Jess Brant’s Post

Only 2 days to go until the 3rd Annual The Global Chamber® Semiconductor Summit, held in collaboration with Thunderbird School of Global Management! Semiconductors are the backbone of modern society, driving technological advancements across industries. As we witness a rapid digital transformation, characterized by the growing reliance on #cloudcomputing, #artificialintelligence, and the #InternetofThings, it becomes imperative to understand how the semiconductor industry is shaping our future. Join us this Friday (02/23) as we engage with global leaders and participants, both in person and virtually, to discuss this critical industry. The event will be held at the Global Chamber HQ in #Phoenix, #Arizona, a hub for significant semiconductor activities involving companies like #TSMC, #Intel and others. This year's theme, "Global Opportunity," promises insights into market trends, #supplychain opportunities, and industry updates, with perspectives from the USA, Taiwan, South Korea, India, Japan, the Philippines, Vietnam, Mexico, Israel, and the EU. I will be presenting alongside esteemed speakers for the Korea segment, including Dr. Peter Wonsok Yun, Commissioner of the Incheon Free Economic Zone (인천경제자유구역 (Incheon Free Economic Zone)) and Dr. Sean Ryu, President of the Korea Innovation Center Washington DC. Along with #Samsung, the global leader in advanced semiconductor technology, the innovation propelled by many innovative S. Korean startups in developing cutting-edge semiconductors crucial for artificial intelligence applications is also noteworthy. Don't miss this opportunity to gain valuable global insights on semiconductors industry. WHEN: Friday, Feb 23rd in Phoenix, 2:45pm MT - 5:45pm (1:45pm PT / 9:45pm London) Saturday, February 24th in Manila 4:45am; Taipei 5:45am; Seoul + Tokyo 6:45am REGISTER: https://lnkd.in/emegj-zt Doug Bruhnke 🌎 Global Chamber®César Trabanco #semiconductorsummit #semiconductorindustry #semiconductormanufacturing #TSMC #Samsung #SKHynix #Intel #Toshiba #Chips #Semiconductor #Fabs #AMD #Arm #NVIDIA #startups #innovation #disruption #AIChips #globalopportunity

Tetsuro Higashi, the Chairman of Rapidus Corporation, conveys a message of optimism and strategic vision for Japan's semiconductor industry, despite acknowledging its current lag of up to two decades behind global leaders. His confidence, expressed at the Semicon Japan trade event, is rooted in the impending technological shift towards the gate-all-around transistor architecture, which he believes will level the playing field for new entrants like Rapidus. This shift to smaller, more efficient chip production under 2 nanometers represents a significant opportunity for Japan to close the gap with industry giants such as #TSMC and #Intel. The government's substantial investment in Rapidus, combined with the support of Japan's established machine and chemical supply companies, positions the country to capitalize on this transition. Higashi's vision extends beyond immediate technological advancements, aiming to inspire a new generation and rejuvenate Japan's role in the global semiconductor market, thereby infusing a sense of hope and anticipation for the future of Japan's tech industry. #japan #SEMICONJapan SEMI #semiconductor https://lnkd.in/dPtSDKT9

CHIP INDUSTRY HUB GROWS IN SOUTHWESTERN JAPAN WITH TSMC'S ARRIVAL If you find value in my daily industry news updates, I think you'll appreciate the insights on Moov Technologies Inc.'s website. To stay updated with industry shifts, check out the link in the comments. Kyushu's Semiconductor Surge: Japan's southwestern island, Kyushu, is emerging as a global semiconductor epicenter. Highlights: TSMC's 1 trillion yen ($6.7B) project in Kikuyo, signaling significant faith in the region. Major Japanese suppliers like Ebara and Tokyo Electron are ramping up investments. International players like ASML and Lam Research are expanding operations. Analysis: This sudden clustering suggests a strategic move by industry leaders. Kyushu's location, combined with Japan's tech-friendly infrastructure, makes it an ideal hub. Furthermore, by congregating, companies can optimize supply chains, collaborate more closely, and capitalize on shared resources and talent pools. Tokyo Electron's aspiration to double operations and Screen Holdings' training center underscore a long-term vision and investment in human capital. The move by giants like Sony and Rohm cements Kyushu's growing significance in the chip industry. This convergence will not only boost the local economy but also fortify Japan's global tech footprint. For stakeholders, this is a promising sign of robust industry growth and innovative collaborations ahead. Thanks to Nikkei Asia for providing this article for us to review, #semiconductorindustry #technology #computerchips

China's SMIC Rises as Global Chip Leader, Revolutionizing Tech #Chinesechipindustry #Chinesesemiconductorindustry #chipfoundry #chipmanufacturers #chipshortage #globalchipfoundrymarket #globaltechlandscape #researchanddevelopment #SemiconductorManufacturingInternationalCorporation #SMIC

#EUROPEAN COMMISSION OFFICIAL SEES $100 BLN IN PRIVATE #CHIP #INVESTMENT BY 2030 The European Chips Act is set to revolutionize the semiconductor industry in Europe, aiming to attract over €100 billion ($108.41 billion) in private investments by 2030. #ThomasSkordas, a European Commission official, highlighted this during a recent conference in Antwerp. This initiative, Europe's response to similar programs in the #US, #Japan, and #China, promises significant expansion in manufacturing capacity. Notable investments include plans from Intel Corporation and #TSMC to build plants in #Germany, exceeding €30 billion this year. The Commission is also finalizing a €2.5 billion grant for #R&D in advanced chip technology and planning additional funding for photonics development.

