplish its national security goals in a targeted manner, while ensuring our companies can continue to compete and win globally.”

The U.S. Department of Commerce previously announced incentives for a range of companies and projects that will help strengthen the U.S. semiconductor supply chain.

Sales hit highest-ever monthly total in November; worldwide chip sales increase 1.6% month-to-month

WASHINGTON SIA President and CEO John Neuffer regarding the Biden administration’s decision to launch a Section 301 trade investigation

SkyWater Technology, X-FAB the following statement from SIA President and CEO John Neuffer applauding CHIPS and Science Act manufacturing

MUNICH, Germany – Analog AI chip company Blumind showed off test silicon for its keyword spotting chip, which uses 10 nJ per inference, at electronica 2024.

GlobalFoundries, Tower Semiconductor, and possibly some companies in China are poised for a wave of silicon photonics demand driven by AI and other applications like quantum computing.

MUNICH, Germany – Analog AI chip company Blumind showed off test silicon for its keyword spotting chip, which uses 10 nJ per inference, at electronica 2024.

This brief overview cannot capture the full complexity of the U.S.-China rivalry, which could easily fill a book. However, we can highlight some of the latest developments in each country’s approach.