GlobalFoundries

SMIC becomes the world's second-largest pure-play foundry as it eclipses GlobalFoundries and UMC, but this is only true if you exclude Intel and Samsung.

Intel will reportedly get a $3.5 billion investment from the U.S. government to ensure a steady supply of chips for military applications.

SEMI Europe calls for clear and unified export control rules, international partnerships, simplified investments and ongoing dialog with European legislators.

When distributing CHIPS and Science Act money, the U.S. government will give preferences to large projects.

The U.S. government plans to provide an update on CHIPS Act implementation on February 26.

$39 billion in grands and $75 billion in loans and loan guarantees apparently not enough to rebuild the U.S. industry.

GlobalFoundries to upgrade U.S. fabs using $1.5 billion funding it gets under the CHIPS act and $600 million from the state of New York.

Intel is in talks with the U.S. government over a $10+ billion subsidies + loans package.

Chinese foundries yet have to build additional capacity in the coming years, but they are already cutting down tape-out prices.

China's aggressive fab expansion can create oversupply of mature process technology capacity.