First Principles | How the chips fall in the battle for semiconductors
2 years ago

First Principles | How the chips fall in the battle for semiconductors

Hindustan Times  

“Wrap your head around this,” says Pankaj Jain over the phone, “over 80% of chips designers are Indian.” While this good news comes from an informal conversation with the New York-based founder and managing partner of Saka Ventures, it throws up some questions as well. What makes this battle for semiconductors more compelling still is that the world’s semiconductor headquarters is in Taiwan, and leading the pack is the Taiwan Semiconductor Manufacturing Company. While it is one thing to “design” semiconductors, it is another thing altogether to create the “foundries” such as TSMC’s that can manufacture it. Another narrative that doesn’t get spoken about much in the mainstream is that one of the reasons why China has its eyes on mainland Taiwan is that it wants control of TSMC.

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History of this topic

America’s chip war with China will spread
1 day, 14 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 …

Unified stance against latest US crackdown
2 weeks, 5 days ago

Unified stance against latest US crackdown

China Daily  

Technicians work in the workshop of optical chips at a chip company in Quanzhou, Fujian province on Feb 23, 2023. The United States' third crackdown on China's semiconductor industry in three years will have "limited" impact on Chinese companies and only accelerate the self-reliance of the world's most crucial chip application market, the largest consumer of automobiles and the single …

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, …

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, 1 day 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, 1 day 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 …

Impending chip moves expose US hypocrisy again
Top News
4 weeks ago

Impending chip moves expose US hypocrisy again

China Daily  

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, if taken, show the Biden administration is plowing ahead with …

Impending chip moves expose US hypocrisy again
Top News
4 weeks ago

Impending chip moves expose US hypocrisy again

China Daily  

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, if taken, show the Biden administration is plowing ahead with …

Impending chip moves expose US hypocrisy again
Trending News
4 weeks 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, …

Southeast Asia’s Semiconductor Play
1 month ago

Southeast Asia’s Semiconductor Play

The Diplomat  

In September 2009 Temasek Holdings, one of Singapore’s state-run investment funds, divested its 62 percent stake in a company called Chartered Semiconductor Manufacturing. Given the existing IC assembly and testing infrastructure, Southeast Asia could be primed to play an important role in de-risking global semiconductor supply chains. From 2018 to 2021, Thailand averaged $10.5 billion in chip exports, about 1 …

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 …

The changing pecking order in semiconductors
1 month, 1 week ago

The changing pecking order in semiconductors

Live Mint  

NEW DELHI : Last week, Nvidia Corp., the world's largest artificial intelligence chipmaker, replaced Intel Corp., best known for computer processors, in the 30-share American benchmark share index. Nvidia's market value jumped from about $81 billion at the end of 2018 to $3.6 trillion now, making it the world’s most-valued company, ahead of Apple Inc., Microsoft Corp. and Google Llc. …

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 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 …

Taiwan Makes the Majority of the World’s Computer Chips. Now It’s Running Out of Electricity
54 years, 11 months ago

Taiwan Makes the Majority of the World’s Computer Chips. Now It’s Running Out of Electricity

Wired  

This story originally appeared on Yale Environment 360 and is part of the Climate Desk collaboration. Some 50 miles southwest of Taipei, Taiwan’s capital, and strategically located close to a cluster of the island’s top universities, the 3,500-acre Hsinchu Science Park is globally celebrated as the incubator of Taiwan’s most successful technology companies. One of them, the Taiwan Semiconductor Manufacturing …

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 …

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 …

The soldiers of the silicon supply chain are worried
4 months, 3 weeks ago

The soldiers of the silicon supply chain are worried

Live Mint  

There is a wry sense of seen-it-all-before in the crucible of the world’s semiconductor industry. When your columnist took the bullet train to Hsinchu Science Park, home to Taiwan Semiconductor Manufacturing Company, the world’s biggest chip producer, on May 24th, China was simulating a military encirclement of Taiwan in waters not far over the horizon. “Since 1996 China has been …

Taiwan stole America’s chip industry according to Trump. But that’s not true
5 months ago

