Displaying posts in the categoryGeopolitics and Supply Chain
Geopolitics and Supply Chain articles
Video
Five forces will shape technology through 2026: AI staying mainly in the cloud, the move to new transistor structures, HBM4 leading the memory recovery, advanced packaging and photonics tackling heat and bandwidth, and the US and China rivalry splitting the technology supply chain. None of them is a new gadget or app. They come from the places where compute, manufacturing and geopolitics meet. This is an opinion piece written in November 2025. …
by
Murugavel Ganesan
November 10, 2025
Opinion
The hidden cost of agentic AI is everything an autonomous agent needs to keep running: always-on inference in data centres, the electricity and water those centres consume, the advanced chips and the fragile supply chain that makes them, and the human workers who label, test and correct the models. Because agents loop through many model calls for every task, their running cost grows with use, not just with training. Autonomy for the user rests o…
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Murugavel Ganesan
November 01, 2025
Semiconductor Industry
China is trying to supply its own car industry, the world's largest electric vehicle (EV) market, with domestically made chips. As of mid-2025, when this post was written, it had made real progress in power devices, mature-node microcontrollers and ADAS processors, but still imported most automotive chips and lagged in advanced nodes, memory and manufacturing equipment. State funding, industry alliances, national standards and carmakers buil…
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Murugavel Ganesan
June 19, 2025
Technology
As of April 2025, Tesla was reported to be talking to three Indian semiconductor ventures, Tata Electronics, Micron's assembly and test plant in Gujarat and CG Semi, about sourcing chips for its global operations. The aim is to reduce its dependence on China and Taiwan for mature-node chips used in battery management, vehicle control and infotainment. For India, a customer of Tesla's scale would be a strong signal that its new fabs and a…
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Murugavel Ganesan
April 23, 2025
Video
Thanks for supporting us. Please consider adding your comments, Subscribe and Share. Pagehits: 0 Why does Chip War author Chris Miller think India has an edge in the semiconductor industry? In this December 2023 conversation with Soroco founder Rohan Murty at the Global AI Conclave, hosted by Moneycontrol and CNBC-TV18, Miller discusses where India stands as chips become a matter of national strategy. The case usually made for India rests…
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Murugavel Ganesan
January 01, 2024
Video
As part of the Manufacturing@MIT Distinguished Speaker Series, Pat Gelsinger, then CEO of Intel, spoke about Intel's past, present and future in the context of the US and global semiconductor industry. His case was simple: chip manufacturing had moved heavily to Asia, the US needed to rebuild leading-edge capacity at home, and Intel intended to be the company that did it. The full talk, just under an hour, is below. Video: MIT Manufacturi…
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Murugavel Ganesan
December 21, 2023
News
In August 2023 India moved laptops, tablets, all-in-one PCs, ultra small form factor computers and servers (tariff heading HSN 8471) into the "restricted" import category, so that each import needed a government authorisation. The stated aim was to grow domestic manufacturing, cut the electronics trade deficit and reduce dependence on a few source countries, chiefly China. This post was written in September 2023, while the rules were…
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Murugavel Ganesan
September 01, 2023
Semiconductor Industry
The CHIPS and Science Act is a United States federal law, signed by President Joe Biden on 9 August 2022, that authorises roughly 280 billion US dollars to strengthen American semiconductor manufacturing and scientific research. About 52.7 billion dollars of that is appropriated directly for semiconductors: manufacturing incentives, research and development, and workforce programmes. A 25% investment tax credit for chip manufacturing comes on to…
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Murugavel Ganesan
February 17, 2023
Semiconductor Manufacturing
News from May 2020. China's state-backed funds agreed to put about $2.25 billion into a wafer plant run by Semiconductor Manufacturing International Corp (SMIC), the country's largest contract chipmaker, to support advanced chip making as Washington tightened technology restrictions on China. The money went into SMIC's Shanghai joint venture for 14-nanometre and more advanced production, as reported by Bloomberg . Key takeaways …
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Murugavel Ganesan
May 19, 2020
TSMC
In May 2020 TSMC, the world's largest contract chipmaker, was reported to be preparing to build an advanced chip factory in Arizona, and on 15 May 2020 it confirmed the plan: a 5-nanometre fab costing about 12 billion US dollars, with production targeted for 2024. The move came as the US government grew concerned about its dependence on Asia for leading-edge chips. This post was written on 14 May 2020, the day before the announcement, and th…
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Murugavel Ganesan
May 14, 2020
News
News from April 2020. The RIPE NCC, the regional Internet registry that serves Europe, the Middle East and parts of Central Asia, publicly came out against "New IP", a proposal to redesign the Internet's core protocols that was backed by Huawei, Chinese telecom operators and the Chinese government. Its position, set out by Marco Hogewoning, was that today's Internet has technical challenges but does not need a whole new archit…
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Murugavel Ganesan
April 24, 2020
Semiconductor Business
Complying with the variety of environmental regulations has become a challenging task for electronics OEMs (Original Equipment Manufacturers). There are frequent changes to RoHS regulations and exemptions; the REACH SVHC list may be revised up to twice a year; large OEMs are developing their own unique requirements. This white paper describes GreenSoft's data collection services for RoHS/REACH/Full Disclosure Material Data. This overview il…
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