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India and Malaysia both eying bigger slice of semiconductor industry

India says it can become the world's largest semiconductor manufacturing location in the next 4-5 years, "if you have the right ecosystem in place", according to Ashwini Vaishnaw, Minister of India's Electronics and Information Technology Union. “We know for sure that...

Japan and U.K. deepen bilateral ties with new defense and tech pact

Britain and Japan have upgraded bilateral ties to an “enhanced” global strategic partnership after agreeing on a “landmark” deal to step up defense, trade and technology cooperation. Rishi Sunak announced £18 billion ($22.5 billion) of new investment by Japanese...

Reshoring gains momentum amid worsening geo-tensions

“We’re not looking to decouple from China. We’re looking to de-risk and diversify our relationship with China,” President Biden clarified before his departure after attending last week's three three-day summit with other G7 leaders in Hiroshima, Japan. Biden announced...

Taiwan placed at epicentre of US and China conflict

Tensions between the US and China are heightening in what is being described as the global battleground for semiconductors. According to The Guardian, the burgeoning conflict between the two nations can be seen in many areas but is most apparent in the semiconductor...

Chip market – Covid halves capacity in 3 months

Apr 15, 2020
Silicon wafer

A new report by GlobalData, a leading data and analytics company, claims there’s been a 50% cut in semiconductor operating capacity in the space of three months.

At the same time, the global supply chain has stalled, exacerbated by COVID-19-related border checks that could last for months.

David Bicknell, principal analyst at GlobalData, says, “The COVID-19 pandemic will shrink worldwide end-user demand for everyday products powered by semiconductors,” he said in an article published in Electronics Products and Technology.

On the supply side, the manufacturing operations of China-based dynamic random access memory (DRAM) and flash memory plants have been largely unaffected, as highly automated semiconductor fabrication plants need little manpower, reports the article.

“The captive semiconductor operations of Apple, Huawei, Google, Amazon, and Alibaba, remains long-term, up to five years ahead, and designers can use cloud-based services,” Bicknell concludes. “By then, China’s currently weak semiconductor industry will have grown to become a challenging competitor for the US.”