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April 2022 — Contents
Will gallium nitride compete with silicon NEWS
in high-frequency and power and apps? 8-Fab equipment spending moving toward $107B record
9-”Lithium Valley” project: enough material for all batteries
Over the past few years, GaN technology has 10-UMC plans Singapore expansion for $5 billion investment
started to gain adoption and increased usage in 13-Microprocessor growth will slow this this year
power and high-frequcny applications. This article 14-Energy Dept. seeks input on rare earth elements refinary
explains why, Tom Terlizzi, 3 16-Global materials set record of $64 billion in 2021 — SEMI
19-Ukraine invasion may affect prices of neon, other gases
20-Global materials market topped $64 billion in 2021
Biden urges Congress: Pass Innovation 23-Solid state batteries may improve performance 2X
Act. Speaking at the State-of-the-Union in March, 26-20% increase in wafer foundry market forecast
President Biden covered a range of topics, including 28-Top 10 foundries reached $29.55 billion in 4Q21, full year
30-300mm fabs may exceed 200 by 2026
a shout-out to Intel for its planned Ohio mega-fab, 32-Rubber material may be key to better EV batteries
10 33-Earthquake temporarily closes Renesas chip plants
33-Wirless market will reach $8.3B by 2026 — IDC
Intel pledges $88 billion investment for 34-Use a tree fork, save concrete carbon
36-High-end packaging may be $7.87B market by 2027 — Yole
EU. Intel says it will make unprecedented invest- 37-WBG vehicle chips offer most development potential
ments in several European countries, including 38-Wearables delivered double-digit growth for 4Q21 and year
France, Germany, Ireland, Italy, Poland and Spain, 39-Flash memory CAPEX may reach record $29.9B record
15 Cover: Not content with its recent announcement to place a
fabmega-site near Columbus, Ohio, with construction to begin
late this year, Intel just confirmed industry reports that it plans
Industry CAPEX forecast to reach over to site a fab in Magdeburg, Germany and build or expand facili-
$190 billion this year. Forecast by IC In- ties in France, Ireland, Italy, Poland and Spain.
sights, says this will mark the first three-year pe- Contents Copyright ©2022 by TAP TIMES
riod since 1993-95 for double-digit CAPEX growth, Advertisement
21 Air-Cavity QFN? www.MirrorSemi.com
