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28.03.26 - 01:06
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Can Tesla′s Terafab revive US semiconductor manufacturing? (Digitimes)
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Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin, Texas. While many remain skeptical, industry forum SemiWiki offers an alternative perspective. Fifteen years ago, Musk acquired the Fremont production line in California from General Motors and Toyota, transforming it from a struggling facility into a cornerstone of Tesla's electric vehicle production....
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27.03.26 - 09:06
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C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance (Digitimes)
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C SUN and Contrel have announced a significant equity partnership, as C SUN agreed to invest approximately NT$1.02 billion (approx. US$32 million) as a strategic investor to acquire 20,000 private placement shares in Contrel, becoming its largest single shareholder with a 10.82% stake. The deal also formally brings Contrel into the G2C+ alliance, a growing consortium focused on advanced semiconductor equipment....
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27.03.26 - 08:06
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Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks (Digitimes)
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Japan's power semiconductor sector is moving toward consolidation, with Rohm, Toshiba, and Mitsubishi Electric entering negotiations to integrate their power chip businesses, according to Yomiuri Shimbun and Nikkei. The talks target scale in electric vehicles, AI data centers, and power infrastructure, where demand for power control semiconductors is rising....
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27.03.26 - 01:00
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UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub (Digitimes)
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Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing US$100 million. Part of the warehouse space is dedicated to Applied Materials as its Asia-Pacific storage and distribution center, providing customers with 24/7 operational services....
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26.03.26 - 16:06
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KI & Geopolitik: Alles hängt mit allem zusammen (HCOB)
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Sollte die Blockade der Straße von Hormus länger als drei Monate dauern, könnten sich handfeste Probleme für die Chipindustrie ergeben. Die Preise für die Halbleiter würden deutlich steigen. Weniger wegen des teurer gewordenen Heliums - das hat als Inputfaktor einen relativ kleinen Anteil an den gesamten Produktionskosten -, sondern wegen der möglichen Lieferkettenprobleme, die zu Produktionsunterbrechungen und damit zu einer Verknappung von Halbleitern führen können. Das wiederum würde der KI-Industrie zusetzen.. --- Weiter dürfte ein Energiepreisschock in Form anhaltend hoher Preise für fossile Brennstoffe für Rechenzentren eine zusätzliche Herausforderung darstellen. Rund drei Viertel des Strombedarfs für die geplanten Rechenzentren in den USA sollen mit Hilfe von Erdgaskraftwerken betrieben werden.. --- Klar ist in jedem Fall, dass die (geopolitische) Entscheidung den Iran anzugreifen komplexe Wirkungsverästelungen hat, die vermutlich keine KI vorhergesagt hat..
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25.03.26 - 06:06
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Tescan targets Taiwan and South Korea for semiconductor investment (Digitimes)
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Czech microscopy equipment supplier Tescan is continuing to deepen its presence in the Asia-Pacific market, targeting growing opportunities in semiconductor failure analysis (FA). In an interview in Seoul, CFO Pavel Sustek and Asia-Pacific president Sean Lee outlined the company's localized investment strategy across the region....
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25.03.26 - 06:06
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Middle East conflict threatens petrochemical and semiconductor supply chains (Digitimes)
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The widening Middle East conflict has disrupted shipping through the Strait of Hormuz and prompted Formosa Chemicals & Fibre Corporation to declare force majeure, threatening cuts to styrene monomer and other petrochemical supplies from April 2026—risks that could ripple through global energy, manufacturing, and semiconductor supply chains and trade flows....
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