Tag: Computer Chips

How the Computer Chip Shortage Could Incite a U.S. Conflict With China

Chin@Strategy

But Taiwan and its semiconductors are far more important to America’s economy than Ukraine is — meaning it would very likely be far more difficult for the United States to stay out of a conflict involving Taiwan. Taiwan accounts for half of the overall production of microchips that are critical to the functioning of mobile phones, consumer electronics, cars, military equipment and more. South Korea, the nearest competitor, has about 17 percent of the overall market. But Taiwanese chips are the smallest and fastest, and its foundries account for 92…

Biden Looks to Intel’s U.S. Investment to Buoy His China Agenda

Chin@Strategy

WASHINGTON — In celebrating a $20 billion investment by Intel in a new semiconductor plant in Ohio, President Biden sought on Friday to jump-start a stalled element of his economic and national security agenda: a huge federal investment in manufacturing, research and development in technologies that China is also seeking to dominate. With two other major legislative priorities sitting moribund in Congress — the Build Back Better Act and legislation to protect voting rights — Mr. Biden moved to press for another bill, and one that has significant bipartisan support.…

Intel apologizes over its statement on forced labor in Xinjiang.

Chin@Strategy

Intel apologized on Thursday after a letter in which the chip maker said it would avoid products and labor from Xinjiang set off an outcry on Chinese social media, making it the latest American company caught between the world’s two largest economies. The chip maker apologized to its Chinese customers, partners and the public in a Chinese-language statement on Weibo, the popular social media site. The company said that the letter, which had been sent to suppliers, was an effort at expressing its compliance with United States sanctions against Xinjiang,…

China’s Bullying Is Becoming a Danger to the World and Itself

Chin@Strategy

Indeed, TSMC and its South Korean rival Samsung have the only foundries in the world able to make the most advanced 5-nanometer chips, and TSMC is expected to begin next-generation 3-nanometer chips in 2022. The smaller the chip’s transistors, the more brain power you can pack onto it. China’s biggest chip maker, Semiconductor Manufacturing International Corporation, is not even close. It is mainly competing at 28 nanometers and just starting to produce some 14-nanometer chips. I recently spent time in Silicon Valley asking U.S. chip designers what is the secret…