Chinese chip firms say they can withstand new US export curbs
2 weeks, 6 days ago

Chinese chip firms say they can withstand new US export curbs

Deccan Chronicle  

Beijing/Seoul: Chinese chip companies targeted by Washington with fresh export controls have vowed to speed up supply chain localisation and said they would be able to continue production thanks to recent efforts to build equipment stockpiles. While Chinese authorities called the move "economic coercion", the measures appeared to have little impact on chip-making stocks, which rose slightly on Tuesday as analysts said the curbs were less stringent than feared. Manageable Disruption The U.S. curbs target the "weakest spot" in the Chinese semiconductor industry, which relies heavily on foreign equipment for manufacturing, said Martijn Rasser, managing director at Datenna, a data intelligence platform focused on China's technology. Capital expenditure by the Chinese chip industry next year will likely fall by $10 billion, or about 30% year-on-year, to $35 billion, as a result of these curbs, Jefferies analysts said in a note. But other analysts said the curbs may not have the desired effect as Chinese chip firms have since last year ramped up purchases of foreign made equipment from the likes of Dutch lithography machine maker ASML and US toolmaker Lam Research.

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China is probing Nvidia in a major escalation of its chip war with the US
2 weeks ago

China is probing Nvidia in a major escalation of its chip war with the US

CNN  

CNN — China has opened an antitrust investigation into American chipmaker Nvidia, the world’s largest provider of processors that power artificial intelligence, according to Chinese state media. China Central Television in a report Monday said the Chinese government believes Nvidia’s purchase of Israeli networking company Mellanox could violate the country’s anti-monopoly laws, though the report did not specify what the …

US chips 'highly unsafe, easy to hack', say Chinese industry bodies to tech companies, advises to buy local
Trending News
2 weeks, 5 days ago

US chips 'highly unsafe, easy to hack', say Chinese industry bodies to tech companies, advises to buy local

Firstpost  

In a rare coordinated response to escalating US restrictions on China’s semiconductor sector, four of China’s top trade associations claimed American chips are “no longer safe or reliable.” Beijing has also responded to US’ recent actions by banning the export of several critical minerals The call to reduce reliance on American chips could affect major US firms like Nvidia, AMD, …

China fights back against US' new chip restrictions, blocks export of key minerals needed in chipmaking
2 weeks, 5 days ago

China fights back against US' new chip restrictions, blocks export of key minerals needed in chipmaking

Firstpost  

Chinese Ministry of Commerce announced the restrictions, effective immediately, targeting gallium, germanium, antimony, and other key materials. It accused Washington of weaponising trade under the guise of national security China’s decision to block mineral shipments highlights its willingness to leverage its dominance in critical resources, as the country produces 98 per cent of the world’s gallium and 60 per cent …

ASML expects limited impact of U.S. chip export restrictions
2 weeks, 5 days ago

ASML expects limited impact of U.S. chip export restrictions

NL Times  

ASML, a leading semiconductor equipment maker, stated on Monday that it does not expect "direct material impact" from the latest U.S. export restrictions targeting China. The updated restrictions also leverage the foreign direct product rule, requiring non-U.S. companies utilizing American technologies to adhere to the export controls. Despite the tightening regulations, ASML maintained its 2024 revenue forecast of 30 billion …

China tightens curbs on exports of materials with chip-making applications to US
2 weeks, 6 days ago

China tightens curbs on exports of materials with chip-making applications to US

Live Mint  

China will strengthen controls on U.S.-bound exports of some materials that are used in chip making and can have military applications, a move that comes amid rising trade tensions between the two countries. The Chinese Ministry of Commerce said Tuesday that it will ban exports of so-called dual-use materials to the U.S. for military purposes. A ministry spokesperson said the …

China hits back against US chip crackdown
2 weeks, 6 days ago

China hits back against US chip crackdown

Al Jazeera  

Beijing bans exports of critical minerals to US, and several industry groups tell companies to avoid US chips. China has banned exports to the United States of the critical minerals gallium, germanium and antimony, which have widespread military applications, escalating trade tensions the day after Washington’s latest crackdown on China’s chip sector. “China has been signalling for some time that …

