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Semiconductors: September 2023

Semiconductors & Critical Minerals

The items below capture September 2023’s news headlines around the global semiconductor industry, alongside coverage of critical minerals developments.

Items from September 2023 include: Indonesia’s moves in the critical minerals supply chain; Japan’s deepening commitment to domestic semiconductor manufacturing; Singapore’s semicon manufacturing bid; Taiwanese companies’ various moves to diversify and mitigate risks in their semiconductor market share; and many more.

Hit the links below to read the articles behind each semiconductor/critical mineral news headline in full, online and at no cost.

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Japan and semiconductors

CSIS: Japan seeks to revitalize its semiconductor industry

“In January, Ma’aden and KAUST Innovation Ventures Fund announced plans to invest $4 million and $2 million, respectively, into Lihytech.”

Lihytech has patented a membrane-based lithium extraction technology developed by Professor Zhiping Lai at KAUST.”

Indo-Pacific Semiconductor Supply Chains

CSIS: Securing Semiconductor Supply Chains in the Indo-Pacific Economic Framework for Prosperity

“If Huawei is constructing facilities under names of other companies, as the Semiconductor Industry Association alleges, then it may be able to circumvent US government restrictions to indirectly purchase American chip-making equipment, according to Bloomberg.”

“The Chinese tech firm moved into chip production last year and was receiving an estimated $30bn (£23.7bn) in state funding from the government, the Washington-based Semiconductor Industry Association was quoted as saying by Bloomberg, adding that Huawei had acquired at least two existing plants and was building three others.”

“The US commerce department had added Huawei to its export control list in 2019 over security concerns. The company denies being a security risk.”

PRC United Front Targeting Semiconductor Sector

Europe in the Crosshairs: PRC United Front Targets Semiconductor Sector

“As per the agreement, if Korean companies invest in Australian minerals such as lithium and nickel used in batteries, both Korea Eximbank and EFA have agreed to provide joint financial support.”

“The two organizations also decided to intensify cooperation on projects such as hydrogen, renewable energy, and carbon capture, utilization, and storage (CCUS) initiatives, and infrastructure projects in India and the Pacific.”

India's Critical Minerals: Fact Sheets

Assessing the Criticality of Minerals for India: Fact Sheets

AUKUS and critical minerals

Australian Strategic Policy Institute: AUKUS and critical minerals

“Through the latest fundraising, Kneron said it will continue to speed up its pace in the deployment of advanced AI, focusing on nano Generative Pre-trained Transformer (GPT) solutions for automotive, in particular.”

“According to Kneron, the American start-up provides end-to-end integrated hardware and software solutions that enable on-device edge AI inferencing with launching the first edge AI chip supporting transformer neural networks, which underpins all GPT models, in 2021.”

US, Taiwan and Semiconductor Supply Chain

The US, Taiwan and Semiconductors – A Critical Supply Chain Partnership

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Indo-Pacific semiconductor supply chains

CSIS: Mapping semiconductor supply chains – Role of the Indo-Pacific

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