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IPC Report Recaps Imperatives in Global Chip Race

05/19/2025 | IPC
With funding awards under the U.S. CHIPS and Science Act currently under review, IPC just shared a new Industry Intelligence Report focused on the issues and players involved.

Defense Speak Interpreted: Is There Still a CHIPS Act?

05/20/2025 | Dennis Fritz -- Column: Defense Speak Interpreted
When I proposed my Defense Speak column topics for 2025 in February, there was a slight hint of doubt about the status of the CHIPS Act. But now? The CHIPS and Science Act is a multi-part $280 billion authorization by the U.S. Congress that President Biden signed into law on Aug. 9, 2022. Notice, I did not say appropriation. That’s because the actual appropriation was $52.7 billion.

Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs

05/15/2025 | TrendForce
TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced in April 2025, which are expected to reduce the share of imported chips (e.g., from NVIDIA and AMD) from 63% in 2024 to around 42% in 2025.

Cadence, AVCC to Advance Physical AI Innovations for Autonomous Vehicles

05/12/2025 | Cadence Design Systems
Cadence has joined the Autonomous Vehicle Computing Consortium (AVCC), marking a significant step forward in Cadence's commitment to advancing autonomous vehicle technology for the physical AI era by working with industry leaders to define high-performance computing (HPC) and safety solutions for next-generation autonomous vehicle systems.

SEMI Applauds New Bill to Clarify Tax Credit Eligibility for Critical Semiconductor Suppliers Under U.S. CHIPS Act

05/12/2025 | SEMI
SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, announced support of the Strengthening Essential Manufacturing and Industrial Investment Act (SEMI Investment Act), which clarifies that critical materials suppliers to semiconductor manufacturers are eligible for the Advanced Manufacturing Investment Tax Credit (“Section 48D”) created by the United States CHIPS and Science Act.
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