Top Chinese memory chip maker feels the heat as US suppliers halt operations
2 years, 2 months ago

Top Chinese memory chip maker feels the heat as US suppliers halt operations

Firstpost  

The US move to impose restrictions on semiconductor exports to China has badly affected state-owned Yangtze Memory Technologies, which has suffered a big fall in its share price Beijing: The Joe Biden administration turned up the intensity in the trade war with China as US suppliers started pulling out staff based at China’s leading memory chip maker and pausing business activities in the world’s most populous nation. The US move to impose restrictions on semiconductor exports to China has badly affected state-owned Yangtze Memory Technologies, which has suffered a big fall in its share price. Yangtze Memory Technologies is facing a freeze in support from key US suppliers including KLA Corp. KLAC, Lam Research Corporation and LRCX. The latest US move follows last week’s sweeping curbs against China’s chip sector, ostensibly aimed at preventing China from using US technology to advance its military power.

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History of this topic

America’s chip war with China will spread
2 days, 16 hours ago

America’s chip war with China will spread

Live Mint  

In the continuing chip war between Washington and Beijing, the U.S. has the clear upper hand on the most cutting-edge technology. Even as U.S. export restrictions have stymied China’s progress in advanced chips, Beijing has been aggressively expanding production of more mature, so-called legacy chips. But much also comes from Chinese companies such as Semiconductor Manufacturing International, or SMIC, and …

US chips 'highly unsafe, easy to hack', say Chinese industry bodies to tech companies, advises to buy local
Trending News
2 weeks, 6 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, …

Chinese chip firms say they can withstand new US export curbs
3 weeks 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 …

China hits back against US chip crackdown
3 weeks, 1 day 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, 1 day 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, 2 days 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, 2 days 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, 6 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 …

Impending chip moves expose US hypocrisy again
Trending News
4 weeks, 1 day ago

Impending chip moves expose US hypocrisy again

China Daily  

By LI YANG | China Daily | Updated: 2024-11-26 08:07 A view of the booth of Semiconductor Manufacturing International Corp during an expo in Shanghai. The Joe Biden administration is set to unveil new export restrictions on China as soon as this week, the US Chamber of Commerce told members in a Thursday email. These are typical nonmarket moves that, …

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 …

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 …

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. …

US allows Samsung, SK Hynix to keep getting US tools in China
1 year, 2 months ago

US allows Samsung, SK Hynix to keep getting US tools in China

The Hindu  

The United States gave permission for South Korea's SK Hynix and Samsung to keep receiving certain U.S. chipmaking tools at their Chinese plants, the Commerce Department said in a statement on Friday. The authorization allows them to continue their Chinese chipmaking operations without the headache of applying for U.S. licenses to get new equipment, after new rules issued last October …

Semiconductor sale restrictions hurting 'chip alliance' members
1 year, 2 months ago

Semiconductor sale restrictions hurting 'chip alliance' members

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. A year after the Joe Biden administration took the first step toward restricting semiconductor sales to China, it has begun drafting additional measures. But progress has slowed down in recent months as US chip companies are telling the government that cutting sales to …

TSMC tells vendors to delay chip equipment deliveries
1 year, 3 months ago

TSMC tells vendors to delay chip equipment deliveries

The Hindu  

Taiwan's TSMC has told its major suppliers to delay the delivery of high-end chipmaking equipment, as the world's top contract chipmaker grows increasingly nervous about customer demand, two sources familiar with the matter said. "There has been a lot of excitement about artificial intelligence and the implications for the semiconductor industry," he said, adding that AI was positive for TSMC, …

NYT: US chipmakers need China
1 year, 5 months ago

NYT: US chipmakers need China

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. Swanson noted that global semiconductor companies are finding themselves in an extremely tricky position as they try to straddle a growing rift between the United States and China. Those tensions were reflected during Treasury Secretary Janet L. Yellen's recent visit to Beijing, where …

China’s restrictions on chip-making materials are ’just the start’, warns ex min
1 year, 5 months ago

China’s restrictions on chip-making materials are ’just the start’, warns ex min

Live Mint  

China's export control measures of chip-making materials is "just the start" and the country has more sanction measures and tools available, China Daily reported former Vice Commerce Minister Wei Jianguo as saying. " Meanwhile, according to Wall Street Journal, China set export restrictions on two minerals the US says are critical to the production of semiconductors, missile systems and solar …

