This week’s newsletter highlights major developments shaping the semiconductor landscape. The SIA calls for increased federal R&D funding to keep the U.S. competitive, while Texas Instruments is expanding production in Sherman, TX part of a broader push to strengthen domestic chip capacity. JLL explores the infrastructure needs behind this reshoring effort, and Zacks analyzes how companies like KLA, Rockwell, and Flex are navigating market cycles.
Globally, Taiwan’s rise as a chip leader is traced through its international roots, offering context for today’s supply chain dynamics. EE Times raises concerns about the industry’s perception problem and its impact on talent. On the innovation front, Edgewater Wireless secured funding to commercialize next gen Wi-Fi chips aimed at solving congestion in dense environments. Together, these updates reflect the growing importance of policy, perception, and innovation in shaping the industry’s future.
🧪 Semiconductor R&D Programs: Essential for U.S. Tech Leadership
A new SIA report underscores the strategic importance of federal investment in semiconductor R&D, calling for robust support to maintain U.S. technological leadership. The piece outlines key policy recommendations and argues that without increased funding, the U.S. risks falling behind global competitors.
🧠 Does the Semiconductor Industry Have a Perception Problem?
EE Times explores the image issue facing the semiconductor sector. Despite being foundational to all modern tech, the industry struggles to attract top talent, especially younger generations. The article calls for a reframing of the industry’s public narrative.
📊 Zacks Industry Outlook Highlights KLA, Rockwell, Flex
Zacks takes a closer look at the financial performance and outlook of key industry players like KLA, Rockwell Automation, and Flex. The article points to solid fundamentals but warns of cyclical pressures and macroeconomic headwinds.
🌏 The Transnational Origins of Taiwan’s Semiconductor Industry
The Diplomat examines Taiwan’s semiconductor rise as a product of international collaboration, U.S. policy, and Taiwanese strategy. This historical lens offers important context for today’s geopolitical tensions over chip supply chains.
🏗️ Building the U.S. Semiconductor Manufacturing Industry
A report by JLL discusses how infrastructure, real estate, and workforce development are converging to support CHIPS Act investments. It provides insights into site selection, supply chain risks, and the long-term outlook for U.S.-based fabs.
🏭 Texas Instruments Expands Chip Production Plans in Sherman, TX
TI is doubling down on its Sherman facility, signaling confidence in long-term demand. The expansion, part of a $30B investment plan, positions TI as a central player in the U.S. analog chip resurgence.
📡 Edgewater Wireless Awarded $921K to Commercialize Wi-Fi Chips
Edgewater Wireless secured Canadian government funding to accelerate commercialization of its Wi-Fi spectrum-slicing chips. The tech aims to improve performance in congested environments—a growing need in IoT-heavy deployments.
