Policy / Regulation

  • The U.S. Commerce Department has voided a prior $7.4 billion semiconductor research grant scheme (Natcast), citing procedural irregularities, and handed operational control to NIST.

  • The DOJ is signaling increased antitrust scrutiny of AI / chip sector deals under the Trump administration’s AI agenda.

Fabs / Manufacturing / Supply Chain

  • TSMC and chip‑design software firms are using AI to optimize energy efficiency in chip layouts and reduce power consumption.

  • E&R announced the launch of a U.S. subsidiary to strengthen its North American semiconductor presence.

  • In Arizona, TSMC’s U.S. fab cluster continues to expand, including plans for 3 nm / 2 nm production in future phases.

Earnings / Investment / Funding / M&A

  • Intel is reportedly in early talks to seek investment from Apple as it pursues further capital to fuel its turnaround.

  • Nvidia’s $5 billion stake in Intel (≈4 %) continues to reverberate across the industry, seen as a strategic AI‑era realignment.

Workforce / Education

  • UC San Diego was awarded nearly $1 million via NSF to launch a semiconductor workforce training program, addressing an expected shortage of 115,000 skilled workers by 2030.

  • Portland Community College (PCC) is collaborating with Lam Research to roll out semiconductor technician training in Oregon.

  • A new partnership was announced to empower K–12 / teacher leaders in microelectronics and semiconductor education.

Sources

Reply

or to participate

Keep Reading

No posts found