Chinese checkers
1 year, 6 months ago

Chinese checkers

The Hindu  

The latest in a series of tit-for-tat trade moves between the U.S. and China is the latter’s ban on major Chinese companies from buying Micron Technologies’ products. The ban targeting the U.S. memory chipmaker comes after China’s cyberspace regulator found Micron products sold in China to pose national security risks to the country. Chinese market is important for the U.S.-based …

Biden to limit growth in China for chipmakers getting U.S. funds
1 year, 9 months ago

Biden to limit growth in China for chipmakers getting U.S. funds

LA Times  

The Biden administration unveiled tight restrictions on new operations in China by semiconductor manufacturers that get federal funds to build in the U.S. The new restrictions tied to the CHIPS Act aim to impose more onerous limitations on companies expected to secure incentives, including industry leaders Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. and Intel Corp., which all operate in …

Chinese memory chip maker YMTC to lay off 10% of workforce; details here
1 year, 10 months ago

Chinese memory chip maker YMTC to lay off 10% of workforce; details here

Firstpost  

The cycle of layoffs by corporations across the globe continues. Now, Chinese memory chip maker, Yangtze Memory Technologies Corp, has also made its name in the list of corporations that are reducing their workforce. As per allegations by the US, YMTC has offered products to companies like Huawei Technologies Co and Hangzhou Hikvision Digital Technology Co, which are already under …

Biden blacklists China's YMTC, cracks down on AI chip sector
2 years ago

Biden blacklists China's YMTC, cracks down on AI chip sector

The Hindu  

The Biden administration on Thursday added Chinese memory chipmaker YMTC and 21 "major" Chinese players in the artificial intelligence chip sector to a trade blacklist, broadening its crackdown on China's chip industry. It also comes as Congress prepares to finalise legislation to bar the U.S. government from buying products that contain semiconductors made by YMTC, Chinese memory chipmaker CXMT or …

US blacklists Chinese chipmaker, plans major crackdown on AI chip sector
2 years ago

US blacklists Chinese chipmaker, plans major crackdown on AI chip sector

Firstpost  

The move adds to the sweeping export controls imposed on Beijing in October to slowdown China’s technological and military advances, including steps to curb the Asian giant’s access to US chip making tools and cut it off from certain chips made anywhere in the world with American equipment Washington: The United States administration on Thursday put Chinese memory chipmaker YMTC …

Are Taiwanese chip firms decoupling from China? | Today’s Cache
2 years, 1 month ago

Are Taiwanese chip firms decoupling from China? | Today’s Cache

The Hindu  

The U.S. has been stifling China’s advances in building technology using American intellectual property. Caught between the two countries are Taiwanese chip firms as both China and the U.S. are keen to curry favour with companies that count major technology firms like Apple, Nvidia and Qualcomm as their customers. Despite large-scale investments in the U.S. by Taiwan Semiconductor Manufacturing Company …

China chip imports drop 12.4% year-on-year in September, govt data
2 years, 2 months ago

China chip imports drop 12.4% year-on-year in September, govt data

The Hindu  

China's chip imports fell 12.4% in September, according to official customs data published on Monday, continuing a decline amid tensions with the United States and an ongoing chip shortage. Chip imports to China surged in 2021, as tensions between the U.S. and China over technology policy escalated and a global chip shortage caused many companies in China to stockpile supplies. …

Apple freezes plans to use China’s YMTC chips
2 years, 2 months ago

Apple freezes plans to use China’s YMTC chips

The Hindu  

U.S. tech giant Apple Inc. has put on hold plans to use memory chips from China’s Yangtze Memory Technologies Co. in its products, after Washington imposed tighter export controls against Chinese technology companies, the Nikkei reported on Monday. Apple had originally planned to start using state-funded YMTC’s NAND flash memory chips as early as this year, Nikkei said, citing people …

US vs China chip fight means iPhone 14 may remain in short supply in India
2 years, 2 months ago

