To attain the objective of a 20% global chip production share by 2030, the semiconductor industry in Europe will need a holistic, coherent policy strategy and regulatory approach across all policy areas. This, we can achieve by boosting the EU’s semiconductor industry together!

I am pleased to share our latest blog post discussing a significant development in the semiconductor industry. TSMC has communicated with the U.S. regarding the identification of a chip in a Huawei device, following recent findings by TechInsights. This update sheds light on the intricate dynamics between technology, regulations, and international business. For a deeper understanding of the implications of this finding, I invite you to read the full article here: https://ift.tt/XGtjrCm.

Shout out to my connections with an interest in the electronics supply chain, take a break in your day tomorrow and join the discussion. #semiconductors #sustainabilityindesign #futuretechnology

Pat Gelsinger, the CEO of Intel, has been a vocal advocate for robust and sustained investment in the semiconductor industry, most notably through initiatives like the "CHIPS for America Act" and now the proposed "CHIPS Act 2." His stance is rooted in the recognition that reversing over three decades of decline and offshoring in the U.S. semiconductor sector is not a task that can be accomplished overnight or through a single legislative effort. For over thirty years, the U.S. semiconductor industry has seen a steady erosion of its manufacturing base, driven by a combination of offshoring to reduce costs, increased competition from global players, and a lack of consistent domestic investment in semiconductor R&D and manufacturing capabilities. This decline has not only impacted the economic landscape but also posed significant risks to national security, as semiconductors are critical components in everything from consumer electronics to military systems. The original CHIPS for America Act, signed into law in 2021, marked a significant step towards addressing these challenges by providing substantial funding for semiconductor manufacturing and research within the United States. However, as Gelsinger aptly points out, this initial effort, while monumental, is merely the beginning of a long and arduous journey to reclaim the country's leadership in this pivotal industry. "CHIPS Act 2" is envisaged as the necessary next phase in this endeavor. It aims to build upon the foundations laid by its predecessor by injecting further financial support, enhancing policy frameworks, and fostering deeper public-private partnerships. The overarching goal is to create a resilient and competitive domestic semiconductor ecosystem that can withstand future challenges and drive innovation. Gelsinger's argument underscores the complexity and scale of the task at hand. The semiconductor industry is characterized by rapid technological advancements, extensive capital requirements, and intricate global supply chains. Rebuilding this industry within the U.S. necessitates not just financial investment but also a strategic vision that aligns with long-term national interests. It involves nurturing a skilled workforce, fostering innovation through cutting-edge research, and creating an environment where businesses can thrive. Moreover, Gelsinger's call to action highlights the geopolitical dimensions of semiconductor manufacturing. As the world becomes increasingly digitized, control over semiconductor production equates to strategic leverage. The COVID-19 pandemic exposed vulnerabilities in global supply chains, reinforcing the need for countries to secure their semiconductor supplies. For the U.S., bolstering its semiconductor industry is not just an economic imperative but also a critical component of national security strategy. #chipact #chipwar #reshoring

A rebound is on the horizon and 2024 could be a transition year for the semiconductor industry. Our CEO, Frank Cavallaro, provided a snapshot of early indicators and what lies ahead in this new Semiconductor Digest article. See page 35 for the full article:  https://lnkd.in/e7STiMtV

7 major trends shaping the future of the semiconductor industry --- The global semiconductor industry is in the throes of change. The last several years have welcomed a new set of challenges that have impacted the industry and propelled it towards innovation. More on: https://bit.ly/3UhaEVx

How to get the semiconductor industry on a path towards net-zero? I discussed this today at the OECD's 6th Meeting Semiconductor Informal Exchange Network in Milan. Details can be found here: https://lnkd.in/d8ZqSSqJ

This detailed case study offers deep insights into the fast paced world of chip development and solving dynamic challenges. Personally, I was sold at the point : “We cannot give that product to the customer with a specification sheet and say, ‘trust us.’ Put this into the car and put your kids into that car. It doesn‘t work like that” #ni #semiconductor #testandmeasurement

A book that describes the importance and complexity of the semiconductor industry. ‘Chip war’ is a must read to understand the industry has become the focal point of attention in recent times.