What Caught Our Eye This Week
Here’s our take on the latest technology developments:
- Intel Nixes India Fab
- Riamondo: US Chip Subsidies by Spring 2023
- TuSimple’s Shareholder Lawsuit: A ‘Blueprint’ for Investor Action?
News & Analysis
Just-in-Time is Neither Dead, Nor on Life Support
By Bolaji Ojo
What’s at stake:
The electronics industry abruptly rejected Just-in-Time inventory management during the recent shortages but the model is already staging a comeback, proving its efficacy compared with the more problematic Just-in-Case approach.
Training Future Engineers in the Semiconductor Metaverse
What’s at stake:
New U.S. fabs will generate tens of thousands of jobs. The outsourcing of chip manufacturing and the decline in engineering graduates mean many can’t be filled by qualified candidates. Proponents of the virtual factory scheme claim they can attract newcomers to the profession by training them on extended-reality tools.
Revealing AR’s Unintended Consequences on the Factory Floor
By Junko Yoshida
What’s at stake?
The novelty of AR and/or VR goggles tempts corporations to embrace the technology to bolster worker productivity. What many companies overlook is that short-term productivity gains achieved through technology may come at the cost of workers’ long-term ability to innovate.
Surely, technology can improve worker efficiency in manufacturing – it always has. This truism helps explain why so many corporations are eyeing the new tools of augmented reality and virtual reality (AR and VR) as the next big thing to streamline and improve their production lines. But equally significant is the impact of a given technology on human behavior.
Read More »Revealing AR’s Unintended Consequences on the Factory Floor
Intel Prepares to Break Ground on Ohio Fab
The ground-breaking ceremony near Columbus includes an impressive guest list.
What Caught Our Eye This Week
California Bill Targets Tesla
One might say it’s about time to tie Tesla’s hands.
Read More »What Caught Our Eye This Week
California’s Missed Opportunity to Regulate Tesla
What’s at stake:
Safety on public roads grows more tenuous. Tesla’s fraud isn’t just promoting its vehicles as self-driving when they are not. More problematic is that Tesla builds shoddy SAE Level 4 cars equipped with beta software, leading customers to believe they can drive Teslas anywhere. California legislators missed the big picture, a critic argues.
A Reborn Intel Enters the RISC-V Ecosystem
What’s at stake:
For the world’s largest CPU vendor to become a genuine facilitator for the open source RISC-V community, Intel must demonstrate its intent and commitment. Is its Pathfinder initiative for RISC-V enough? Can Intel gain the trust from those in the RISC-V ecosystem? At stake is the future of Intel Foundry Services.
Proposed ‘Reverse CFIUS’ Would Curb China Investments
What’s at stake:
Backers of proposed bipartisan legislation to create a Committee on National Critical Capabilities have failed to win over Congress thus far. But the latest version of the “reverse CFIUS” bill stands a better chance of passage, with implications for U.S. tech concerns looking to invest in China.