US vs China chip fight means iPhone 14 may remain in short supply in India

India Today  

Apple has put on hold plans to use China's Yangtze Memory Technologies Co chips on iPhones. Apple was planning to use YMTC's NAND flash memory chip - a key component in several electronics. The American tech giant was slated to use YMTC's 128-layer 3D NAND flash memory for iPhones. According to the Japanese daily Nikkei Asia, Apple originally planned to …

US scrambles to avoid supply chain chaos after China export curbs
2 years, 2 months ago

US scrambles to avoid supply chain chaos after China export curbs

Al Jazeera  

The United States is scrambling to tackle the unintended consequences of its new set of export curbs on China’s chip industry that could inadvertently harm the semiconductor supply chain, people familiar with the matter have said. Hours before the new restrictions took effect, South Korean memory chipmaker SK Hynix said the US had granted it authorisation to receive goods for …

China chip industry group ‘troubled’ by US export curbs
2 years, 2 months ago

China chip industry group ‘troubled’ by US export curbs

Al Jazeera  

China’s top trade group for the chip sector has said it is “disappointed” by recent US export controls and warned they could put more stress on global supply chains. Last week, the US Department of Commerce passed a sweeping set of regulations aimed at kneecapping advancements in China’s semiconductor industry. If enforced broadly, the regulations could bar research labs and …

Chip Industry Grapples with New U.S. Curbs on China Sales
2 years, 2 months ago

Chip Industry Grapples with New U.S. Curbs on China Sales

News 18  

-Companies around the world on Friday began to wrestle with the impact of wide-ranging U.S. curbs on selling chips and chip manufacturing equipment to China. South Korean memory chip maker SK Hynix Inc said on Friday it would seek a license under new U.S. export control rules for equipment to keep operating its factories in China. U.S. companies Nvidia Corp …

Global chip stocks tumble as Biden expands technology curbs on China: Report
2 years, 2 months ago

Global chip stocks tumble as Biden expands technology curbs on China: Report

Hindustan Times  

Semiconductor stocks across the globe slipped Monday after fresh US curbs on China’s access to American technology added to a disappointing start to the earnings season, stoking concerns that the industry’s downturn is far from over. The new strategy suggests that Washington aims to “freeze in” China at its current level, enabling the US to increase its lead, said Gabriel …

China lashes out at latest U.S. export controls on chips
2 years, 2 months ago

China lashes out at latest U.S. export controls on chips

The Hindu  

China on Saturday criticized the latest U.S. decision to tighten export controls that would make it harder for China to obtain and manufacture advanced computing chips, calling it a violation of international economic and trade rules that will “isolate and backfire” on the U.S. “Out of the need to maintain its sci-tech hegemony, the U.S. abuses export control measures to …

China lashes out at latest U.S. export controls on chips
2 years, 2 months ago

China lashes out at latest U.S. export controls on chips

Associated Press  

BEIJING — China on Saturday criticized the latest U.S. decision to tighten export controls that would make it harder for China to obtain and manufacture advanced computing chips, calling it a violation of international economic and trade rules that will “isolate and backfire” on the U.S. “Out of the need to maintain its sci-tech hegemony, the U.S. abuses export control …

Commerce tightens export controls on high end chips to China
2 years, 2 months ago

Commerce tightens export controls on high end chips to China

Associated Press  

The Commerce Department is tightening export controls to limit China’s ability to get advanced computing chips, develop and maintain supercomputers, and make advanced semiconductors. The department said Friday that its updated export controls are focusing on these areas because China can use the chips, supercomputers and semiconductors to create advanced military systems including weapons of mass destruction; commit human rights …

Samsung, SK Hynix to be spared brunt of China chip crackdown by U.S., say sources
2 years, 2 months ago

Samsung, SK Hynix to be spared brunt of China chip crackdown by U.S., say sources

The Hindu  

The Biden administration plans to spare SK Hynix and Samsung from the brunt of new restrictions on memory chipmakers in China aimed at thwarting Beijing's technological ambitions and blocking its military advances, sources said. The Commerce Department, which plans to release new curbs on exports of technology to China this week, will likely deny requests by U.S. suppliers to send …

New Restrictions in Order as US Takes Aim at China’s Semiconductor Industry Ambitions: Report
2 years, 2 months ago

