The article discusses how the potential for a 100% tariff on semiconductors is driving significant investments within the United States. This shift is part of a broader trend towards reallocating resources in the semiconductor industry to mitigate geopolitical risks.
Micross is making progress on its 300mm bumping line as part of the RESHAPE initiative, which aims to enhance the domestic semiconductor supply chain. This effort is supported by DARPA's IBAS program and reflects a commitment to onshore advanced packaging capabilities.
First Solar has inaugurated a $1.1 billion AI-enabled manufacturing facility in Louisiana, specializing in cadmium telluride thin-film photovoltaic modules. The facility is set to employ 826 people and spans 2.4 million square feet, significantly enhancing First Solar's production capabilities.
GlobalFoundries and Navitas Semiconductor have formed a strategic partnership to enhance US-based GaN technology and manufacturing. This collaboration aims to address high-power market demands, particularly in AI data centers and industrial electrification.
A college student in an apprenticeship at STMicroelectronics is seeking advice on securing an internship in the semiconductor industry while studying abroad. He is considering opportunities in Taiwan or the US, despite his current experience being somewhat unrelated to semiconductors.
Microelectronics US 2026 is a new event aimed at the electronics industry, focusing on semiconductors, photonics, and embedded systems. This event is modeled after its UK counterpart and aims to foster collaboration and innovation in the sector.
Ohio State University has acquired a Close Coupled Showerhead MOCVD system from Aixtron SE for the epitaxy of gallium oxide and aluminum gallium oxide on 100mm substrates. This investment will support materials and device development in semiconductor research.
The article discusses the origins of SkyWater Technology, highlighting the historical reliance of U.S. military and intelligence agencies on domestically produced advanced microelectronics. It emphasizes the importance of semiconductors in critical systems from the Cold War to present day.
SEMI has expressed support for the SEMI Investment Act, a new bill aimed at extending U.S. tax credits for semiconductor manufacturing suppliers until 2031. This legislation is a companion to similar Senate proposals, highlighting a unified effort to bolster the semiconductor industry.
First Solar is establishing a new production facility in Gaffney, South Carolina, to onshore final production processes for its Series 6 Plus photovoltaic modules. The investment of approximately $330 million is expected to create over 600 jobs with competitive salaries in the region.