The US Just Made It Way Harder for China to Build Its Own AI Chips
3 weeks ago

The US Just Made It Way Harder for China to Build Its Own AI Chips

Wired  

The US Department of Commerce introduced a sweeping package of export controls on Monday designed to weaken China’s domestic semiconductor ecosystem and undermine the country’s ability to manufacture advanced chips locally. The new regulations prevent China from accessing 24 types of chip-manufacturing equipment and three software programs, and place restrictions on the sale to China of high-bandwidth memory, or HBM, …

AI and semiconductors: China hits out at latest US effort to block Beijing’s access to chip technology
3 weeks ago

AI and semiconductors: China hits out at latest US effort to block Beijing’s access to chip technology

CNN  

Editor’s Note: Sign up for CNN’s Meanwhile in China newsletter which explores what you need to know about the country’s rise and how it impacts the world. Hong Kong/Washington CNN — The Chinese government has slammed America’s introduction of fresh export controls on US-made semiconductors that Washington fears Beijing could use to make the next generation of weapons and artificial …

US unleashes another crackdown on China’s chip industry
3 weeks ago

US unleashes another crackdown on China’s chip industry

Al Jazeera  

The move is President Joe Biden’s administration’s last large-scale effort to stymie China’s ability to access and produce chips. The United States has launched its third crackdown in three years on China’s semiconductor industry, curbing exports to 140 companies, including chip equipment maker Naura Technology Group, among other moves. The latest effort on Monday to hobble Beijing’s chipmaking ambitions also …

TSMC caught in crossfire of US-China tech war, struggling to maintain neutrality
3 weeks, 5 days ago

TSMC caught in crossfire of US-China tech war, struggling to maintain neutrality

Firstpost  

TSMC’s challenge isn’t just about staying in the US’s good graces. Any misstep could invite intervention from Chinese authorities, risking profits and potentially destabilising the global semiconductor supply chain With giants like Apple and Nvidia on its client list, TSMC has no choice but to comply fully with US investigations. Image Credit: Reuters The escalating tech battle between the US …

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips
1 month ago

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips

Firstpost  

China’s purchases of American semiconductors soared to $1.11 billion in October, a 60 per cent increase compared to the same period last year. Between January and October, chip imports from the US totalled $9.61 billion Trump’s return to the presidency has reignited concerns in China about expanded sanctions targeting its tech industry. Recent customs data reveals that China’s purchases of …

Alarmed China over Trump victory plans to choke chip industry
1 month ago

Alarmed China over Trump victory plans to choke chip industry

Firstpost  

As China dominates the supply of minerals needed to manufacture chips, it is expected to choke supplies in case Donald Trump ramps up the US-China trade war after assuming office in January Semiconductor chips are seen on a printed circuit board in this illustration picture taken 17 February, 2023. How China uses control of supply chains in trade war China …

When the chips are down: A US-China trade war?
1 month, 1 week ago

When the chips are down: A US-China trade war?

Live Mint  

On Monday, Taiwan Semiconductor Manufacturing Co, the world’s largest chipmaker, was reportedly stopped from shipping advanced ‘AI’ chips to China’s biggest tech conglomerate, Huawei. Since 2019, Huawei has been on a trade restriction list after the US alleged cyber espionage by the company, as well as its seemingly close ties with China’s government. Last month, a tech strip-down found TSMC’s …

India must cash in on chip war
1 month, 1 week ago

India must cash in on chip war

Hindustan Times  

The US government’s latest directive to TSMC, halting shipments of advanced semiconductors to China, marks a significant escalation in the global chip wars. The US has tightened its grip on advanced chip sales to China, from restricting Nvidia and AMD’s AI chip sales in 2022 to planning additional controls on about 120 Chinese tech firms. The Biden administration’s sustained pressure …

