🌐 imec CEO advocates global collaboration in chips industry, warns against regional self-sufficiency🔧 During the imec Technology Forum (ITF) in Taiwan, celebrating Imec's 40th anniversary, CEO Luc Van den hove stressed the importance of global collaboration over regional self-sufficiency in the semiconductor industry. With the rise of the China+1 strategy and regional efforts like the US, EU, and Japan’s Chips Acts, Van den hove cautioned against fragmentation. He argued that pursuing self-sufficiency could lead to mediocrity and inefficiency, advocating instead for leveraging global expertise to solve complex R&D challenges. He highlighted Taiwan’s TSMC as a crucial global partner, stating that it's more beneficial for regions like Europe to collaborate with semiconductor giants rather than trying to replicate all technologies locally. He also praised TSMC’s recent fab expansion in Europe, which will serve industries like automotive and strengthen European-Taiwanese partnerships. Despite growing geopolitical tensions and a trend towards de-globalization, Van den hove remains a firm believer in global partnerships as essential for future innovation in the semiconductor sector. Reflecting on Imec’s 40-year journey, he attributed their success to open innovation and a strong global network that has fostered partnerships with leading companies like Intel, Samsung, TSMC, and SK Hynix. Imec’s role in shaping the future of the semiconductor industry is built on leveraging international strengths, investing in state-of-the-art infrastructure, and maintaining a diverse talent pool. With continued R&D expansion, including new cleanroom facilities, Imec is well-positioned to drive progress in advanced semiconductor technologies, including sub-2 nm processes. #SemiconductorIndustry #GlobalCollaboration #Imec40 #Innovation #ChipsAct #KOTRA #KoreanTech #TSMC #SemiconTaiwan https://lnkd.in/d7bSPWWb
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The US partners with India's Semiconductor Mission to strengthen global semiconductor supply chains through joint initiatives, advancing technology, and boosting India's semiconductor industry. #USIndiasemiconductorpartnership #semiconductorsupplychain #IndiaSemiconductorMission #CHIPSAct #ITSIFund #globalsemiconductorecosystem #USIndiatechnologycollaboration #INDUSX #ICET #semiconductormanufacturing #ElectronicsNews #LatestElectronicsNews
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Oil & Energy Pricing Manager --- Logistics Pricing Leader: Loyalty Through Service and Communication
The Korea-U.S. Supply Chain and Industry Dialogue Semiconductor Forum, held in Washington D.C. on June 27, 2024, aimed to strengthen the semiconductor alliance between the two countries. Key outcomes included a Memorandum of Understanding between industry associations to enhance cooperation in areas like AI, R&D, and workforce training. The forum addressed global semiconductor challenges, including supply chain vulnerabilities and the need for innovation. Future plans involve regular cooperation forums and establishing an AI Semiconductor Innovation Center in Silicon Valley. This collaboration seeks to create a more robust semiconductor ecosystem, with implications for national security, economic growth, and technological leadership. Gina Raimondo #Korea-U.S. Supply Chain and Industry Dialogue Semiconductor Forum
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This week, ITI member TSMC officially broke ground on a €10 billion microchip factory in Dresden, Germany. This significant investment is bolstered by €5 billion in financial support from the German government, approved by the European Commission under in line with the #EUChipsAct goals. The new facility will enhance Europe's semiconductor manufacturing capacity, contributing to the EU’s goal of capturing 20% of the global semiconductor market by 2030. The Dresden plant will also play a crucial role in producing advanced and innovative semiconductor products. Investments like this are crucial to building a robust and competitive #EU tech industry. To learn more about how the EU can foster innovation, enhance infrastructure, and support strategic investments to advance its global leadership, read ITI’s #Vision2030 policy guide: https://lnkd.in/gFAU26Gi
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Happy Tuesday, my friends on semiconductor engineering connections, #MarvellTechTalk 2024 is coming! We’re thrilled to announce an exclusive Tech Talk hosted by Marvell Technology Vietnam, diving into the latest advancements in semiconductor technology that are shaping the future of our industry. Whether you're an industry veteran or a seasoned expert in the field, this is an event you won't want to miss! Date: Oct 12th, 2024 Time: 8.00 AM – 11.30 AM Location: Renaissance Hotel, No. 15, Ton Duc Thang Street, District 1, HCMC Here’s what’s on the agenda: · Optical Connectivity in the AI Era: Explore how cutting-edge optical technologies are revolutionizing data transmission and enhancing AI capabilities. · Marvell’s Cutting-Edge Technologies and IPs: Get an insider’s view of Marvell’s pioneering solutions and intellectual properties driving innovation in semiconductor technology. · Cloud-Optimized Storage and Computing Solutions: Discover how our state-of-the-art solutions are transforming cloud storage and computing, pushing the boundaries of performance and efficiency. #Join us for this insightful event where you'll have the opportunity to engage with thought leaders, network with peers, and gain a deeper understanding of the technologies that are propelling us into the future. Scan the QR code or register this link to secure your spot! https://lnkd.in/gaavTWK3 We can’t wait to see you there and share these exciting developments with you. Let's shape the future of technology together! #MarvellTechTalk #SemiconductorInnovation #OpticalConnectivity #AI #CloudSolutions #TechEvent #RegisterNow #semiconductor
