Microchips, semiconductors-- and related industrial policy

[Crafty_Dog]

As a matter of policy, IMHO he has flipped from the right POV to the wrong one.

[Crafty_Dog]

The House passed the Building Chips in America Act of 2023, which would exempt some semiconductor manufacturing projects in the U.S. from federal permitting requirements. The bill is now headed to President Biden’s desk. (Permitting requirements have also held up other Biden administration priorities like green energy projects. However, Congress and the White House are likely moving to speed up chip production projects in anticipation of supply chain disruptions in the Indo-Pacific. – R.C.)

[Crafty_Dog]

Taiwan’s Semiconductor Manufacturing Company (TSMC) announced a new memorandum of understanding with Amkor to “bring advanced packaging and test capabilities to Arizona, further expanding the region’s semiconductor ecosystem.” (This move will shore up semiconductor supply chain security with local testing and packaging. However, it also increases Arizona’s value as a target for gray zone warfare. – J.V.)

[Crafty_Dog]

https://mexiconewsdaily.com/business/foxconn-nvidia-mexico-superchip-plant/?utm_source=newsletter_paid

[Crafty_Dog]

Reps. John Moolenaar (R-MI) and Raja Krishnamoorthi (D-MI) urged Commerce Secretary Gina Raimondo to block sales of advanced semiconductor equipment to suppliers of Chinese firm Huawei. Moolenaar and Krishnamoorthi said Chinese companies Pengxinxu, SwaySure Technology, Qingdao Si’En and “potentially many others” are part of a “clandestine network” of Huawei suppliers. U.S. chip equipment companies said unilateral restrictions would devastate American industry while allowing foreign competitors to gain ground in China.

[Crafty_Dog]

https://www.msn.com/en-us/news/world/taiwan-s-tsmc-stops-shipments-to-client-after-chips-sent-to-huawei/ar-AA1sPjk3?ocid=msedgntp&pc=HCTS&cvid=d4561836eb5f4422b03b145f023a9360&ei=23

[Crafty_Dog]

Taiwan Semiconductor Manufacturing Co. (TSMC) achieved early production yields at its first plant in Arizona that surpassed yields of similar factories in Taiwan, a major accomplishment in American semiconductor manufacturing. According to a TSMC spokesman, the plant will begin volume production in 2025.