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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.
Jan 31, 2023
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Betting the House: Leveraging the CHIPS Act to Increase U.S. Microelectronics Supply Chain Resilience
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June 2022
Re-Shoring Advanced Packaging
Innovation, Supply Chain Security, and Semiconductor Industry Leadership
Jun 11, 2022
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Re-Shoring Advanced Packaging
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March 2022
The Other AI Hardware Problem
What TSMC means for AI Compute
Mar 12, 2022
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The Other AI Hardware Problem
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December 2021
No Permits, No Fabs
How to Make it Easier to Build Semiconductor Factories
Dec 28, 2021
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No Permits, No Fabs
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November 2021
Five U.S-China Chip Stories
BLUF: The chip industry is a hot topic these days and is garnering lots of main stream coverage.
Nov 7, 2021
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Five U.S-China Chip Stories
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September 2021
Mapping U.S. Chip Company Exposure to China
Calculating US Semiconductor Firm Dependence on, and Presence in, China.
Sep 19, 2021
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Mapping U.S. Chip Company Exposure to China
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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
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Spotting the Next Big Thing in Semiconductors
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June 2021
How to Spend $39 Billion
Most CHIPS Act funds are already spent, we just don't realize it
Jun 13, 2021
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How to Spend $39 Billion
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May 2021
From Cyclotrons to Stockpiling: Mitigating Semiconductor Supply Chain Risks
Part 2 of a series focused on supply chains.
May 23, 2021
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From Cyclotrons to Stockpiling: Mitigating Semiconductor Supply Chain Risks
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From TSMC to Tungsten: Semiconductor Supply Chain Risks
Part one of a two-part series on supply chains
May 3, 2021
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From TSMC to Tungsten: Semiconductor Supply Chain Risks
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April 2021
How to Think About the Automotive Chip Shortage
And why everyone should be watching Malaysia's monthly trade statistics
Apr 11, 2021
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How to Think About the Automotive Chip Shortage
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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
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Reviewing a Month of Big Deals in the Chip Industry
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