66/100
VUCA INDEX
SITUATION · GLOBAL · TECHNOLOGY · TRADE
Global Semiconductor Competition
VUCA INDEX 66/100RISINGCONFIDENCE 0.68+6 / 14D
WHAT CHANGED · LAST 72H
—MOFCOM extends export licensing to gallium and germanium processing equipment.
—Infineon opens €5B Dresden power fab three months early.
—SK hynix unveils ~$713B multi-year capacity expansion plan.
INTENSITY · OBSERVED + FORECAST
BASELINE 55+11 VS BASELINE
90D OBSERVEDBASELINE = TRAILING 90D MEDIANFORECAST · DASHED
VUCA COMPONENTS
Volatility61
Uncertainty61
Complexity77
Ambiguity54
MOMENTUM +6 / 14DHORIZON 90D19 CLAIMS · 33 EVIDENCE ITEMS
RAW SIGNAL · LIVE
INGESTION V0 · UNPROCESSED'Up to 500 million chips a year': PM Modi inaugurates CG Semi chip plant in Gujarat, recalls '20-year-old dream'- Moneycontrol.com↗moneycontrol.com · JUL 4 · 15:30ZInside Infineon’s €5B Dresden Fab: Virtual Fab Cloning Fast-Tracked the Launch↗eetimes.com · JUL 4 · 10:40ZComputational Strategies for Schottky Barrier Heights Prediction (NIST, U. Maryland, Johns Hopkins)↗semiengineering.com · JUL 3 · 20:57ZLLM Agents To Refactor Software For High Level Synthesis (Carnegie Mellon, UCLA)↗semiengineering.com · JUL 3 · 20:40ZProbabilistic Memory Architecture That Bridges The Gap Between RNG Sampling and Memory Access (Notre Dame, Georgia Tech, Villanova)↗semiengineering.com · JUL 3 · 20:32ZSK hynix Plans $713B Domestic Investment↗eetimes.com · JUL 3 · 13:57ZSpain’s Semiconductor Landscape: Six Stories from a Growing Ecosystem↗eetimes.com · JUL 3 · 07:10ZChip Industry Week In Review↗semiengineering.com · JUL 3 · 07:01Z
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