News of Intel’s move of its Core i3 processor to TSMC’s 5nm process marks a major shift in the industry, and naturally saw a tremendous amount of interest. With new CEO Pat Gelsinger returning to Intel shortly, the role of semiconductor manufacturing, from internal capacity to foundry is coming increasingly into the spotlight
This has also led to the role of semiconductors across Europe coming under renewed scrutiny this month, especially with the shortages facing car makers. Contracts were cancelled last year during the first peak of the pandemic, and foundry production shifted to the industrial and consumer market. This has highlighted the critical role of the semiconductor supply chain around the globe.
The prospect of €145bn funding to provide more independence in that supply chain is certainly of interest but faces significant challenges. The industry is also bouncing back from Covid-19 in 2021 with plans for growth despite a potential capacity crunch
The EU is also shaking up the space industry. A €13bn programme will see new innovations centres and a new launcher development to take on SpaceX, which sent a record 143 small satellites into orbit in one launch.
What will follow today’s 5G networks is also an area of close interest. The latest EU 6G project is looking at terahertz frequencies for higher speed wireless communication with even lower latency than today.
While consumer electronics has been on show at the first virtual CES show, medical electronics has been at the forefront of the pandemic over the last year. However Apple’s latest iPhone has demonstrated the risks when the two come together. The magnets in its Magsafe charging mechanism has been shown to interfere with ICD pacemakers, leading to more concerns about how the phones are carried.
While the iPhone issues are of concern, failures in the electronics on Tesla’s electric cars has led to a recall.