CHINA CHIPS MANUFACTURING
Asia's factory activity expands in June on solid global demand
The surveys show how Chinese firms are ramping up production despite weak domestic demand, which Beijing has failed to reverse with a rescue package for an ailing property sector.
China's ByteDance working with Broadcom to develop advanced AI chip
China's ByteDance collaborates with U.S. chip designer Broadcom to develop a 5nm AI processor, ensuring a stable supply of high-end chips for TikTok and other apps amid U.S.-China tensions.
How China rose to lead the world in cars and solar panels
Heavy subsidies for industry, together with weak sales in China, have set the stage for an export boom, raising fears of factory job losses elsewhere
TSMC says it has discussed moving fabs out of Taiwan, but such a move impossible
TSMC, a Taiwanese chipmaker, discussed moving its fabrication plants off the island amid tensions with China, but deemed it impossible due to 80-90% production capacity in Taiwan.
Why imports from China are rising despite atmanirbhar Bharat initiatives
Imports from China is something India should monitor. But in some ways, this might be the way for the country to become a self-reliant economy.
Mark Mobius turns bullish on Chinese stocks amid recent rally
Mark Mobius turned bullish on Chinese equities, citing confidence in the recent rebound after advising investors to avoid them in April.
Nvidia cuts China prices in Huawei chip fight
The flattening prices underscore the challenges Nvidia's China business faces amid U.S. sanctions on AI chip exports and heightened competition, casting a cloud over its future in a market that contributed 17% to its revenue for fiscal 2024.
Nvidia cuts China prices in Huawei chip fight, sources say
Nvidia's advanced AI chip designed for the Chinese market is facing challenges, with oversupply leading to lower prices than Huawei's rival chip. This highlights the difficulties Nvidia faces in China due to US sanctions and competition. While Nvidia aims to capture market share, the future looks uncertain. China's AI industry is growing, and Nvidia is balancing market needs and US tensions. The H20 chip's performance will be crucial, especially against Huawei's Ascend 910B, which is expected to see increased shipments.
If China invades Taiwan, ASML and TSMC can disable chip machines
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have measures in place to remotely disable chipmaking machines in the event of a Chinese invasion of Taiwan. The US government has expressed concerns about the impact of such an attack on the global semiconductor supply chain. ASML's advanced EUV machines are crucial in this scenario, with TSMC being a major client. The stakes are high as Taiwan produces around 90% of the world's most advanced chips.
Biden sharply hikes US tariffs on Chinese chips, cars & other items worth billions
President Joe Biden announced a significant increase in tariffs on various Chinese imports, including electric vehicles and medical products, to address what the White House deems unfair trade practices. The move aims to bolster U.S. economic security but risks straining relations with Beijing ahead of the upcoming election.
Global chips battle intensifies with $81 billion subsidy surge
The concern over China’s rapid advances in key electronics turned into a full-scale panic during the pandemic because chip shortages emphasised the significance of these tiny devices for economic security.
Chipping in: N Chandrasekaran to chair Tata Electronics
Chandrasekaran will take over from Banmali Agrawala who has held the post for the last few years. Chandrasekaran who is already chairman of many key Tata group companies will take charge after requisite regulatory approvals. Agrawala, a key Tata Sons aide, has taken on an advisory role recently in the group.
Huawei's new phone uses more China-made parts, memory chip
Huawei's Pura 70 Pro showcases China's tech self-sufficiency advancements through increased use of Chinese suppliers, including HiSilicon's NAND memory chip, and Kirin 9010 processor, challenging U.S. sanctions and impacting the smartphone market.
US revokes Intel, Qualcomm's export licenses to sell to China's Huawei, sources say
The United States stated on Tuesday that it has revoked certain licenses that permit companies to transport products, like chips, to the sanctioned Chinese telecommunications equipment manufacturer Huawei Technologies.
Latest version of made-in-China chip powers new Huawei phone
The Pura 70 series Huawei unveiled last week sports the Kirin 9010 processor, consultancy TechInsights found in a teardown of the device. That's a newer version of the Kirin 9000s made by Semiconductor Manufacturing International Corp. for the Mate 60 Pro, which alarmed officials in Washington who thought a 7-nanometer chip beyond China's capabilities.
ICEA bats for semiconductor chip design, manufacturing to be treated as strategic sector
Industry body ICEA has recommended various measures, including encouraging large Indian corporates to invest in semiconductor design and treating chip design and manufacturing as a strategic sector, to place India at the forefront of semiconductor product design and IP creation. India Cellular and Electronics Association (ICEA), in its latest report, also recommended that India should establish an exclusive market exchange for electronics and hi-tech industry.
Chip off the old Taiwanese block
The recent earthquake off Taiwan's east coast highlights the risks of concentrating chip-making capacity in one territory. While initial reports suggest no immediate impact on supply chains, the incident underscores the need for diversification. Chipmakers are already accelerating plans to diversify beyond Taiwan due to factors like the Covid outbreak and tensions with China. India, with its ambitions in chip manufacturing, offers an interesting proposition for Taiwanese chipmakers and could play a crucial role in diversifying the global semiconductor supply chain.
Japan approves $3.9 billion in subsidies for chipmaker Rapidus
Japan previously agreed to provide subsidies worth some 330 billion yen to Rapidus. The newly approved aid includes 53.5 billion yen for advanced packaging, which is becoming increasingly important for driving chip performance improvement.
US assessing expansion of chip controls to counter China's military growth
"Technology is changing faster than ever, which means we have to wake up every day and ask ourselves, 'are we doing enough?' My job is to protect the American people and to make sure there are no sophisticated technology that we have, that China doesn't have, that they can't access it and use it to enable the Chinese military," Raimondo said.
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