ZooKeep’s Post

Japan recently announced additional subsidies to Rapidus to strengthen its semiconductor chip manufacturing capability including additional funds for advanced chip packaging, which should bode well for semiconductor production equipment makers especially in the backend process (where Japanese companies have high global market share). Going forward, there will also need to be investments made to strengthen human capital to support the sustainable growth of this promising industry. I touch on these points in my latest conversation with the CNBC Asia team. https://lnkd.in/gHc3_bib

Meshd sits right at the intersection of what’s happening in deep tech and talent markets in Japan and Asia. Talent shortages in many corners of the deep tech ecosystem are very real, creating very tangible demand for international talents to join companies and projects in the region. Recently in Malaysia, was talking with Sam Baxendale at Kinetik Hiring about similar trends impacting the massive influx of FDI into Malaysian semiconductor markets as well. It’ll be interesting to see how this how plays out and I’m personsally very keen to see how ZooKeep can provide tooling to the ecosystem to reduce frictions ubiquitously existent in TA operations in the region. #talent #deeptech

🌐🔍 In the ever-evolving world of tech, China's ambitious journey towards semiconductor sovereignty is a topic of global significance. Our latest article delves into the complexities and potential repercussions of this strategic move. How will it shape the future of the global tech landscape? Join the discussion and share your insights! #SemiconductorSovereignty #Semiconductor #SemiconductorManufacturing #SemiconductorIndustry #TechTrends #GlobalTech #China #ElectronicsIndustry Read the full article here: https://lnkd.in/eCmpd9Kv

Say what you will about China’s economy at the moment but it is big and with a lot of smart people that are pushing to innovate. In the #semiconductor space, one obvious avenue for innovation is leveraging the many possibilities that #RISC-V opens up. At Delta Analysis we mapped out how this could play out.

There's a new company in Japan, Rapidus, that claims to be mass-producing 2nm chips in Japan by 2027. It sounded a bit like a joke at first, but then it became clear that this little-known Japanese company might be serious. Rapidus opened in 2022, the beginning of the Japanese government received 70 billion yen of the big red packet, the back of Toyota, Sony and other Japanese domestic eight companies a total of 7.3 billion yen in funding, not only that, Rapidus also reached a partnership with IBM and Belgium microelectronics research center IMEC, to money money, technology technology, coinciding with geopolitical Geopolitical conflict is in full swing, the Japanese media stepped through the threshold of this enterprise, the words must be the last hope of Japan's semiconductor. To the surprise of many people, the Japanese government is also a rare serious, the Ministry of Economy, Trade and Industry shelled out 260 billion yen in subsidies, just to help it build the 2nm chip factory in Chitose, Hokkaido.

Interesting to watch supplychains shifting; takes time though. #logistics #supplychains

RISC-V is driving China's next phase of semiconductor innovation!   Delta Analysis has just released a new in-depth report on RISC-V's outlook and opportunities from 2023 through 2027. Here are the key takeaways:   Q: How is RISC-V empowering China's semiconductor strategy?   By leveraging the open RISC-V instruction set, China is developing its domestic semiconductor industry and reducing dependencies on proprietary technologies controlled by US companies. RISC-V allows more flexibility for innovation and is a cornerstone of China's national “Self-Reliance” strategy.   Q: What market opportunities does the report foresee?    The report forecasts RISC-V will generate over US$200 billion in global industry value by 2030. Key opportunities include diversification across automotive, AI/ML, 5G infrastructure, and more. RISC-V's flexibility also lowers barriers for new Chinese entrants.   Q: What challenges does RISC-V face in China?   While Chinese R&D investment is growing rapidly, RISC-V still lags in areas like interconnectivity and peripherals. Significant consolidation is also needed to build out a complete ecosystem. China aims to overcome these challenges through continued strategic support and R&D.   Q: How can I learn more about China’s progress with RISC-V?   Purchase our full report for detailed insights into China's activities, the outlook across industries/applications, and implications for the global value chain – all drawn from extensive primary research throughout 2023, in-depth analysis, and interviews with semiconductor industry leaders across North America, Europe, and Asia.   Get the full in-depth RISC-V: Global Semiconductor Market report ➡️https://lnkd.in/gPtiMfQJ   #RISCV #semiconductor #China #deltaanalysis #AI #global