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Lawyer - Technology II FinTech II AI II Cybersecurity II Crypto II M&A - Partner at Paradigma - Law & Strategy
In these times of heightened #geopolitical tensions, one of the most intense new #coldwars is raging on the #semiconductor front. Whereas in the past nations' prowess was measured -among other things- by their capability to swiftly build trenches and other defensive fortifications, today's battling powers are competing to build #fabs i.e. chips manufacturing facilities. In fact, in a supply chain environment where advanced semiconductors are typically designed in the US and other western nations, and then built in #chipfoundries mostly located in #APAC, the #pandemic first and then the growing US-China tensions have been focussing governments' attention worldwide on the risks that geographically concentrated chip manufacturing hubs pose to the economy and national security. With #TSMC dominating the market of manufacturing #GPUs -the most advanced type of chips used to run #AI systems and models- its #Taiwan fabs have become a nightmare scenario for the #Biden administration, as a Chinese invasion of the island could grind the US economy to a halt. TSMC has recently tried to reassure the US by stating that in the case of a Chinese invasion it would immediately and permanently deactivate its fabs. In general, the #US have been exploring all sorts of avenues to limit #China's access to advanced semiconductors, that are fundamental to its thriving AI sector and military. In fact, the US have prohibited its firms to sell advanced chips to China and have made its #ChipsAct funding to semiconductor manufacturers conditional on them limiting their operations in the Middle Kingdom. In fact, the Chips Act is a major piece of legislation through which the US is trying to re-shore fabs to its territory. Also the European Union has adopted its own Chips Act, which has been funding #Intel foundries in #Germany and the recently announced #STMmicroelectronics fab in Sicily. But what are the consequences of the #chipwar for firms outside the semiconductor industry? To start with, in a global context in which all firms in the broader semiconductor supply chain are perceived as strategic, direct foreign investment in such companies may be limited or made conditional. In Italy, the #Goldenpower regulation may apply. In addition, all companies relying on chip components ( and so pretty much manufacturers in all advanced industrial sectors) will need to assess #thirdpartyrisk in their supply chain..and corporate boards will need to develop adequate semiconductor expertise, swiftly.
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"In fact, in a #supplychain environment where advanced #semiconductors are typically designed in the US and other western nations, and then built in #chipfoundries mostly located in #APAC, the #pandemic first and then the growing US-China tensions have been focussing governments' attention worldwide on the risks that geographically concentrated chip manufacturing hubs pose to the economy and national security." Massimo Donna #ChipsAct #Geopolitics #GeoEconomics #ChipManufacturing
Lawyer - Technology II FinTech II AI II Cybersecurity II Crypto II M&A - Partner at Paradigma - Law & Strategy
In these times of heightened #geopolitical tensions, one of the most intense new #coldwars is raging on the #semiconductor front. Whereas in the past nations' prowess was measured -among other things- by their capability to swiftly build trenches and other defensive fortifications, today's battling powers are competing to build #fabs i.e. chips manufacturing facilities. In fact, in a supply chain environment where advanced semiconductors are typically designed in the US and other western nations, and then built in #chipfoundries mostly located in #APAC, the #pandemic first and then the growing US-China tensions have been focussing governments' attention worldwide on the risks that geographically concentrated chip manufacturing hubs pose to the economy and national security. With #TSMC dominating the market of manufacturing #GPUs -the most advanced type of chips used to run #AI systems and models- its #Taiwan fabs have become a nightmare scenario for the #Biden administration, as a Chinese invasion of the island could grind the US economy to a halt. TSMC has recently tried to reassure the US by stating that in the case of a Chinese invasion it would immediately and permanently deactivate its fabs. In general, the #US have been exploring all sorts of avenues to limit #China's access to advanced semiconductors, that are fundamental to its thriving AI sector and military. In fact, the US have prohibited its firms to sell advanced chips to China and have made its #ChipsAct funding to semiconductor manufacturers conditional on them limiting their operations in the Middle Kingdom. In fact, the Chips Act is a major piece of legislation through which the US is trying to re-shore fabs to its territory. Also the European Union has adopted its own Chips Act, which has been funding #Intel foundries in #Germany and the recently announced #STMmicroelectronics fab in Sicily. But what are the consequences of the #chipwar for firms outside the semiconductor industry? To start with, in a global context in which all firms in the broader semiconductor supply chain are perceived as strategic, direct foreign investment in such companies may be limited or made conditional. In Italy, the #Goldenpower regulation may apply. In addition, all companies relying on chip components ( and so pretty much manufacturers in all advanced industrial sectors) will need to assess #thirdpartyrisk in their supply chain..and corporate boards will need to develop adequate semiconductor expertise, swiftly.
