How to Make it Easier to Build Semiconductor Factories
BLUF: The chip industry is a hot topic these days and is garnering lots of main stream coverage. This post summarizes 5 under-covered news stories…
Calculating US Semiconductor Firm Dependence on, and Presence in, China.
Welcome to SemiLiterate, a guide to the chip industry through the lens of public policy. BLUF: this post describes strategies for identifying emerging…
Most CHIPS Act funds are already spent, we just don't realize it
Part 2 of a series focused on supply chains.
Part one of a two-part series on supply chains
And why everyone should be watching Malaysia's monthly trade statistics
IntelFoundry, the M1, AMAT M&A, NSCAI recs, and Supply Chain Re-shoring
The CIA's VC arm makes the case to invest in microelectronics.
How to balance US and Chinese chip industry interdependence
With an eye toward China, overdue help for the US semiconductor industry arrives