TSMC halts shipments of advanced AI chip to Chinese companies, top lawmakers demand ‘transparency’
Trending News
1 month, 1 week ago

TSMC halts shipments of advanced AI chip to Chinese companies, top lawmakers demand ‘transparency’

Firstpost  

Top lawmakers in the US are demanding that chipmakers, to reveal various details about their sales to Chinese companies. At the heart of this tension is a fear in Washington that China’s rapidly advancing chipmaking capabilities could fuel military modernisation TSMC stated it remains committed to following all relevant export rules and regulations. Meanwhile, US lawmakers have upped the pressure, …

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report
Trending News
1 month, 1 week ago

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report

ABP News  

Taiwan Semiconductor Manufacturing Co has reportedly informed Chinese chip design companies that it will halt the production of their most advanced AI chips starting Monday, according to a Financial Times article citing three sources familiar with the situation. TSMC, which holds the title of the world’s largest contract chipmaker, has notified its Chinese clients that it will no longer be …

US Weighs AI Chip Export Caps to Certain Countries
2 months, 1 week ago

US Weighs AI Chip Export Caps to Certain Countries

Bloomberg  

Note to readers: For previous subscribers to Bloomberg's Open and Close newsletters, welcome to the Evening Briefing, our flagship newsletter that brings you the context and analysis you've come to expect from Bloomberg News. US government officials are reviewing its AI chip policy and are discussing a new approach to regulating sensitive technology by setting a ceiling on export licenses …

US roll outs new export controls aimed at restricting China’s chip industry
3 months, 2 weeks ago

US roll outs new export controls aimed at restricting China’s chip industry

Al Jazeera  

The United States has rolled out fresh export controls on quantum computers and semiconductor-manufacturing equipment amid concerns about the use of advanced technologies by rivals such as China. “Today’s action ensures our national export controls keep step with rapidly evolving technologies and are more effective when we work in concert with international partners,” Under Secretary for the Bureau of Industry …

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report
3 months, 3 weeks ago

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report

Firstpost  

China has spent a record $25 billion in buying chipmaking equipment so far this year and is expected to spend $50 billion by the end of the year Amid an escalating trade war with the West, China has emerged as the top buyer of chipmaking tools this year, according to a report. Amid such a conflict, the Semiconductor Equipment and …

China warns Japan of retaliation over potential new chip curbs: Report
3 months, 3 weeks ago

China warns Japan of retaliation over potential new chip curbs: Report

The Hindu  

China has warned of severe economic retaliation against Japan if it further restricts sales and servicing of chipmaking equipment to Chinese firms, Bloomberg News reported on Monday, citing people familiar with the matter. Toyota Motor privately told Japanese officials that Beijing could react to the curbs by cutting Japan's access to minerals required for automotive production, the report said. China's …

Coercive intent of 'chip alliance' laid bare: China Daily editorial
3 months, 3 weeks ago

Coercive intent of 'chip alliance' laid bare: China Daily editorial

China Daily  

About three weeks after talks with the United States on new measures to restrict exports of semiconductor equipment to China, Dutch Prime Minister Dick Schoof told the media on Friday his government will "watch out very specifically for the economic interests of ASML" when deciding whether to further tighten the rules governing exports to China. Schoof expressed a balanced stance …

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms
4 months, 1 week ago

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms

China Daily  

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. LOS ANGELES - Democratic lawmakers from the western US state of California are urging the Biden administration to halt its reported plans of imposing new restrictions on technology exports to China, arguing that a further round of controls "could send longstanding …

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms
4 months, 1 week ago

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms

China Daily  

Xinhua | Updated: 2024-08-15 16:37 Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. LOS ANGELES - Democratic lawmakers from the western US state of California are urging the Biden administration to halt its reported plans of imposing new restrictions on technology exports to China, arguing that a further round …

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms
4 months, 1 week ago

California Democrats fear more restrictions on China could lead to 'death spiral' for US tech firms

