Imagine a future scenario unfolding through 2025, where global semiconductor alliances—long carefully coordinated by the United States—begin to fracture dramatically. This speculative future doesn’t hinge on new technological breakthroughs or sudden security crises, but instead arises from political and economic miscalculations by an increasingly isolated and confrontational United States. The … [continued]
The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]
I recall when the Inflation Reduction Act of 2022 was passed. Immediately, that day, we started getting announcements of EV battery factories and battery-related factories. In coming days, weeks, and months, we also got news of solar panel factories coming to town, battery mineral refineries, and numerous other production facilities. … [continued]
The 2024 US presidential election race is still too close to call, but it’s not looking great for Kamala Harris and the Democrats. I just wrote about the $988 billion in commitments from private companies that are associated with bills signed into law by Joe Biden — the American Rescue … [continued]
The US is in the midst of a manufacturing revival like the country has never seen. A strong portfolio of policies from the Inflation Reduction Act of 2022, the CHIPS and Science Act of 2022 (CHIPS), and the Bipartisan Infrastructure Law has stimulated a huge manufacturing boom related to electric … [continued]
The U.S. Department of Energy’s (DOE’s) Advanced Materials and Manufacturing Technologies Office (AMMTO) released a request for information (RFI) to solicit feedback from stakeholders on the Energy Efficiency Scaling for Two Decades (EES2) Initiative and the draft EES2 Research and Development (R&D) Roadmap that accompanies this RFI. The roadmap outlines the technology R&D needed … [continued]
Multi-institutional team led by Berkeley Lab could help chip manufacturers race ahead of Moore’s Law
The biggest US chipmakers are slashing billions of dollars from planned capital spending — just when the US government has passed a law to subsidize a huge increase in domestic chip manufacturing capacity.
The whole “computer on wheels” idea that pretty much started with Tesla has now become the standard of the industry. The Porsche Taycan, for instance, has more than 8000 computer chip components baked in at the factory and Porsche fully expects that number to double or even triple by the … [continued]
Intel has announced that it will invest more than $20 billion to build two new factories while also establishing an epicenter for advanced chipmaking in the Midwest. The two new leading-edge chip factories will be located in Ohio and will help boost production to meet critical demand for advanced semiconductors. … [continued]
