ADVISORY ALERT on CHIPS Act Featuring Washington DC Professionals Hon. Bonnie Glick and Mr. Madison Smith

San Diego, CA, August 19, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information to chip fabricators and material suppliers — just completed their 3rd Quarter CMC Advisory Alert Meeting focused on the US CHIPS Act and the future of materials supply. This virtual event of over 150 attendees, featured the Honorable Bonnie Glick, Director of the Krach Institute for Tech Diplomacy, and Madison Smith, Principal, Washington…

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US CHIPS ACT Now Approved by President Biden – What’s Next?

US CHIPS ACT Now Approved by President Biden – What’s Next? San Diego, CA, August 9, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information— announced that today President Biden signed the long-awaited CHIPs Act into law. So, “what’s next” for the US semiconductor industry? Pres. Biden signs CHIPS Act, from news feed from US News 8/9/2022 The US CHIPS Act will attempt to level the playing…

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2022 Semiconductor Materials Outlook

Supply chain limited by Russia / US CHIPS Act a game changer San Diego, CA, July 6, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information— is forecasting semiconductor manufacturing materials to top US$65 B for 2022, a healthy 8% above 2021. “Semiconductor demand has remained strong through the first part of the year and average selling prices for materials are trending upwards,” cited Lita Shon-Roy, TECHCET’s…

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Germanium Can Take Transistors Where Silicon Can’t

Nearly 70 years ago, two physicists at Bell Telephone Laboratories—John Bardeen and Walter Brattain—pressed two thin gold contacts into a slab of germanium and made a third contact on the bottom of the slab. The flow of current through this configuration could be used to turn a small signal into a larger one. The result was the first transistor—the amplifier and switch that was, arguably, the greatest invention of…

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China’s SMIC eyes S. Korea’s Dongbu HiTek

October 25, 2016: China-based Semiconductor Manufacturing International Corp. is seeking to buy South Korea’s only foundry chipmaker Dongbu HiTek Co., industry sources said Monday, a move that is expected to bring changes to the intensely competitive market. “Dongbu HiTek has not held an open bidding (since December), and is seeking a private contract,” an official from the Korea Development Bank said. “The company is currently negotiating with SMIC, which…

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Veeco Announces Reduction in ALD Technology Investments

Veeco Announces Reduction in ALD Technology Investments and Guides Third Quarter 2016 Revenue to High End of Guidance Range PLAINVIEW, NY–(Marketwired – October 05, 2016) – Significantly reducing future investments in Atomic Layer Deposition (“ALD”) technology development ALD cost reductions expected to result in annualized savings of approximately $10 million Expecting to record pre-tax charges of between $56 and $62 million in Q3 2016, the vast majority of which…

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Nanya to invest NT$50 billion over next 2 years, says president

Taiwan-based DRAM maker Nanya Technology is looking to invest a total of NT$50 billion (US$1.6 billion) over the next two years to “enhance its product value rather than market share,” according to company president Pei-Ing Lee. Nanya will put its focus on new memory technologies including ReRAM and 3D XPoint, said Lee. Nanya recently issued a filing with the Taiwan Stock Exchange (TSE) disclosing a total of NT$343 million…

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Son of SoftBank to Invest $4.6 Bil. in Korea for Next 10 Years

Son Jeong-ui (or Masayoshi Son), chairman of SoftBank in Japan, will invest up to 5 trillion won (US$4.55 billion) in Korea for the next ten years. He is reportedly interested in making a large-scale investment in non-memory semiconductor chips so that he could propose a partnership model between Korea and Japan in the Internet-of-Things area. Mr. Son discussed his plans with President Park Geun-hye at Cheongwadae (Presidential Palace) on…

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Qualcomm in Talks to Acquire NXP Semiconductors

Qualcomm Inc. is in talks to acquire NXP Semiconductors NV, a deal that likely would cost more than $30 billion and accelerate a consolidation rush in the semiconductor industry. The companies could strike an agreement in the next two to three months, according to people familiar with the matter. As always, it is possible there won’t be one, and some of the people said Qualcomm is simultaneously exploring other…

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450mm And Other Emergency Measures

Talk about boosting wafer sizes from 300mm to 450mm has been creeping back into presentations and discussions at conferences over the past couple months. Earlier this year, discussions focused on panel-level packaging. These are basically similar approaches to the same problem, which is that wafers need to be larger to reap efficiencies out of device scaling. Whether either of these approaches ever materializes is questionable. The cost of developing…

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