US ALLIES CHIP MANUFACTURING CHINA
Ukraine urges NATO to lift restrictions on targeting Russia, China denounces criticism
NATO members issued a declaration in support of Ukraine at a summit in Washington on Wednesday, promising additional aid and pledging to back its "irreversible path" to NATO membership. "At this summit we are turning a corner and putting in place the foundations for Ukraine to prevail," NATO Secretary General Jens Stoltenberg told a news conference after a three-day meeting in Washington of the 32 NATO states.
Chinese overcapacity has significant spillovers around the world: US
In his remarks, Shambaugh said the US is not isolated in seeking to address negative spillovers from China's non-market practices.
US chipmaker Analog Devices increases India headcount by 30%
Analog Devices has offices in Bengaluru, Gandhinagar, and Hyderabad, with a current workforce of 1,500 in India, including 1,200 engineers, according to Srinivas Prasad, senior director and head of Analog Devices in India. Globally, the company employs 26,000 people across 31 countries, with over 11,000 being engineers.
All about chip giant TSMC that crossed $1 trillion market cap
Set up by MIT and Stanford graduate Morris Chang in 1987, TSMC soon became the leader of the semiconductor industry. The Taiwan-based company manufactures almost 90% of the world's total chips and is the sole supplier of tech giants like Nvidia, Apple, Qualcomm AMD and others.
U.S. creates high-tech global supply chains to blunt risks tied to China
The core elements of the plan include getting foreign companies to invest in chipmaking in the United States and finding other countries to set up factories to finish the work.
Trillion-dollar chip giant: Five things to know about TSMC
Taiwanese semiconductor titan TSMC briefly joined a rarefied club of companies valued at more than $1 trillion on Monday. It works closely with AI leader Nvidia, which became the world's most valuable traded company in June with a market capitalisation of around $3.3 trillion.
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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.
Will US get involved in a potential China-Taiwan conflict? Will it confront PLA in Taiwan Strait?
Many US lawmakers have expressed concern regarding a potential conflict between China and Taiwan. This may force the US to get involved.
US is slowing AI chip exports to Middle East by Nvidia, AMD
In October, the Commerce Department added much of the Middle East to chip export restrictions that originally focused on China and a handful of other foreign adversaries. That meant companies needed a special US government license to ship cutting-edge semiconductors and chipmaking tools to countries such as Saudi Arabia and the UAE.
How China pulled so far ahead on industrial policy
The problem for the West, though, is that China's industrial dominance is underpinned by decades of experience using the power of a one-party state to pull all the levers of government and banking, while encouraging frenetic competition among private companies.
How China pulled so far ahead on industrial policy
The problem for the West, though, is that China's industrial dominance is underpinned by decades of experience using the power of a one-party state to pull all the levers of government and banking, while encouraging frenetic competition among private companies.
To woo local chip makers, China sets up $47.5-billion fund
The third phase of National Integrated Circuit Industry Investment Fund has amassed 344 billion yuan ($47.5 billion) from the central government and various state-owned banks and enterprises, including Industrial & Commercial Bank of China Ltd, according to Tianyancha, an online platform that aggregates official company registration information. The fund was incorporated on May 24.
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.
New Taiwan president Lai hails 'glorious' democracy
Taiwan President Lai Ching-te has hailed the arrival of a "glorious era" for Taiwan's democracy and called on China to cease political and military intimidation. In an inauguration speech, Lai thanked citizens for refusing to be swayed by external forces and urged them to demonstrate their resolution to defend their nation. Lai has been described by Beijing as a "dangerous separatist" for his past comments on Taiwan's independence, but has since moderated his rhetoric.
US efforts to reshape global supply chains gather pace in Asia
President Joe Biden's tariff hikes on Chinese imports are reshaping Asian trade routes, with Taiwan's exports to the US surging over 80% in April.
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.
How China rose to lead the world in cars and solar panels
Top leaders in the United States and Europe have started urging China to reduce its exports to the world and boost its imports.
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.
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.
Why maintaining ASML equipment is the new front in US-China chip war
ASML dominates the market for lithography tools - huge expensive, complex machines that perform one step in the chipmaking process, helping to create circuitry.
Targeting Chinese chips, US to push Dutch on ASML service contracts
Washington may also be seeking to add to a list of Chinese chipmaking factories restricted from receiving Dutch equipment as part of the discussions, one of the people said. The Dutch Foreign Ministry confirmed the upcoming meeting but did not elaborate on which topics would be on the agenda.
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.
US urges allies to bar firms from servicing key chipmaking tools for China
The Biden administration announced new restrictions on shipments of American-made chipmaking tools to advanced Chinese chip factories in 2022, and convinced key chipmaking tool producers Japan and the Netherlands to follow suit with their own controls.
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