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News


tspasemiconductor.substack.com > p > canada-plugs-into-taiwans-chip-machine

Canada plugs into Taiwan’s chip machine - From Design to Delivery

1+ week, 6+ day ago   (1406+ words) The next phase of the semiconductor race will be less about copying fabs than about connecting talent, tools and specialised technologies Thank you, TechSoda Research for the invitation. It was a very well-organized and insightful event! For most countries, industrial…...


tspasemiconductor.substack.com > p > the-abf-squeeze-why-cutting-chinas

The ABF Squeeze: Why Cutting China’s Supply Will Not Fix the Shortage

2+ week, 6+ day ago   (57+ words) AI chips are consuming more substrate material just as manufacturing yields are becoming harder to improve Note: This is only a rumor at this stage and has not been officially announced or confirmed. For substrate makers struggling to secure enough…...


tspasemiconductor.substack.com > p > why-taiwan-and-japan-need-each-other

Why Taiwan and Japan Need Each Other in the AI Age

3+ week, 3+ day ago   (240+ words) For much of the past three decades, discussions about technology in East Asia have followed a familiar script. America designed the most valuable chips. Taiwan manufactured them. South Korea supplied memory. Japan, once the dominant force in semiconductors, appeared to…...