China Daily  

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. LOS ANGELES - Democratic lawmakers from the western US state of California are urging the Biden administration to halt its reported plans of imposing new restrictions on technology exports to China, arguing that a further round of controls "could send longstanding …

China makes a fool out of US, skirting AI chips sanctions using a web of smugglers, front companies
4 months, 2 weeks ago

China makes a fool out of US, skirting AI chips sanctions using a web of smugglers, front companies

Firstpost  

The US AI chip bans have undeniably hampered China’s AI development, increasing costs and difficulties in acquiring necessary technology. However, the persistent black market and legal loopholes have allowed China to continue its progress Despite US efforts to prevent some of the most powerful AI processing chips from reaching the hands of Chinese governments and companies that work closely with …

Chinese businesses hoping to expand in the US and bring jobs face uncertainty and suspicion
4 months, 2 weeks ago

Chinese businesses hoping to expand in the US and bring jobs face uncertainty and suspicion

Associated Press  

WASHINGTON — It was billed as the “biggest ever economic development project” in north Michigan when Gov. “The main reason is U.S.-China rivalry, and the U.S. government prioritizes ‘national security’ over economic interests in dealing with China.” Lizhi Liu, an assistant professor of business at Georgetown University, said the trend, along with the decline of U.S. investments in China, could …

Weakness of US' 'iron chip curtain' exposed: China Daily editorial
4 months, 3 weeks ago

Weakness of US' 'iron chip curtain' exposed: China Daily editorial

China Daily  

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. The Biden administration has employed the provision to ban foreign companies from exporting semiconductor manufacturing equipment and advanced chips that contain US technologies or parts to Chinese companies. The other takeaway from the move is that more and more US allies …

US stock market: Intel shares buck the chips rout, rise 8%
5 months ago

US stock market: Intel shares buck the chips rout, rise 8%

Live Mint  

Intel Corp. shares bucked the chips rout on Wednesday, rising as much as 8.2 per cent on speculations that the company could benefit from policies under either a Biden or Trump administration. Chip stocks plunged on worries over trade curbs on companies giving China access to advanced semiconductor technology. According to a Bloomberg report, the Biden administration has told US …

Chip stocks shed $480bn on China trade fears, Trump’s Taiwan comments
5 months ago

Chip stocks shed $480bn on China trade fears, Trump’s Taiwan comments

Al Jazeera  

US told allies it is considering using the most severe trade curbs available if companies continue giving Beijing access to advanced semiconductor technology. Wall Street’s semiconductor index lost over $480bn in stock market value on Wednesday and headed for its worst session since 2022 after a report said Washington was mulling tighter curbs on exports of advanced semiconductor technology to …

Europe seeks industry views on China's older generation chips
5 months, 2 weeks ago

Europe seeks industry views on China's older generation chips

The Hindu  

The European Commission has begun canvassing the region's semiconductor industry for its views on China's expanded production of older generation computer chips, two sources familiar with the matter told Reuters. The Commission's antitrust chief Margrethe Vestager indicated in April the executive might investigate legacy chips after a meeting in Belgium with U.S. officials, including Commerce Secretary Gina Raimundo. For equipment …

Chinese AI firms showcase resilience, innovations at AI event despite US sanctions
5 months, 2 weeks ago

Chinese AI firms showcase resilience, innovations at AI event despite US sanctions

Hindustan Times  

SHANGHAI, - Chinese tech companies, from industry giants to ambitious startups, converged at the World AI Conference in Shanghai this week to showcase their latest innovations and express strong support for the country's artificial intelligence sector even as it faces U.S. sanctions. Chinese AI firms showcase resilience, innovations at AI event despite US sanctions More than 150 AI-related products and …

Decoupling result of US' China policy
5 months, 3 weeks ago

Decoupling result of US' China policy

China Daily  

By Yifan Xu in Washington | China Daily | Updated: 2024-06-27 09:51 Capital market decoupling between the United States and China is occurring to some extent, and US restrictions targeting China have played a significant role, experts said. US President Joe Biden signed an executive order last August to establish a foreign investment review mechanism to restrict US entities from …

