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Geopolitics & Supply Chain

US Quantum Push: Billions for Hardware, Utility Still Missing

Uncle Sam is pouring $2 billion into quantum computing hardware, signaling its strategic importance. The real challenge, however, lies in making these powerful machines actually useful.

5 min read 8 hours ago
PsiQuantum logo next to the US Department of Commerce seal
Foundries & Manufacturing

PsiQuantum Lands $100M Chip Act LOI

PsiQuantum is set to receive a $100 million boost from the US government, aimed at accelerating quantum computing hardware development and bolstering the American semiconductor industry.

7 min read 1 day, 3 hours ago
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Foundries & Manufacturing

IBM, US Invest $2 Billion in Quantum Foundry

The race for quantum supremacy just got a massive infusion of cash. IBM and the US government are betting big on a new foundry, Anderon, to build the future of quantum computing.

5 min read 1 day, 11 hours ago
TSMC semiconductor fabrication plant under construction in Arizona.
AI & GPU Accelerators

TSMC's $165B Arizona Bet: From Cold Call to Chip Giant

What began as an unsolicited call in 2013 has blossomed into TSMC's colossal $165 billion investment in Arizona. It's a seismic shift in global chip manufacturing strategy.

7 min read 4 days, 1 hour ago
Collage of diamond crystals in ICs, ASML EUV laser plasma, and stamped silicon wafers
AI & GPU Accelerators

2025's Semiconductor Odyssey: Diamonds in Chips, Stamped Silicon, and the CHIPS Act Implosion

Everyone figured 2025 would be TSMC's gate-all-around victory lap. Instead, we got diamond heat sinks inside chips, stamped silicon fabs, and a U.S. policy gut-punch that exposes the fragility of innovation pipelines.

5 min read 1 month, 1 week ago
Intel's Rio Rancho Fab 9 facility in New Mexico, revived for advanced chip packaging production
Advanced Packaging

Intel Wakes a Raccoon-Haunted Fab to Chase Packaging Gold

Raccoons once claimed Intel's idle Fab 9 in New Mexico. Now, fueled by CHIPS Act cash, it's central to the company's advanced chip packaging push.

5 min read 1 month, 1 week ago
The CHIPS Act Explained: How Government Subsidies Are Reshaping Semiconductor Manufacturing
Geopolitics & Supply Chain

The CHIPS Act Explained: How Government Subsidies Are Reshaping Semiconductor Manufacturing

The most significant U.S. industrial policy in decades: how the CHIPS Act's $52.7 billion in subsidies is reshaping where and how semiconductors are manufactured worldwide.

7 min read 1 month, 4 weeks ago
Semiconductor Geopolitics: CHIPS Act, Export Controls, and the Global Chip War
Geopolitics & Supply Chain

Semiconductor Geopolitics: CHIPS Act, Export Controls, and the Global Chip War

Semiconductors have become a central front in great-power competition. Here is how the CHIPS Act, export controls, and the Taiwan question are reshaping the industry.

7 min read 3 months, 2 weeks ago

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