Information Technology Industry Council (ITI)’s Post

The US is setting the stage to curb investments in China's AI and tech sector, aiming to protect national security and technological leadership. This strategic move targets key areas, including semiconductors and quantum computing. https://lnkd.in/ggqcXiw6 #AITechnology #NationalSecurity #USChinaRelations #TechInvestments #SemiconductorIndustry #QuantumComputing #TradePolicy #EconomicStrategy

Phison: #Quotations of #NAND #Flash has increased -- will lead to be #shortages next year. #AMD extends the #delivery time of third-generation EPYC“Milan” to 2026. Japan will allocate extra 2 trillion yen to subsidize #Semiconductor industry. IBM launches $500 million venture fund to invest #AI companies. Software and digital center of SAIC-GM was officially established. It`s rumored that FAW #Toyota announced production cut due to high #inventory pressure. Morgan Stanley: ABF carrier board capacity utilization rate was only 50% in the third quarter -- lowering #manufacturer expectations. Senator calls on the U.S. Department Commerce to restrict Chinese RISC-V -- Bi Technology and other companies were mentioned. Huawei completes first Wi-Fi 7 AP performance test. XGZ -- MEMS #sensor #manufacturer, gained tens of millions of yuan in B-round financing. #ic #electronics #stock #spotbuy #excessinventory #chips

12 million € across 4 distinct semiconductor projects is just amusing. As a reference, the TSMC fab project in Germany is an 11 billion $ investment. To put this number into perspective, assuming that the funding is evenly distributed (3 mil / project), the EU would need to commit to over 3.300 similar projects just to (almost) catch up with the cost of the TSMC fab. In reality, unless there are some ground-breaking results, these projects won't even move the needle in EU's quest to become relevant in the semiconductor industry. ASML spent 4 billion € in r&d last year. If the EU wants to catch up, we need to up the numbers a little bit. Semiconductor research is indeed very expensive.

China is making a significant move in the tech sector with the launch of a $47.5 billion semiconductor investment fund, its largest ever. This strategic initiative aims to propel China's semiconductor industry to global standards by 2030, supporting areas such as chip manufacturing, design, equipment, and materials. Despite facing challenges, including recent corruption scandals and international export restrictions, China's commitment to becoming a tech superpower remains steadfast. This investment highlights China's ambition under the Made in China 2025 plan, focusing on leading-edge technologies like AI, 5G, and quantum computing. The support from major state-owned banks underscores the nation's collective effort to achieve technological self-reliance. China's recent achievements, such as Huawei's development of a 7-nanometer processor, demonstrate significant progress despite external pressures. As global tech dynamics evolve, this move positions China as a formidable player in the semiconductor industry. Let's keep an eye on how these developments will shape the future of global technology and innovation. #Semiconductors #Technology #Innovation #China #TechIndustry #Investment #AI #5G #QuantumComputing #GlobalTech https://lnkd.in/dTBxNAwN

Shout out to a great book on the intersection of Public Policy-Geopolitics and Semiconductors written by my friend Pranay Kotasthane: https://lnkd.in/gDUnrvya The book gives a birds eye view of the key semiconductor players (US, Europe, East Asia and India) and the pathways they have taken to come to the present stage and the public policy lessons we can take away from it. They also have a crystal ball gazing into how the future might evolve, I personally had a lot of TIL moments in it, do buy it and let me know what you thought of it, especially if you are interested in either all or any combination of geopolitics, public policy and Semiconductors :)

#Japan's industry ministry unveiled plans to provide approximately $300 million in subsidies to support the development of #optical #technology for #chip usage, aimed at bolstering the nation's #semiconductorindustry. 🇯🇵💻 Participating companies, including NTT, NEC Corporation, FURUKAWA ELECTRIC GROUP, Shinko Electric, and KIOXIA Group, will collaborate with Intel Corporation and SK hynix. 🤝🔬 This initiative aligns with Japan's efforts to maintain leadership in the chip sector and strengthen collaborations with allied nations, especially as #China advances in cutting-edge technologies. 🚀🌐 #opticalindustry #chips https://lnkd.in/deR95gje

💥 With tensions between China and the US remain rising, there are indications of another escalation in restrictions. ⚠️ Reports suggest that the US is considering blacklisting Chinese semiconductor companies associated with Huawei, indicating another expansion to the ban list. 💡 Explore more on the companies that is reportedly to be blacklisted here: https://buff.ly/3x5cOyo 🔗 #US #China #Semiconductor #Restriction

🌐🔍 In the ever-evolving world of tech, China's ambitious journey towards semiconductor sovereignty is a topic of global significance. Our latest article delves into the complexities and potential repercussions of this strategic move. How will it shape the future of the global tech landscape? Join the discussion and share your insights! #SemiconductorSovereignty #Semiconductor #SemiconductorManufacturing #SemiconductorIndustry #TechTrends #GlobalTech #China #ElectronicsIndustry Read the full article here: https://lnkd.in/eCmpd9Kv

Semiconductors, or "chips," are essential for processing and storing data in electronic devices. Once niche products, chips have become crucial in AI, quantum computing, and the Internet of Things, making them a key industrial commodity. In May Indonesian Economic Affairs Minister Airlangga Hartanto announced Indonesia's plan to develop its own semiconductor ecosystem as part of its Golden Indonesia 2045 vision. Like oil, chips are now central to geopolitical competition, impacting global supply chains and security. Explore more: https://lnkd.in/gBkw5MXn #semiconductor #GoldenIndonesia2045 #Globalsupplychains #Globalsecurity #DeepDive

Quantum Technology Launches New Series! We will keep you updated about industry latest news. 🔍 Vietnam is in talks with global chip firms to set up its first semiconductor production facility! Discussions include key players like GlobalFoundries and Taiwan's PSMC. Despite concerns on costs, Vietnam aims to specialize in telecom and vehicle chips, solidifying its role in the semiconductor supply chain. 🤝 US-Vietnam collaboration, emphasized by President Biden, strengthens Vietnam's position as a key player in global semiconductor dynamics. Industry experts advise cautious consideration of subsidies, highlighting potential challenges in the $50 billion fab construction. Stay tuned for updates! #QuantumTechnology #SemiconductorNews