Selling damaging US chip move no easy task: China Daily editorial
6 months ago

Selling damaging US chip move no easy task: China Daily editorial

China Daily  

The US side makes no bones about the core mission of Under Secretary of Commerce for Industry and Security Alan Estevez's planned visits to the Netherlands and Japan early next month. The intention is to press the two US allies to further tighten and expand their implementation of the United States' ban on high-end chip and equipment exports to China. …

India's electronics sector loses ₹1.25 lakh crore due to India-China tensions
6 months, 1 week ago

India's electronics sector loses ₹1.25 lakh crore due to India-China tensions

Hindustan Times  

Escalating tensions with China are said to have cost Indian electronics manufacturers $15 billion in production losses as well as 100,000 jobs in the past four years, the Economic Times reported. In submissions to various ministries, the electronics manufacturing industry said India has also lost out on a $10 billion export opportunity besides $2 billion in value addition loss, according …

Chinese AI chip firms downgrading designs to secure TSMC production, sources say
6 months, 2 weeks ago

Chinese AI chip firms downgrading designs to secure TSMC production, sources say

The Hindu  

Some Chinese AI chip companies are now designing less powerful processors to retain access to Taiwan Semiconductor Manufacturing Co production in the face of U.S. sanctions, four people with knowledge of the matter said. The most recent set of U.S. export controls imposed last October have exposed just how limited China's production capacity for advanced chips is and how dependent …

4 Ways China Gets Around US AI Chip Restrictions
6 months, 2 weeks ago

4 Ways China Gets Around US AI Chip Restrictions

The Diplomat  

The recently concluded Computex 2024 in Taipei gathered the world’s most renowned computer manufacturers, and invited an unprecedentedly large number of CEOs of chip manufacturers to be its keynote speakers. The goals of the Biden administration’s technology policy – described as a “small yard, high fence” approach – are to impede, cripple, and delay China’s development of precisely this kind …

Experts slam 'overcapacity' talk
7 months ago

Experts slam 'overcapacity' talk

China Daily  

Employees work at an auto production facility in Jinhua, Zhejiang province, in April. BEIJING — China's booming new energy vehicle sector recently drew scrutiny for purported "Chinese overcapacity" from certain Western nations. As a proactive response to the global green and low-carbon transition, China's thriving sectors like NEVs, wind power and photovoltaics have gained more prominence, Huo said. Huo noted …

Taiwan is selling more to the US than China in major shift away from Beijing
7 months ago

Taiwan is selling more to the US than China in major shift away from Beijing

Associated Press  

WASHINGTON — Whether it’s tapioca balls or computer chips, Taiwan is stretching toward the United States and away from China — the world’s No. In a stark illustration of the shift, the U.S. displaced mainland China as the top destination for Taiwan’s exports in the first quarter of the year for the first time since the start of 2016, when …

S. Korea to set up $7-billion aid package for chip industry
7 months, 1 week ago

S. Korea to set up $7-billion aid package for chip industry

The Hindu  

South Korea will set up an aid package worth more than $7 billion to support its chip industry, the Finance Ministry said on Sunday, as part of its drive to boost its critical semiconductor sector. This initiative follows its pledge last year to build the world's largest chip centre using $240 billion of private investment, primarily from Samsung Electronics, the …

Chip coercion further undermines trust in what US says: China Daily editorial
7 months, 2 weeks ago

Chip coercion further undermines trust in what US says: China Daily editorial

China Daily  

Employees work on a chip production line of a tech company in Shishi, Fujian province. In yet another act of "economic coercion" targeting Chinese companies, the US has revoked export licenses that allowed tech giants such as Qualcomm and Intel to supply chips to Chinese telecommunications equipment company Huawei, which Washington has already put on a trade restriction "entity list" …

