Apple is planning to build a 98,400-square-foot semiconductor design center in Munich, Germany, part of a 1 billion euro ($1.2 billion) investment to create customized chips for 5G mobile devices and other wireless technologies in Germany. The company plans to move into the facility in late 2022. Munich is a regional hub for chip development and home to Apple partner Infineon Technologies and the Fraunhofer Group for Microelectronics, a major European semiconductor-based technology research institute. Continue reading Apple Reveals Plan to Build a Chip Design Center in Germany

As part of a $2 trillion recovery package, the European Union is investing $150+ billion in “Digital Compass” to boost advanced technologies and narrow the gap with the U.S. and Asia. One goal is to produce at least 20 percent of the world’s semiconductors by 2030. In 2020, said the European Commission, the EU produced 10 percent. In 2019, the EU debuted a public-private cloud-computing project, Gaia-X to increase self-reliance and, in 2017, the European Battery Alliance to develop electricity-storage technologies. Continue reading European Union Earmarks $150 Billion for New Tech Initiatives

China has a five-year plan to dominate the semiconductor industry by building up the domestic industry while fending off U.S. blacklists. The details of the plan won’t be released for a long time, but clues have been dropped by government officials, think tanks and official publications. Over the next five years, China plans to make do with existing semiconductors while it focuses on third generation chipmaking, a nascent field that no one yet dominates, by creating local companies for relevant software and hardware. Continue reading China’s Five-Year Plan to Build Domestic Chip Manufacturing

President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain

Qualcomm chief executive Cristiano Amon has announced a serious shortage of semiconductor chips impacting a range of industries. In the early days of the COVID-19 pandemic, manufacturers of electronics and vehicles first drastically cut back their demand for chips but then reversed course and demand skyrocketed. Amon is just one of several industry leaders warning of the shortages and highlighting manufacturers’ reliance on outsourcing chip production to companies such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics. Continue reading Chip Shortage Affects Electronics, Gaming, Vehicles, Aviation

Samsung Electronics may build an up-to-$17 billion chip manufacturing plant in Arizona, Texas or New York, according to sources, and is reportedly scouting two locations in the Phoenix area, two locations in the Austin vicinity and an industrial campus in New York’s Genesee County. The decision to build in the U.S. hinges on the availability of federal government incentives to balance out cheaper costs and government incentives elsewhere. Samsung’s plant would employ up to 1,900 people and open by October 2022. Continue reading Samsung Looking to Launch Chip Manufacturing Plant in U.S.

In light of the U.S. ban on selling chips and chipmaking technology to China, that country has raised $38 billion so far this year with the goal of achieving self-sufficiency. According to S&P Global Market Intelligence, that number — achieved through public offerings, private placements and asset sales — is “more than double” the total raised in 2019. Corporate registration tracker Tianyancha stated that 50,000+ Chinese businesses related to semiconductors registered this year, four times the total five years ago. Meanwhile, Seoul-based Samsung is investing heavily in its own next-generation chip business, ramping up competition in the semiconductor sector. Continue reading Global Competition Ramps Up in the Semiconductor Industry

Apple unveiled a new M1 microchip, designed in-house, which chief executive Tim Cook said is “by far the most powerful chip that we have ever created.” Aimed at offering faster performance and longer battery life, the company said that the M1 integrated into the new super-thin MacBook Air (priced starting at $999) will run 3.5 times faster than the past generation. Without a fan, the device will run silently. The M1 will also be installed in a 13-inch MacBook Pro, starting at $1,299, and the Mac mini, starting at $699. Continue reading The New Mac Lineup Touts Apple’s Own Powerful M1 Chips

Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips

In anticipation of the Trump administration’s sanctions, Huawei Technologies spent months stockpiling critical radio chips so Chinese carriers could continue to roll out 5G, through at least 2021. In late 2019, its partner Taiwan Semiconductor Manufacturing (TSMC) boosted production of Huawei’s 7nm Tiangang communication chips, used in 5G base stations, shipping more than two million of them ahead of sanctions taking effect. Under these conditions, Huawei unveiled its new Mate 40 series smartphones. Continue reading Huawei Produces 5G Base Stations, Phones Despite U.S. Ban

If Nvidia acquires Arm Ltd. in the next few weeks, which many experts predict will happen, the company may be in the position to dominate the next computing ecosystem. Jefferies semiconductor analyst Mark Lipacis notes that, the computer industry goes through a “strategic inflection point” every 15 years, with research showing that dominant players in each era account for 80 percent of the profits. Different ecosystems are the result of “multi-pronged” strategy by those companies that come out on top. Continue reading Nvidia Purchase of Arm Signals Inflection Point in Computing

Although Intel posted stronger earnings in Q2, largely due to the remote working environment created by COVID-19, the company revealed a now 12-month delay in producing 7-nanometer chips that are the foundation of future CPUs. With the news, Intel’s shares dropped in after-hours trading. The company faces competition from rival AMD and is expected to lose about 3 percent in revenue when Apple switches to its own chips. Intel chief executive Bob Swan broached the idea of continuing to design chips but outsourcing their production. Continue reading Intel Further Delays 7-Nano Chips and Considers Outsourcing

The U.S. banned use of Huawei Technologies’ 5G gear to slow down China’s dominance in the arena, and yesterday the FCC designated Huawei and ZTE as national security threats. Meanwhile, U.S. ally Japan is trying to avoid conflict with both countries, while purchasing 500,000+ Huawei 5G base stations at a cost of $150 billion to install throughout the country by the end of 2020. Japanese companies such as Murata Manufacturing also purvey 5G components to global tech companies, including those in China. Murata Manufacturing chair Tsuneo Murata noted that 5G is “a very promising market for our parts.” Continue reading China Trades with U.S. Ally Japan as 5G War Gathers Speed

At its Worldwide Developers Conference (WWDC) this week, Apple revealed that after years of development, it’s ready to replace Intel’s chips with its own custom-made ARM processors. Apple will be able to customize its circuitry for AI, 3D image rendering and other specific uses, with a focus on powerful, energy-efficient processors. The company expects its migration to silicon to take about two years, with its first ARM-based Macs shipping later this year. It will continue to ship Intel-based Macs in the short term and says it plans years of support for Macs with Intel processors. Continue reading Apple Confirms Transition From Intel Chips to Its Own Design

When the U.S. Commerce Department banned chipmakers that use U.S. technology from supplying their products to Huawei, it crippled the Chinese company’s ability to build out 5G networks. Specifically, all semiconductor manufacturers use U.S. technology to build components integrated into 5G base stations. Research firm EJL Wireless Research did a teardown of a 2019 Huawei base station and determined the ban will impact “dozens of critical components.” Huawei said its 5G launches and operations will be disrupted by the ban. Continue reading Commerce Department Tech Ban Checks Huawei’s 5G Plans