Semi-Literate

Betting the House: Leveraging the CHIPS Act to Increase U.S. Microelectronics Supply Chain Resilience

Welcome to Semi-Literate, a guide to the chip industry through the lens of public policy.

Jan 31, 2023

5

June 2022

Re-Shoring Advanced Packaging

Innovation, Supply Chain Security, and Semiconductor Industry Leadership

Jun 11, 2022

7

March 2022

The Other AI Hardware Problem

What TSMC means for AI Compute

Mar 12, 2022

9

December 2021

No Permits, No Fabs

How to Make it Easier to Build Semiconductor Factories

Dec 28, 2021

8

November 2021

September 2021

Mapping U.S. Chip Company Exposure to China

Calculating US Semiconductor Firm Dependence on, and Presence in, China.

Sep 19, 2021

3

July 2021

Spotting the Next Big Thing in Semiconductors

Welcome to SemiLiterate, a guide to the chip industry through the lens of public policy.

Jul 24, 2021

9

June 2021

How to Spend $39 Billion

Most CHIPS Act funds are already spent, we just don't realize it

Jun 13, 2021

5

May 2021

From Cyclotrons to Stockpiling: Mitigating Semiconductor Supply Chain Risks

Part 2 of a series focused on supply chains.

May 23, 2021

1

From TSMC to Tungsten: Semiconductor Supply Chain Risks

Part one of a two-part series on supply chains

May 3, 2021

6

April 2021

How to Think About the Automotive Chip Shortage

And why everyone should be watching Malaysia's monthly trade statistics

Apr 11, 2021

4

Reviewing a Month of Big Deals in the Chip Industry

IntelFoundry, the M1, AMAT M&A, NSCAI recs, and Supply Chain Re-shoring

Apr 4, 2021

2