China seen as indispensable to global supply chain
8 months ago

China seen as indispensable to global supply chain

China Daily  

The assembly line of the Airbus A320 family of aircraft in Tianjin. George Xu, CEO of Airbus China, said in an exclusive interview last month: "In the past, we had to ship all the big parts from Europe, which took 60 days., we worked with a Chinese partner, the Aviation Industry Corp of China, to produce the parts locally and …

China seen as indispensable to global supply chain
8 months ago

China seen as indispensable to global supply chain

China Daily  

The assembly line of the Airbus A320 family of aircraft in Tianjin. George Xu, CEO of Airbus China, said in an exclusive interview last month: "In the past, we had to ship all the big parts from Europe, which took 60 days., we worked with a Chinese partner, the Aviation Industry Corp of China, to produce the parts locally and …

How China Could Swamp India’s Chip Ambitions
9 months ago

How China Could Swamp India’s Chip Ambitions

Live Mint  

When India’s largest conglomerate, Tata Group, broke ground on a $11 billion semiconductor factory this week, Prime Minister Narendra Modi said the country was poised to become a world leader in the sector. View Full Image China’s aggressive expansion comes at a time when the market for legacy chips is already well supplied. But India would struggle to shower such …

US is constantly assessing expansion of export controls on chips that could boost China's military
9 months, 1 week ago

US is constantly assessing expansion of export controls on chips that could boost China's military

Associated Press  

MANILA, Philippines — The United States is constantly assessing the need to expand export controls to stop China from acquiring advanced computer chips and manufacturing equipment that could be used to boost its military, U.S. Commerce Secretary Gina Raimondo said Monday. Last year, the U.S. Commerce Department broadened the export controls, sparking protests from China’s Commerce Ministry that the restrictions …

US Govt Is Restricting AMD From Selling AI Chips To China Because They Are Too Powerful
9 months, 2 weeks ago

US Govt Is Restricting AMD From Selling AI Chips To China Because They Are Too Powerful

News 18  

Advanced Micro Devices hit a U.S. government roadblock in its efforts to sell an artificial intelligence chip tailored for the Chinese market, as part of Washington’s crackdown on the export of advanced technologies to the country, Bloomberg News reported on Monday. The chip has lower performance than what AMD sells outside of China, and was designed to meet U.S. export …

Experts: China still dominates manufacturing
10 months ago

Experts: China still dominates manufacturing

China Daily  

By LIA ZHU in San Francisco | chinadaily.com.cn | Updated: 2024-02-21 11:15 Workers assemble doors for new energy vehicles at the Dayun New Energy Vehicle Production Base in Yuncheng, Shanxi province, on Jan 25, 2024. "By working diligently to be a part of global near-shoring efforts, China continues to solidify its position as the dominant player in manufacturing and global …

Experts: China still dominates manufacturing
10 months ago

Experts: China still dominates manufacturing

China Daily  

Workers assemble doors for new energy vehicles at the Dayun New Energy Vehicle Production Base in Yuncheng, Shanxi province, on Jan 25, 2024. "By working diligently to be a part of global near-shoring efforts, China continues to solidify its position as the dominant player in manufacturing and global supply chain," said Kfuri, founder of the Atlas Network LLC, an American …

China is quietly reducing its reliance on foreign chip technology
10 months, 1 week ago

China is quietly reducing its reliance on foreign chip technology

Live Mint  

From consumer gadgets to cars, China has time and again shown a knack for emulating cutting-edge foreign technology. America’s decision in 2022 to halt exports to the country of its whizziest chips and chipmaking tools brought into stark relief the chokehold of China’s geopolitical rivals over the industry. In December last year China’s imports of the lithography machines used to …

More mature chip units to come up
11 months, 1 week ago

More mature chip units to come up

China Daily  

By CHENG YU | China Daily | Updated: 2024-01-16 09:05 Employees pack imported chips at a distribution center in Shanghai. Chinese chipmakers are increasing efforts to manufacture mature chips in order to prepare for the expected recovery in the global semiconductor sector this year, industry experts said on Monday. By contrast, Chinese chipmakers' production capacity may have increased 12 percent …

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