#Semicon
Reminds of the guy who wanted apple to spin up a stateside vertical semicon supply chain in 18 months.
July 26, 2026 at 12:51 AM
Uma das questões que sempre é feita para nós, é “o que falta de Programas Federais para apoio real à indústria de SemiCon”?

Por Adão Villaverde
Semicondutores: qual deve ser a estratégia do Brasil para se incorporar na cadeia produtiiva global?
Uma das questões que sempre é feita para nós, é “o que falta de Programas Federais para apoio real à indústria de SemiCon”?
revistaforum.com.br
May 18, 2025 at 2:27 PM
Important point from Aslak.

Broad-on-all-countries-tariffs are legally off the table for now but team Trump has ways to wage trade wars against specific countries (hello EU) and sectors (pharma cars semicon etc).
And in terms of burden of evidence, US courts will likely show a great deal of deference to the executive branch on this. So if Trump wants a trade war with the EU (and with China), he can still have one.
May 29, 2025 at 6:17 AM
Its extraordinarily stupid because we just spent an entire decade shifting our packaging chain from China to Vietnam and dumbfuck MAGAts think we can shift that same chain to Arizona in 2yrs

The last major at scale semicon packaging chain the US had left in the 90s WHAT are we DOING man smhsmhsmh
July 3, 2025 at 12:38 AM
Vietnam’s quiet march up the semicon value chain via Nikkei Asia - an interplay of talent and affordability #econsky

asia.nikkei.com/Spotlight/Th...
August 14, 2024 at 3:19 AM
Noorwegen maakte ooit een sovereign wealth fund uit olie opbrengsten. Zuid Korea doet nu hetzelfde met de opbrengsten uit halfgeleiders. Semicon is het nieuwe olie, LLM’s zijn de auto’s
July 5, 2026 at 4:54 PM
Interesting set of semicon earnings this week.

ASML beat expectations but is unsure whether it can grow in 2026, the stock got slammed.

ASML’s sister TSMC crushed earnings and popped.
July 17, 2025 at 7:48 AM
Auf der Halbleitermesse Semicon in Taiwan hat Sachsens Wirtschaftsminister die Werbetrommel für Silicon Saxony gerührt. Einen Erfolg gibt es zu vermelden. #Halbleiterindustrie
Sachsen setzt auf "Strahlkraft" durch Ansiedlung von TSMC
Auf der Halbleitermesse Semicon in Taiwan hat Sachsens Wirtschaftsminister die Werbetrommel für Silicon Saxony gerührt. Einen Erfolg gibt es zu vermelden.
www.heise.de
September 17, 2025 at 5:36 AM
We’ve got the talent. The research. The raw materials. What we need now is a vision for a national strategy.
#SupplyChain #TechPolicy #Semiconductors #Canada
thelogic.co/news/semicon...
North America’s chip supply chain needs Canada, whatever Trump says - The Logic
Hardware executives say Ottawa should play to the country’s semiconductor manufacturing strengths in response to growing ‘America first’ rhetoric
thelogic.co
May 23, 2025 at 4:19 PM
Well taken point on Belgium-based IMEC, only a 100km from ASML.

The public transport connections between the two, however, are dreadful.

In my ideal world we lay the infrastructure there for a large integrated semicon cluster where talent can commute between Brussels Leuven Eindhoven
EU could demand EU funds only goes to Arm based or risc-v, and Linux from EU.
Also we have IMEC, which is world-leading.
EU should copy China on policies, where it makes sense.
EU should be able to utilize these factors to grow our part in the tech industry & reduce reliance.
January 23, 2025 at 10:45 AM
Semicondutores: qual deve ser a estratégia do Brasil para se incorporar na cadeia produtiva global?
Uma das questões que sempre é feita para nós, é “o que falta de Programas Federais para apoio real à indústria de SemiCon”?
#Resistencia2510Dias
Siga nosso BlueSky DilmaResiste
Semicondutores: qual deve ser a estratégia do Brasil para se incorporar na cadeia produtiva global?
Uma das questões que sempre é feita para nós, é “o que falta de Programas Federais para apoio real à indústria de SemiCon”?
revistaforum.com.br
May 19, 2025 at 12:03 AM
Modi inaugura produção comercial em fábrica de semicondutores em Gujarat

Unidade da Suchi Semicon em Surat terá capacidade para produzir mais de 1 bilhão de chips por ano e reforça plano indiano para o setor...
Modi inaugura produção comercial em fábrica de semicondutores em Gujarat
Unidade da Suchi Semicon em Surat terá capacidade para produzir mais de 1 bilhão de chips por ano e reforça plano indiano para o setor
www.brasil247.com
September 18, 2026 at 2:25 PM
worth noting about this, Samsung is a semicon fab, of course Samsung is going to say "yeah this shortage is going to last a long time" because they make an ungodly amount of money
this RAM crisis feels like it’s going to ruin consumer electronics over the next decade. Bloomberg reports that Sony is considering pushing the PS6 release to 2028 or even 2029 www.bloomberg.com/news/article...
February 17, 2026 at 5:22 AM
True. I enjoy remembering a few years ago the fearmongering around how China wanted to invade Taiwan to steal their semiconductor industry and China was like “check it out, what if we built our own semicon industry”
June 9, 2026 at 3:28 PM
You seeing this shit? @docrevan.bsky.social, @thetecheng.bsky.social.

Elon wants tesla to build a semicon fab. God this is gonna crash and burn so spectacularly.

The one vertical everyone knows to leave to the professionals.

"it's hard, but Tesla does hard stuff, so no big deal". this'll be good.
January 28, 2026 at 11:36 PM
Vietnam and the Netherlands have been strong partners for many years. Besides our close trade ties and strategic cooperation on sustainable agriculture, water and climate adaptation, we want to further deepen our collaboration in areas like high-tech and semicon.
August 11, 2026 at 12:13 PM
*posted on the Internet with their GPS enabled device built on gov-funded semicon research*
July 18, 2026 at 2:02 PM
It is. Explaining semi conductors without invoking magic is possible... but hard: en.wikipedia.org/wiki/Semicon...
Semiconductor - Wikipedia
en.wikipedia.org
January 18, 2025 at 11:33 PM
There also a homegrown reason why Chinese invesment into the EU has collapsed.

EU member-states now routinely block takeovers of high-tech and semicon firms by China.

Plus, China managed to buy a lot of the tech it needed, like robotics firm Kuka, in the EU 2010s garage sale.

6/
April 24, 2026 at 2:40 PM
Luckily semicon fabs are not small businesses
June 9, 2026 at 12:01 PM
Enquanto o ogro fechou a Ceitec

Chips brasileiros: o ambicioso plano para revolucionar a indústria nacional de semicondutores
revistaforum.com.br/ciencia-e-te...
Chips brasileiros: o ambicioso plano para revolucionar a indústria nacional de semicondutores
Câmara aprova o Brasil Semicon, programa de 50 anos que promete transformar a indústria de alta tecnologia
revistaforum.com.br
June 22, 2024 at 7:06 PM
Ook ASML en Tata Electronics hebben samen een verklaring ondertekend die een belangrijke stap is naar nauwere samenwerking op gebied van semicon.
May 16, 2026 at 7:55 PM
Morgen in #BetrouwbareBronnen. De 'Pax Silica' waarmee Amerika China wil confronteren, verdeel en heers in Europa opporren en hightech en 'semicon' vazallen aan zich binden. En Nederland als enige EU-lidstaat met de groten der aarde mee mag doen. 'Alleingang' van Den Haag ten koste van de EU?
December 15, 2025 at 5:50 PM
February 23, 2026 at 4:09 AM