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How Intel Financialized and Lost Leadership in Semiconductor Fabrication

How Intel Financialized and Lost Leadership in Semiconductor Fabrication
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Monthly Review | The Political Economy of the U.S.-China Technology War

China Daily, August 15, 2020.
Junfu Zhao is a PhD candidate in economics at the University of Utah. Zhao can be reached at junfu.zhao [at] utah.edu. The author thanks Rudiger von Arnim, Minqi Li, and Han Cheng for their helpful comments.
Following the Donald Trump administration’s publication of its 2017
National Security Strategy and 2018
National Defense Strategy that designated China as a strategic competitor, the tensions between the United States and China have been heightened, encompassing trade disputes, China’s economic regime and territorial sovereignty, conflicts over geopolitical influences, and even the portrayed confrontation between liberal democracy and authoritarianism.
1 The inauguration of the Joe Biden administration has not significantly changed U.S. foreign policy toward China. In his ....

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Foundry Wars Begin

Foundry Wars Begin
Intel’s re-entry has kicked the competition into high gear, with massive spending on equipment and new fabs.
Leading-edge foundry vendors are gearing up for a new, high-stakes spending and technology race, setting the stage for a possible shakeup across the semiconductor manufacturing landscape.
In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel announced plans to build two new fabs with a capital spending budget set at $20 billion in 2021.
Earlier this month, TSMC responded by raising the ante, increasing its capital spending budget to $30 billion, up from $28 billion in its previous forecast. In total, TSMC plans to spend $100 billion over the next three years. TSMC, Samsung and others also are building new fabs. These announcements are reminiscent of events more than a decade ago, when foundries were involved in a ....

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GT Voice: China won't be coerced by US' 'chip war' hype

GT Voice: China won't be coerced by US' 'chip war' hype
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"The Space Race of Our Time:" EU Follows U.S. and China's Dash for Domestic Chips

"The Space Race of Our Time:" EU Follows U.S. and China's Dash for Domestic Chips
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