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The semiconductor industry isn’t just about chips—it’s about power, leadership, and the future of innovation. As the U.S. introduces new export controls and global alliances evolve, the rules of the game are changing rapidly. Businesses and policymakers can’t afford to stand still. At Protostar Strategy, we specialise in decoding these shifts. Our expertise lies at the nexus of geopolitics, technology, and innovation, helping clients anticipate challenges, seize opportunities, and stay ahead in an increasingly complex global landscape. In our latest piece for the Council on Foreign Relations, these key trends are unpacked: 🔹 The diversification of semiconductor manufacturing beyond China 🔹 Strategic partnerships driving allied nations’ technological edge 🔹 How policy constraints are catalyzing innovation and reshaping competition 💡 Why Protostar Strategy? We provide actionable insights to empower decision-makers navigating the ever-changing intersection of global politics, technology policy, and business strategy. Read the full post and reach out to discover how Protostar Strategy can help your organisation thrive in today’s geopolitical tech race. #Semiconductors #Geopolitics #TechnologyLeadership #Innovation #DigitalEconomy #ProtostarStrategy
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📢 𝗘𝘂𝗿𝗼𝗽𝗲 𝗶𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 €𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻𝘁𝘆 📢 European Commission has just greenlit a €5 billion investment in a semiconductor facility in Dresden (Germany), as part of a joint venture between industry titans like TSMC, Bosch, Infineon Technologies and NXP Semiconductors. This major move strengthens Europe's: 🔐 Security of supply for critical technology components. 🇪🇺 Digital sovereignty by boosting domestic production. 🌱 Green transition through sustainable manufacturing. The future of tech is being written in Europe - and it's looking bright! #EuropeanChipsAct #Semiconductors #TechNews #TechSovereignty #Europe #GITEXEUROPE #EuropeanTech #GITEXGLOBAL #NorthStarEurope #Germany
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🌍 ADTechnology and Arm's Partnership: Upcoming Presentation on Next-Generation Semiconductor Innovations in Shanghai 🇨🇳 Next week 19th.Nov, at an important conference in Shanghai 🇨🇳, Eunjoo Lee will outline ADTechnology's strategic partnership with Arm and introduce groundbreaking advancements in next-generation semiconductor solutions. She will present the Advanced Design Platform (ADP™) and Advanced Design Flow (Capella™), designed to optimize performance in HPC and AI environments, highlighting our commitment to enhancing scalability and competitiveness. The presentation will provide deep insights into the strategic partnership between ADTechnology and Arm 🤝, the technology transition to 2nm nodes and our strategy to address the evolving demands of the HPC market. A New Chapter in Shanghai ✨ As a global hub for technological innovation, Shanghai presents an ideal opportunity for ADTechnology to showcase our next-generation semiconductor solutions to the international market. By leveraging Arm’s ecosystem , we will accelerate time-to-market, reduce market entry barriers and drive technological advancements in the semiconductor industry. Looking ahead, ADTechnology is committed to continuing its leadership in the semiconductor field and will present visionary strategies that strengthen our technological innovation. We are excited about the future and our role in shaping the next generation of computing. #HPC #AI #SemiconductorInnovation #NextGenComputing #ArmPartnership #ADTechnology #ShanghaiTech #FutureofTech
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After existing in the shadows as an afterthought, we think it's amazing the #advancedpackaging technologies are finally getting the kudos they deserve. Take TSMC's Open Innovation Forum, for example. For years, the big story was on node scaling and front-end partnerships to get them there. This year, Dean Freeman's key take away from the event was the remarkable to in advanced packaging and how the interest in packaging technology seems to be overshadowing the FEOL transition to gate all around transistors, and even backside power. Read his full blog for other insightful tidbits. https://lnkd.in/g_9xnSd6
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