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Tag Archives: semiconductors

The Semiconductor Bill and Moderna Billionaires

A lot has been said about building semiconductor manufacturing plants in the US. One plant grows the silicon wafers and the other plant fabricates (fabs) the semiconductors. The manufacture of semiconductors is not labor intensive. Growing wafers is boring business as one engineer told me a decade back. The US did manufacture much of its need domestically at one time (see graph at the left). However, U.S. policymakers held tight to the belief...

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Global Manufacturing of Semiconductors

There is a lot of noise about the shortage of semiconductors. I am not going to explain it all here. You will find the explanation of manufacture in the articles. It takes weeks to grow wafers and then Fab semi-conductors. Not maintaining orders for semiconductors creates shortage when production starts up again. The purchase of semiconductors has changed since I was in it in 2008 chasing automotive OEM caused shortages. Growing the wafers could...

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Fourth Quarter GDP (2021) – Strongest Year in Decades

WSJ reports Stocks rose broadly Thursday morning after the GDP report, but they retreated later in the day, with the Nasdaq falling 1.4%, the S&P 500 dropping 0.54%, and the Dow Jones Industrial Average off 0.02%.Thursday’s report contained warning signs. Most of the growth owed to companies’ restocking rather than people and firms buying stuff. In part, the rise in inventory investment reflected a rebound from super-low inventory levels in...

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Manufacturing Process for Semiconductors Today. Could There be Better Supply Results?

“Could it be a better result? By this, I mean should there really have been an extreme shortage and long lead times?” A fellow writer was an engineer at OnSemi. As he stated once, his job was watching the crystals (future “wafer material) grow. More coming on this comment shortly. You will not be experts (I am not either) in the process. Hopefully, you will understand why the issues associated with manufacturing semiconductors are questionable. I...

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