What's New to The Street... 🚀 Exciting news as Intel enters advanced talks with Apollo Global Management, paving the way for a groundbreaking partnership to invest over $11 billion in Ireland's chip manufacturing future. 🌟 👉🏻Follow New To The Street for more! #intel #Tech #innovation #IntelIreland #businessnews #business #news #newtothestreet

#Nokia and its research arm Bell Labs have been collaborating with every manner of company and institution to investigate 6G’s potential. #6G, the next frontier in wireless networking, must leave a lasting impression. To achieve this, we must forge partnerships, embrace collaboration, and lend an ear even to those whose views diverge from ours. Through collective effort, 6G will emerge as a force to reckon with—not just in terms of sheer power, but also in its inclusive reach. It will touch the lives of countless businesses, numerous industries, and multitudes of people. The more we weave #inclusivity into the fabric of 6G, the more impactful it will become.

EUROPEAN COMMISSION OFFICIAL SEES $100 BLN IN PRIVATE CHIP INVESTMENT BY 2030 The European Chips Act is set to revolutionize the semiconductor industry in Europe, aiming to attract over €100 billion ($108.41 billion) in private investments by 2030. Thomas Skordas, a European Commission official, highlighted this during a recent conference in Antwerp. This initiative, Europe's response to similar programs in the #US, #Japan, and #China, promises significant expansion in manufacturing capacity. Notable investments include plans from Intel Corporation and TSMC to build plants in #Germany, exceeding €30 billion this year. The Commission is also finalizing a €2.5 billion grant for R&D in advanced chip technology and planning additional funding for photonics development. Thanks again to Reuters News for the full article with more background and insights click the source link in the comments below 💡 🙏👇 Do you value meeting face-to-face with top executive leadership and decision-makers in the semiconductor industry? Experience the power of 1-on-1 business discussions at the International Semiconductor Executive Summits (ISES) events! Witness firsthand industry roadmap discussions and come experience firsthand the millions of dollars in future business collaborations that take place at this extraordinary gathering. Feel free to contact me for more details. #semiconductorindustry #semiconductormanufacturing #tech #ic #chip #powermanagement #automotiveindustry #chips #electrification #ai #it #EUChipsAct

‘Dr. Chang, who has been regularly sharing that globalization is over, also commented on this particular topic. According to him, globalization in the semiconductor industry is officially over, as countries are now concerned with localizing chip production to ensure that there is no disruption in case of a conflict… …He shared the example of the U.S. to add color, highlighting that American investment in the chip sector has declined over the years and led to others such as Taiwan's TSMC and South Korea's Samsung Electronics rising to prominence in the industry. He likened the early days of the U.S. chip sector, when large investments propelled America as the dominant player in the industry, to Taiwan, as part of statements that indirectly warned that Taiwan could potentially lose its prominence today due to 'policy adjustments.'’ https://lnkd.in/gZzAvWXT

What’s the difference between a great conference and an exceptional one?  Is it the number of booths?  The floor space covered? The location?  For the inaugural International Semiconductor Executive Summits SEA edition which I attended recently in Penang, it’s the speakers.  There were no booths, no products to pitch, no posters about products. What's the big difference? The topics were about technology and what is currently being worked on.  It was fascinating to hear about the new and current tech they were working on and putting in place and how fast they are being adopted in the industry.  Teng Chow Ooi of Intel spoke about advanced packaging and how this is reshaping the way they are now building their new factories. Packaging used to be back-end of line processes.  Now even the front-end fabs are getting involved.  Food for thought about what it means to OSAT businesses. Dr. Abderrazzaq Ifis from AT&S would like to get more involved with their collaborators. So, there is hope yet.  He also raised the opportunity for adding more value to substrates as the advanced packaging piles more on top of the wafer using front end processes.  They plan to build this R&D capability in their new 1 km long, 10-building factory locally. WD showed off their ‘Lighthouse’ factory, and how 4IR technologies enabled a completely lights-out production line in Penang.  Even more opportunities ahead. Amkor talked about how quickly they are responding to the technology trends, advances and customer needs. Who cares about Moore’s Law now that there are new frontiers to explore? Speaker after speaker shared what they are doing to push the technology envelope for semicon.  Suffice to say they are mostly local speakers and a few overseas: from Intel, TSMC, Infineon, Micron, Amkor, Inari, WD, AT&S, LAM Research, ST Micro, OnSemi, SilTerra, Broadcom, and many more like Pearl Semiconductor and Xiamen Sky Semiconductor.  The focus is on Malaysia and Penang to be a neutral middle ground as geo-political tensions increase elsewhere.  New factories are sprouting up with billions of dollars investment already announced and in progress.  For the full list, check out InvestPenang's website. The enthusiasm and passion of the crowd was unmistakable.  The networking felt different from a conventional conference too - no one was hard-selling about how their products would help you. Discussions at lunch and cocktails were about technology and where we need to go - together. Thank you, Salah Nasri, for coming to Penang for your inaugural ISES SEA 2023. Thank you, Dato Seri Lee Kah Choon for bringing them here.  Thank you also for inviting me to represent PSDC as a panelist.