Original post on 23.social

Katar: Die Schäden an der wichtigsten LNG-Anlage der Welt
www.wiwo.de/technologie/wirtschaft-v...

- Reparaturzeiten von Jahren
- Erdgas
- Helium
- 40% weniger!
- Medizinprodukte
- Chipproduktion
- Kapazitäten […]

Das „chinesische Manhattan-Projekt“ – ein Desaster für den Westen (Information, Analyse + Kommentar) Briefing Geopolitik, Wirtschaft, Economy, China, USA, Europa, EUV-Technik, DUV-Technik, Chipherstellung, IT-Technologie, Wetbbewerb, Konkurrenz, Bündelung, Zusammenarbeit, Globalisierung, Demokrati…

Das "chinesische Manhattan-Projekt" – ein Desaster für den Westen (Information, Analyse + Kommentar) #China #USA #Europe #TheNetherlands #Germany #EUV #DUV #EUVTechnologie #ChipRace #ChipProduction #KIChip #Geopolitics #Economy #Wirtschaft #Democracy

derwahlberliner.com/2025/12/18/d...

Third of chip production could face copper supply disruptions by 2035, PwC report says By Nathan Vifflin AMSTERDAM (Reuters) -Some 32% of global semiconductor production could face climate change related copper supply disruptions by 2035, quadrupling from today’s levels, advisory firm PricewaterhouseCoopers (PwC) said in a report for business leaders on Tuesday. Chile, the world’s largest copper producer, already grapples with water shortages that are slowing down production. By 2035, most of the 17 countries supplying the chip industry will be at risk of drought, PwC said. The last global chip shortage, fueled by a pandemic-driven demand spike that coincided with factory shutdowns, crippled the automotive industry and halted production lines across other chip-dependent sectors. "It cost the U.S. economy a full percentage point in GDP growth and Germany 2.4%," PwC project lead Glenn Burm said in the report, citing the U.S. Department of Commerce. Copper miners from China, Australia, Peru, Brazil, the U.S., Democratic Republic of Congo, Mexico, Zambia and Mongolia will also be affected, sparing none of the world’s chipmaking regions from risk, PwC said. Copper is used to make the billions of tiny wires inside every chip’s circuit. Even if alternatives are being researched, there is currently no match for its price and performance. The risk will only increase over time if innovation on materials does not adapt to climate change, and a more secure water supply is not developed in the affected countries, PwC said. "Around half of every country’s copper supply is at risk by 2050 – no matter how fast the world reduces carbon emissions," the report says. Chile and Peru have taken steps to secure their water supply by increasing mining efficiency and building desalination plants. This is exemplary, PwC says, but may not be a solution for countries with no access to large bodies of sea water. PwC estimates that 25% of Chile’s copper production is at risk of disruptions today, rising to 75% within a decade and to between 90% and 100% by 2050.

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Microsoft’s next-gen AI chip production delayed to 2026, The Information reports Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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Texas Instruments Announces $60 Billion Investment in US Chip Manufacturing Amid Industry Push | AI News Brew <p>Texas Instruments (TI) has unveiled plans to invest more than $60 billion in expanding its U.S. semiconductor manufacturing capabilities, marking a significant development in the ongoing push for d...

Texas Instruments Announces $60 Billion Investment in US Chip Manufacturing Amid Industry Push
ainewsbrew.com/article/4657

#SemiconductorInvestment #TechManufacturing #USJobs #ChipProduction #AIIndustry #EnergyInnovation #EconomicGrowth

Texas Instruments Announces $60 Billion Investment in US Chip Manufacturing Amid Industry Push | AI News Brew <p>Texas Instruments (TI) has unveiled plans to invest more than $60 billion in expanding its U.S. semiconductor manufacturing capabilities, marking a significant development in the ongoing push for d...

