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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. In August 2022, the CHIPS and Science Act appropriated over…

June 2022

Re-Shoring Advanced Packaging
Innovation, Supply Chain Security, and Semiconductor Industry Leadership

March 2022

The Other AI Hardware Problem
What TSMC means for AI Compute

December 2021

No Permits, No Fabs
How to Make it Easier to Build Semiconductor Factories

November 2021

September 2021

Mapping U.S. Chip Company Exposure to China
Calculating US Semiconductor Firm Dependence on, and Presence in, China.

July 2021

June 2021

How to Spend $39 Billion
Most CHIPS Act funds are already spent, we just don't realize it

May 2021

From Cyclotrons to Stockpiling: Mitigating Semiconductor Supply Chain Risks
Part 2 of a series focused on supply chains.
From TSMC to Tungsten: Semiconductor Supply Chain Risks
Part one of a two-part series on supply chains

April 2021

How to Think About the Automotive Chip Shortage
And why everyone should be watching Malaysia's monthly trade statistics
Reviewing a Month of Big Deals in the Chip Industry
IntelFoundry, the M1, AMAT M&A, NSCAI recs, and Supply Chain Re-shoring
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