Trump's chip tariffs may lead to even more overseas manufacturing to offset costs, not creating self-sufficiency; the US should focus on China's chip subsidies
A component levy on foreign-made semiconductors would function as a major tax increase on electronics sold in America
Israel compromising Hezbollah pagers shows the West must take hardware security more seriously, especially as most electronics manufacturing has shifted to Asia
Chris Miller / Financial Times :
How US safeguards on the Microsoft-G42 deal, aiming to protect critical data center and AI infrastructure, could shape future international data center projects
one they are racing to control” https://www.ft.com/...
China's chipmakers are ramping up production capacity, helped by the country's subsidies, raising concerns among western nations about China flooding the market
Chris Miller / Financial Times :
SMIC used DUV lithography, not EUV, for its 7nm chip, which isn't a breakthrough but does show progress and reaffirms China's commitment to domestic production
Chris Miller / Financial Times : Mastodon: @valeg@mastodon.social . X: @soft_fox_lad , @crmiller1 , and @fletcherschool . Forums: Beehaw Mastodon: Monsieur Valentine / @valeg@mast...
Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the complex iPhone components and assembly, driving production to near zero
Chris Miller / The Atlantic :
Analysts and sources detail improving iPhone output in China despite COVID-19 issues; Foxconn's main Zhengzhou iPhone facility is now operating at ~70% capacity
Main Foxconn facility recovers to about 70% of capacity and wait times for iPhone Pro models shorten
TSMC begins mass producing 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also promises to build 2nm plants in Taiwan
Taiwan Semiconductor Manufacturing Co. kicked off mass production of next-generation chips Thursday, ensuring the island remains …
Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero
Long before it reached your home, even before its tiny components were pieced together in an assembly plant …