Texas Instruments Announces $60 Billion Investment in US Chip Manufacturing Amid Industry Push
ainewsbrew.com/article/4657

#SemiconductorInvestment #TechManufacturing #USJobs #ChipProduction #AIIndustry #EnergyInnovation #EconomicGrowth

Nvidia stock falls as China's Huawei reportedly boosts AI chip production after Trump's export ban - Yahoo Finance Nvidia stock falls as China's Huawei reportedly boosts AI chip production after Trump's export ban  Yahoo Finance

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Japan’s Rapidus in talks with Apple, Google to mass-produce chips, Nikkei reports Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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TSMC stock: How much the total $165bn investment in the U.S. can buy you? Investing.com -- Taiwan Semiconductor Manufacturing (TW:2330) (NYSE:TSM) is making a historic bet on U.S. chip production with a total investment of $165 billion. For TSMC investors, this investment is expected to shift about 25-30% of the company’s total revenue to U.S. operations by the early 2030s. That represents a significant jump from the previous high single-digit percentage of revenue generated outside Taiwan before the expansion. Bernstein analysts estimate that, with further global investments, TSMC could see around one-third of its total revenue generated outside of Taiwan in the next decade. For the U.S. government and domestic chip customers, the investment is expected to provide a major boost to onshore semiconductor production. Analysts estimate that the $165 billion investment could cover about 40-50% of the U.S. need for cutting-edge chips—those using N5/4 or more advanced nodes—by the early 2030s. This marks a significant step toward greater self-sufficiency, a key strategic goal given concerns over supply chain resilience and geopolitical risk. However, the financial burden of this expansion is substantial, Bernstein notes. The investment will likely weigh on TSMC’s margins, though the exact impact is difficult to quantify. "Our sensitivity analysis nonetheless finds it’s not easy to keep the gross margin drag within 2-3%," analysts led by Mark Li wrote. Higher costs in the U.S., particularly for construction and operations, make it difficult for TSMC to maintain its traditionally high profitability levels. This also explains why the company has been hesitant to scale up its U.S. presence until now. TSMC is balancing its U.S. expansion with maintaining technological leadership in Taiwan. While its U.S. capacity will grow, the company plans to keep Taiwan slightly ahead in leading-edge technology, ensuring it remains the center of innovation. At the same time, the Arizona fabs are expected to play a crucial role in the AI chip supply chain, with an estimated $20 billion allocated for advanced packaging, making the U.S. a key hub for AI production. This figure stands in contrast to the typical $4-8 billion investment seen in advanced packaging, testing, and mask-making. Analysts believe this level of spending should be sufficient to ensure the U.S. has adequate capacity for AI chip production, though their revenue simulations do not factor in the contribution from advanced packaging. TSMC’s initial capital expenditure in the U.S. is significantly higher than in Taiwan, with construction costs estimated to be four to five times greater. However, the analysts expect costs to decline as operations scale, though they will likely remain above Taiwan’s levels. The investment is seen as a strategic move to mitigate geopolitical risks and support valuation, though analysts caution that margin pressures could persist due to higher operating expenses.

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»#Arm is making its own #chip — and #Meta's already waiting in line: #MasayoshiSon, #SoftBank Group, wants Arm to move into #chipproduction as part of a larger plan for #AIinfrastructure.« https://qz.com/arm-f #tech #media

...;From #military #technology to #chipproduction, these #materials find usage in everything even #renewableenergy. I don't know if this is a issue where instrested geting involved. But, we may; anywyay. Wheither we want to or not

ByteDance and Broadcom Collaborate on New AI Chip to Navigate US-China Tech Disputes - Tech Chilli ByteDance and Broadcom have joined forces to develop a new AI processor amidst US-China tech tensions. This strategic partnership aims to secure a consistent supply of high-quality chips, with product...

ByteDance and Broadcom Collaborate on New AI Chip to Navigate US-China Tech Disputes.

See here - techchilli.com/news/bytedan...

#ByteDance #Broadcom #AIChip #TechInnovation #USChinaRelations #TechPartnership #TSMC #ChipProduction #AItechnology #Geopolitics #TechIndustry #Innovation