Takshashila Blog | A Potential Strategy to Navigate a Fractured RISC-V Ecosystem

In the rapidly evolving world of semiconductor geopolitics, a new fault line is emerging, one that could have far-reaching implications for countries like India. The United States, in its strategic tussle with China, could be contemplating imposing export controls on (Reduced Instruction Set Computer or RISC-V technology.

Developed at the University of California, Berkeley, RISC-V is an open-source instruction set architecture (ISA), a set of basic instructions and functions that allows companies to develop microprocessors based on this specification.  Read the full blog here.

Moneycontrol | Growing US-China chip rivalry presents India with its geopolitical moment

In the US-China geopolitical tussle, 2022 was a watershed moment. In August, Washington unveiled the CHIPS and Science Act and followed it up with chip export controls in October, setting the tone for an intense rivalry in emerging and critical technologies with semiconductors at the forefront. The CHIPS and Science Act had but one objective: reshoring chip manufacturing back in the US from East Asia, where 85 percent of the current global fabrication capacity is concentrated. The export controls aimed to restrict China's access to advanced semiconductors and keep Chinese chip manufacturing capabilities behind the US by at least a decade. The controls also imposed restrictions on foreign companies operating in China, which relied on technology and capital sourced from the US. Read the full article here.

The New CHIPS Bill Raises More Questions Than it Answers for the US

Last week, the US Senate decided to advance a bill to promote and support semiconductor chip manufacturing in the country. The bill, known as the CHIPS Act, is an extension to the previous year’s legislation passed by the Senate which approved a $250 billion bill to reinforce US chip-making to compete with the growing clout of China. But how much can the CHIPS Act achieve the goals and objectives that the US government intends to? Will there be any unintended consequences and unfavourable effects that might arise from the Act itself?