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CHIP SUPPLY CHAIN

Reporting on the CHIPS Act implementation, semiconductor supply chain risk, fab investment and U.S.-China technology trade policy.
5 ARTICLES
UPDATED TODAY
LATEST  ·  CHIP SUPPLY CHAIN
MAY 13 2026
2 MIN READ
FCC Filings Digest — May 12, 2026
The Federal Communications Commission processed 26 filings of regulatory significance on May 12, 2026, spanning FCC & Spectrum, Chip Supply Chain, and Broadband & 5G.…
MAY 8 2026
8 MIN READ
TSMC, Intel, Samsung US Fab Investments: Policy Timeline
The CHIPS and Science Act has directed $26 billion in confirmed awards to TSMC, Intel, Samsung, and Micron for U.S. fab construction. TSMC Arizona Phase 1 is in volume production at 92 percent yield; Intel Ohio has slipped to 2030; Samsung Taylor targets 2026.
MAY 6 2026
7 MIN READ
US Semiconductor Export Controls: BIS Rules and China Impact
BIS issued its broadest semiconductor export controls in October 2022, blocking China from acquiring advanced AI chips and fabrication equipment. Three years of rule iterations, Entity List expansions, and Trump administration reversals have reshaped global chip trade.
MAY 2 2026
9 MIN READ
Semiconductor Foundry Capacity: IoT, AI, and Supply Chain Constraints
Global foundry capacity splits along a fault line: AI demand has absorbed leading-edge nodes while legacy 28nm-and-above tiers — the substrate for most IoT and automotive chips — recover from a structural shortage that exposed a decade of underinvestment.
APR 18 2026
10 MIN READ
CHIPS Act: $52B Semiconductor Investment, Fab Buildout, and Export Controls
The CHIPS and Science Act (Pub.L. 117-167) appropriates $52.7 billion for domestic semiconductor manufacturing and R&D. Commerce has issued over $33 billion in direct manufacturing awards to TSMC, Intel, Samsung, Micron, and others. BIS export controls under 15 C.F.R. Parts 730-774 restrict advanced chip technology transfers to China.