New Restrictions in Order as US Takes Aim at China’s Semiconductor Industry Ambitions: Report

News 18  

The Biden administration is ramping up its efforts to contain China’s ability to make cutting-edge circuitry by preparing export controls which will further impact its semiconductor sector. China’s semiconductor industry growth could face a stumbling block as the US, South Korea and European countries could enforce joint export restrictions as they hold a near-monopoly over production and sales of key …

China’s great leap forward in chips faces US pushback
2 years, 3 months ago

China’s great leap forward in chips faces US pushback

Al Jazeera  

Beijing’s efforts to secure dominance over critical chips are facing growing resistance from Washington. Meanwhile, Washington has been nudging East Asian partners Taiwan, South Korea, and Japan to form a “Chip 4” industry alliance to isolate China from the international tech ecosystem, and bolstered efforts to develop its homegrown industry with the passage of the CHIPS Act, offering $52bn in …

U.S. considers crackdown on memory chip makers in China
2 years, 4 months ago

U.S. considers crackdown on memory chip makers in China

The Hindu  

The United States is considering limiting shipments of American chipmaking equipment to memory chip makers in China including Yangtze Memory Technologies Co Ltd, according to four people familiar with the matter, part of a bid to halt China's semiconductor sector advances and protect U.S. companies. Samsung has two big factories in China while SK Hynix Inc is buying Intel Corp's …

How China became ground zero for the auto chip shortage
2 years, 5 months ago

How China became ground zero for the auto chip shortage

The Hindu  

From his small office in Singapore, Kelvin Pang is ready to wager a $23 million payday that the worst of the chip shortage is not over for automakers – at least in China. German chipmaker Infineon told Reuters it is "rigorously investing and expanding manufacturing capacities worldwide" but said shortages may last until 2023 for chips outsourced to foundries. "As …

China lockdowns drag on earnings of chipmakers, industrials
2 years, 7 months ago

China lockdowns drag on earnings of chipmakers, industrials

The Hindu  

Industrial conglomerates GE and 3M, and chipmakers Texas Instruments and SK Hynix cautioned that China's COVID-19 led stringent curbs were further disrupting battered supply chains and hurting their revenue. China's "zero Covid" policy to combat the Omicron variant has brought fresh lockdowns in many cities, forcing factories to shut and worsening a global supply chain logjam. "Collectively, supply chain issues, …

Global Chip Shortage Could Ease This Year Despite China Lockdowns
2 years, 8 months ago

Global Chip Shortage Could Ease This Year Despite China Lockdowns

ABP News  

New Delhi: The global chip shortage, that plagued several industries like automotive and consumer electronics, is set to ease during the second half of the year despite lockdowns in China as demand-supply gaps decrease across most components, a new report has said. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply …

Samsung, Micron warn China’s lockdown could disrupt memory chip manufacturing
2 years, 11 months ago

Samsung, Micron warn China’s lockdown could disrupt memory chip manufacturing

Live Mint  

Samsung Electronics and Micron Technology, two of the world's largest memory chip makers, warned that strict Covid-19 curbs in the Chinese city of Xian could disrupt their chip manufacturing bases in the area. Samsung Electronics also said on Wednesday that it would temporarily adjust operations at its Xian manufacturing facilities for NAND flash memory chips, used for data storage in …

Micron considering new U.S. memory chip factory as it gears up spending
3 years, 2 months ago

Micron considering new U.S. memory chip factory as it gears up spending

The Hindu  

Micron Technology Inc said on Wednesday it is considering building a new memory factory in the United States but that state and federal subsidies will be needed to offset costs that are higher than its factories in Asia. The Boise, Idaho-based company is the only American firm that makes both key types of memory chips, competing against South Korea's Samsung …

Biden tells execs US needs to invest, lead in computer chips
3 years, 8 months ago

Biden tells execs US needs to invest, lead in computer chips

Associated Press  

WASHINGTON — President Joe Biden used a virtual meeting with corporate leaders about a global shortage of semiconductors to push Monday for his $2.3 trillion infrastructure plan, telling them that the U.S. should be the world’s computer chip leader. Biden made an appearance at the meeting between administration officials and company leaders held to discuss developing a stronger U.S. computer …

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