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Semiconductor Technopolitik - Coggle Diagram
Semiconductor Technopolitik
Importance
Economic
Chip crunch
Consumer electronics
Apple billions in losses for mac and ipad
PS5 always out of stock
Solar and turbines power
Basically anything not using the latest 7nm 5nm chips have been affected
All Automobile companies impacted
Geopolitical
US-China trade war
Huawei blocked
Photolithography machine maker ASML also sided with US
ARM acquisition by Nvidia means they will be blocked as well
All major EDA vendors american
Technical
Future
Cloud EDA
IDM consolidation
Niche manufacturing
The semiconductor value chain
Distribution
Manufacture
Research
Design
Assembly, Testing
and Packaging
Types of companies in the industry
Software
IDM
Samsung, SK Hynix
Fabless
Qualcomm, AMD, Apple
Manufacturing Tools
ASML, LAM research
EDA tools
Cadence, Synopsys
Foundries
TSMC, Samsung
Packaging (OSAT)
ASE, Amkor
IP Providers
ARM, Intel x86
Patent Holding Companies
WiLAN
Chemical Suppliers
BASF, Air Liquide
Wafer Supplier
Shit-Etsu, SK siltron
Main Usage
x86
ARM
Automotive
AI chips
Analog ICs
NAND
DRAM