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The US government offers incentives to attract chipmakers back to the country. Samsung forms a team to enhance AI chip manufacturing. TrendForce predicts a 200% HBM demand growth in 2025. TSMC changes plans to make advanced chips in the US. Chip companies invest $327 billion in the US. Huawei-led consortium aims to develop HBM2 memory chips in China. US chip production is projected to triple by 2032, increasing global market share to 14%.
US chipmaking capacity is set to triple by 2032, taking the US share of the industry up to 14% from 10% currently, according to projections from the Semiconductor Industry Association https://t.co/Vq37Er0jiB
"Recently, the Chinese govt & chipmakers have been working together to produce high-bandwidth memory #chips, a crucial component in graphic processing units...W/the backing of the govt, the consortium led by #Huawei aims to produce HBM2 by 2026" https://t.co/PiBkjkD6p4
SIA and Boston Consulting Group: the US will triple its domestic chip manufacturing capacity by 2032, boosting its global chip making share to 14% from 10% now (@maddiengo / New York Times) https://t.co/FFBII1ccqY 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/PeYVJCoFF9
US chip production is poised to explode in coming years, helping ease a risky dependency on East Asia, according to a projection by an industry group https://t.co/1OzSOFHbFo
China will make just 2% of most advanced chips by 2032, report says https://t.co/DkkTuEth0B
China could have HBM2 memory chips by 2026, as a Huawei-led consortium is working with the government to develop the AI memory chips, media report, with Beijing providing “enormous funding for the project”. Pundits noted HBM2 is far behind today’s market leaders and it will be…
Desperation reaches the sky No more Intel CPU chips for Huawei laptops! No more Qualcomm chips for Huawei smartphones! “Containing China” supersedes free market ideology in America. But Huawei will have its own CPU and even OS (to replace Microsoft). US losing the ability to… https://t.co/uWXOsPbpAb
“The move comes amid US alarm at Huawei’s ability to develop advanced chips despite sweeping export controls introduced in 2022” how many fabs has Huawei built and filled with us equipment since those controls were introduced? https://t.co/KRx941KNEO
Chip companies & supply chain partners have announced investments totalling $327 billion over the next 10 years in the US, per FT. Commerce Secretary Raimondo notes that by 2030, the US will probably produce around 20% of the world’s most advanced chips, up from zero today.
TrendForce: HBM demand will grow 200% this year, and double again in 2025, with prices to rise 5%-10% in 2025. HBM (high bandwidth memory), the main AI memory chip, already sells at prices several times higher than conventional DRAM, and 5-times that of DDR5 DRAM. Negotiations…
Samsung set up a dream team of engineers to win AI chip orders from Nvidia, media report, noting the 100-strong team has improved chip manufacturing yields and the quality of 8-layer and 12-layer HBM3E chips, and says the 12-layer version improves AI learning speed by 34% vs the…
An underappreciated success of the CHIPS Act: TSMC wasn't planning to build its most advanced chips in the U.S., but now it has changed its mind, and will make them here after all. https://t.co/UiFVtFfAFZ https://t.co/zK9sPZ3ZHt
Extraordinary U.S. government incentives are proving popular with many large chipmakers, but it is too early to tell how much of the semiconductor industry can be lured back to the United States. Get the latest: https://t.co/XkEBFwoxiI