The cost of America’s ban on Chinese chips 

The advice “dig two graves, before you set out” applies to anyone bent on revenge. An old aphorism is hardly going to divert the US from its mission to restrict Chinese access to its world-beating technology, slowing the progress of its rival towards self-sufficiency in high-performance chips.However, American policymakers are unlikely to have fully appreciated the corollary of splitting the world semiconductor supply chain in two: far higher costs for western manufacturers and their customers.

Source: Lex in-depth: the cost of America’s ban on Chinese chips | Financial Times

U.S. Suppliers Halt Operations at Top Chinese Memory Chip Maker 

China’s memory-chip industry is already facing a shortage of U.S. parts and labor. The Wall Street Journal reports that some of America’s leading chip-equipment manufacturers are pulling workers from China’s largest chip maker because of new restrictions on semiconductor exports.

Source: U.S. Suppliers Halt Operations at Top Chinese Memory Chip Maker | SupplyChainBrain

US chip ban most punitive move yet against China

When Nancy Pelosi traveled to Taiwan in August, it made front-page news around the world and raised the specter of all-out war between the US and China. Early in October, the Biden administration made a far more decisive move against China – but it barely made the news in Australia. Biden decided to unequivocally sever China’s access to high-end computer chips, also known as semiconductors.

Source: US chip ban most punitive move yet against China – Asia Times

U.S. Chip Sanctions ‘Put Temporary Checkmate on China’ 

Based on the Cold War-era Wassenaar Arrangement, including more than 40 nations, the latest U.S. regulations ban exports of Nvidia and AMD GPUs destined for supercomputers in China, as well as sales of chipmaking tools and design software. Brett Simpson (Source: Arete Research) For now, the U.S. export rules have probably stymied the advancement of China’s chip industry, Brett Simpson, senior analyst at Arete Research, told EE Times.

Source: U.S. Chip Sanctions ‘Put Temporary Checkmate on China’ – EE Times

Intel Ignite taps Boston to launch first U.S startup accelerator next month

After graduating close to 100 deep-tech startups from its outposts in Israel and Germany, Intel Corp. is bringing its 12-week accelerator program Intel Ignite to Kendall Square. Tzahi Weisfeld, the Tel Aviv-based general manager of Intel Ignite, said that the ten startups who’ll be in the first Boston batch will be announced in the coming days. Serial entrepreneur Mark Castleman will be managing the hybrid program, slated to start in November.

Source: Intel Ignite taps Boston to launch first U.S startup accelerator next month – Boston Business Journal

The Resurgence of U.S. Semiconductor Fabs 

Leading-edge semiconductor fabs haven’t been built in the U.S. for a while but that’s about to change. Let’s look at how and where those changes will take place. It is certainly worth reviewing such information because these fabs will be driving the matching advanced packaging that will also be installed on shore. If there is anything that IFTLE is sure about it is that the US government now understands that it does us no good to manufacture 5nm chips in the US if we then have to ship them to Asia to get them packaged.

Source: IFTLE 535: The Resurgence of U.S. Semiconductor Fabs – 3D InCites

Examining What’s Behind SiC Market Growth 

Silicon carbide is more than a niche technology, and recent investments by manufacturers across the globe showcase the importance of this emerging semiconductor. With the enactment of the CHIPS and Science Act, a significant portion of funds is dedicated to increase manufacturing for emerging semiconductor technology, including SiC. With this recent boom in utilization, where is SiC heading in the years to come?

Source: Examining What’s Behind SiC Market Growth – EE Times

How to spot counterfeit electronic components

Counterfeits electronic components are Electronic components that are misleading as to the origin or quality relating to the parts. It is possible to counterfeit a certain electronic component and potentially infringe one’s trademark license rights. 

Counterfeit parts often have inferior specifications and quality. They may be a hazard in a critical system such as an aircraft navigation and life support equipment or space vehicle. The sale in consumer markets of electronic components making it easier for counterfeiters to integrate inferior and counterfeit goods into the market. 

Source: How to spot counterfeit electronic components | Latest Articles, Top Articles News

Rochester Electronics Finalizes Purchase of Hentec/RPS Odyssey 1325 Lead Tinning System

Odyssey 1325 provides high reliability BGA alloy exchange and component re-finishing capabilities.

Hentec Industries/RPS Automation is pleased to announce that Rochester Electronics has finalized the purchase of a Hentec/RPS Odyssey 1325 robotic hot solder dip component lead tinning machine. The Odyssey 1325 is a MIL spec complaint high-volume, high-mix component lead tinning machine equipped with auto load/unload functionality and is capable of processing dual solder alloys. Designed to tin component leads for re- conditioning, gold removal and re-tinning applications, including high reliability and military applications including DIP, SIP, QFP, BGA, axial and radial components as well as BGA de-balling. The Odyssey 1325 complies with all applicable GEIA-STD-006, MIL-PRF-38535, MIL-PRF- 38524E and ANSI-J-STD-002 standards.

Source: Rochester Electronics Finalizes Purchase of Hentec/RPS Odyssey 1325 Lead Tinning System – Electronics Manufacturing News

Chip sales to slow further on global recession concerns 

Chip sales are set to cool more than previously expected as the global economy struggles under the weight of rapid interest rate increases and rising geopolitical risks, fueling fears of a recession. World Semiconductor Trade Statistics (WSTS), a non-profit body that tracks shipments, lowered its market outlook to 13.9 percent growth this year from 16.3 percent. For next year, it sees chip sales rising just 4.6 percent, the weakest pace since 2019.

Source: Chip sales to slow further on global recession concerns – Taipei Times

Global Semiconductor Sales Increase 13.3% in Q2 2022 Compared to Q2 2021

The Semiconductor Industry Association (SIA) announced worldwide sales of semiconductors totaled $152.5 billion during the second quarter of 2022, an increase of 13.3% over the second quarter of 2021 and 0.5% more than the first quarter of 2022. Global sales for the month of June 2022 were $50.8 billion, a decrease of 1.9% compared to the previous month. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

Source: Global Semiconductor Sales Increase 13.3% in Q2 2022 Compared to Q2 2021

Micron to Invest $40B in U.S. with Passage of CHIPS Act

Micron, the world’s third–largest memory chipmaker, said today it plans to invest $40 billion in expansion in the United States with the passage of the U.S. CHIPS and Science Act.

“CHIPS” stands for “Creating Helpful Incentives to Produce Semiconductors,” but the act goes beyond computer components.

U.S. President Joe Biden is expected to sign the act today, which will provide about $52 billion in subsidies and research grants to semiconductor companies that invest in the nation and limit their expansion in China.

Source: Micron to Invest $40B in U.S. with Passage of CHIPS Act