Taiwan's Unyielding Semiconductor Supremacy Taiwan's semiconductor industry is a critical part of the global tech supply chain, producing about 90% of the world’s most advanced chips, primarily through Taiwan Semiconductor Manufacturing Co (TSMC). Despite accusations from figures like Donald Trump that Taiwan "took" the US chip sector, Taiwan's success stems from decades of investment in research, development, and efficient manufacturing. Hsinchu Science Park, once known for fishball snacks, now stands as Taiwan's Silicon Valley, driving the semiconductor industry with a highly educated workforce and robust support ecosystems. Despite weaker labor laws compared to the US, semiconductor jobs in Taiwan are prestigious and well-paid. Efforts by other countries to match Taiwan's semiconductor capabilities have largely failed, with Taiwan’s expertise remaining unparalleled. The US has encouraged Taiwanese companies to set up plants overseas, including TSMC's $65 billion investment in Arizona. However, replicating Taiwan's model abroad has proven challenging. Taiwan’s semiconductor dominance is seen as a strategic advantage, often referred to as a “silicon shield” that incentivizes international protection against potential Chinese aggression. Taiwan's officials emphasize maintaining their R&D and industry supremacy domestically while continuing strong international cooperation. Source: https://lnkd.in/gFwh3iQH

Here’s something you won't want to miss: MOTIE Korea is pushing boundaries in semiconductor tech. They've inked a pivotal agreement involving industry titans like Samsung Electronics and SK hynix. Here's why this matters for you: 🔹 Filling Ecosystem Gaps: Korea aims to become a comprehensive semiconductor hub, involving fabless, packaging, foundry, and OSAT sectors. 🔹 Focus on Advanced Packaging: As chip miniaturization reaches limits, this is the new frontier for high-performance chips. 🔹 Global Collaboration: Plans to form alliances with semiconductor research centers in the U.S. & EU are underway. Read More: https://lnkd.in/gi94WyvC Investor Takeaways: 📈 R&D Investment: An area ripe for venture capital with the government's heavy R&D focus. 📈 Strategic Alliances: Open doors for joint ventures and collaborations—time to leverage this ecosystem. 📈 Global Trend Alignment: Invest in a sector that’s aligning with global demand for efficient semiconductors. To stay ahead in this rapidly evolving landscape, reach out to us at Market Unwinded for deeper insights. What are your thoughts on this development? Your feedback is invaluable as we constantly strive to bring you the most relevant updates. #Semiconductors #Korea #AdvancedPackaging #GlobalCollaboration #MarketUnwinded #InvestmentOpportunities #StrategicAlliances Hit that share button to keep your network in the loop! 👇

Singapore got lucky. As in Luck = Oppty meets prep. Again as semicon companies diversify away from Europe (costs and regulations), and North Asia (Taiwan Straits) that means that the forces of globalisation that favoured China over SEA has reversed. "Southeast Asia is emerging as a force in technology manufacturing, helped by relatively low labor costs, ample technology talent and its proximity to major Asian consumer markets. Amazon.com Inc., Microsoft Corp. and Nvidia Corp. are among the companies spending billions of dollars in the region of nearly 700 million people, as China turns more hostile to US firms and India remains practically and politically challenging to navigate." For Singapore, this investment ticks all the right boxes, except cutting edge. "The new factory will make silicon wafers with a 12-inch diameter, which are more advanced than the 8-inch ones fabricated at Vanguard’s existing facility in Singapore. Most new chip plants globally use 12-inch wafers because that gives a higher chip output per wafer." We dun really care, as long as it provides jobs and it is sort of ahead of Malaysia on the tech curve. (Not a competition, as Singapore gets too costly for trailing tech, they move to Malaysia) "The wafers from the new facility will form the basis of relatively mature 130-nanometer to 40-nanometer chips that aren’t as cutting-edge as those made by TSMC in Taiwan. They will be used for functions such as power control in automotive, industrial, consumer and mobile products." So as long as it enters the ecosystem, the whole ecosystem benefits - given its compact size, the foundries, suppliers are all IN THE SAME CITY. Frictionlessness - relative to Malaysia. However, we are still very far from cutting edge, which is okay, since we are no longer (after Chartered Semicon) in the business of building national champions in this space.