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The Geopolitics of Semiconductor Manufacturing (Company watch (IMG - lost…
The Geopolitics of Semiconductor Manufacturing
China's impact on Semiconductor Manufacturing
5G
Huawei and Qualcomm
Economics
several companies have disproportionate market power in each step of the process
In 2019, 412bn$ semiconductors were sold, 80% were ICs - analog, micro, logic, memory
DRAM - 62bn$
NANDRAM - 46bn$
Analog -
India
Vision as a fabless semiconductor hub:
https://economictimes.indiatimes.com/tech/hardware/strategic-necessity-india-is-seeking-to-become-a-chip-design-hub/articleshow/69154277.cms
Key Components
PCB
Copper Foils (Japan)
Chips
Wafers (Japan)
Packaging
Resin (Japan)
Rare Earths
MolyCorp (US) - europium for coloured TVs
mischmetal (alloy of rare earths)
Scandium (initially Soviet Union)
Bayan Obo (Inner Mongolia) - 1927 - bastnaesite and monazite
47% China's production, 45% world production
samarium
magnets, supermagnets used in missile-guided systems
Lynas Corp in Australia - CNMC tried to own it
Company watch
IMG - lost Apple as customer in 2017. Shares tacked. Sold to Canyon Bridge
In April, board takeover was tried. Was nixed by UK ovt
KLA
Lam Research
Applied Materials
supplies foundry equipment to TSMC
AEIS
UCTT
ICHR
Study plan
Company developments/ landscape
role of national governments
China's efforts
US
Sematech for DRAMs
Understanding supply chains
Technology
ML for placement
https://www.icinsights.com/news/bulletins/US-IC-Companies-Maintain-Global-Marketshare-Lead/