Taiwan stole America’s chip industry according to Trump. But that’s not true

CNN  

Taipei, Taiwan CNN — Former US President Donald Trump raised eyebrows last week when he accused Taiwan of snatching America’s crown in the $500 billion business of making computer chips. “Because of it, TSMC could focus on manufacturing and be very good at it, and more importantly, it could manufacture for multiple different customers, which would let the company scale …

China calls on countries to resist US economic coercion
5 months ago

China calls on countries to resist US economic coercion

China Daily  

BEIJING -- China's Ministry of Commerce on Friday called on relevant countries to resist economic coercion from the US in the semiconductor sector. The ministry said that China hopes relevant countries will adhere to market principles and the spirit of their contracts, resist the economic coercion from the US, and work together to safeguard the stability of global industrial and …

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 …

Asia’s chip giants hustle to maintain their edge over the US
6 months, 2 weeks ago

Asia’s chip giants hustle to maintain their edge over the US

Live Mint  

In a series of articles this week, Wall Street Journal reporters from around the world go inside the escalating global chip battle. Taiwan Semiconductor Manufacturing Co., commonly known as TMSC, is expected next year to introduce the world’s smallest but most powerful chip in Taiwan—the type of breakthrough needed for cutting-edge artificial intelligence and smartphones. In May, South Korea’s government …

TSMC's reliance on US bad for island economy
7 months ago

TSMC's reliance on US bad for island economy

China Daily  

A sign outside of a Taiwan Semiconductor Manufacturing Company facility in San Jose, California. Official data from the island's financial department show that in the first four months of this year, Taiwan's exports of integrated circuits to the mainland amounted to $26.01 billion, which was 15.55 times more than its integrated circuit exports to the US and accounts for 53.1 …

TSMC's reliance on US bad for island economy
7 months ago

TSMC's reliance on US bad for island economy

China Daily  

A sign outside of a Taiwan Semiconductor Manufacturing Company facility in San Jose, California. Official data from the island's financial department show that in the first four months of this year, Taiwan's exports of integrated circuits to the mainland amounted to $26.01 billion, which was 15.55 times more than its integrated circuit exports to the US and accounts for 53.1 …

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" …

Biden announces another huge deal with Taiwan-based semiconductor manufacturer; how will it benefit US?
8 months, 2 weeks ago

Biden announces another huge deal with Taiwan-based semiconductor manufacturer; how will it benefit US?

Hindustan Times  

Amid escalating tension between China and the US, President Joe Biden announced a multi-million-dollar deal with a Taiwan-based semiconductor manufacturer to bolster America's chip manufacturing. Biden hails historic progress as TSMC set to build third chip factory in Phoenix In addition to allowing a third chip facility in Phoenix, the investment will "support the manufacturing of leading-edge semiconductor manufacturing facilities …

What is the technology behind manufacturing a semiconductor chip? | Explained
8 months, 2 weeks ago

What is the technology behind manufacturing a semiconductor chip? | Explained

The Hindu  

The story so far: Semiconductor chip manufacturing capabilities are currently limited to very few regions in the world. The TATA group has partnered with Taiwan’s Powerchip Semiconductor Manufacturing Corporation to set-up a 300mm wafer fabrication plant in Gujarat. ‘Printing’ multiple devices onto a single piece of a semiconductor to create entire circuits was the next leap. Stacking entire circuits on …

Japanese leader visits new chip factory, stressing ties with Taiwan and support for key technology
8 months, 2 weeks ago

Japanese leader visits new chip factory, stressing ties with Taiwan and support for key technology

Associated Press  

TOKYO — Japanese Prime Minister Fumio Kishida visited a new semiconductor plant for which his government has pledged more than 1 trillion yen of support to secure a steady supply of chips on Saturday. The new plant on the southwestern island of Kyushu, majority owned by the Taiwan Semiconductor Manufacturing Co., is the Taiwanese semiconductor giant’s first in Japan. Japanese …

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 …

Decoding global semiconductor geopolitics and India’s strategic options | The Hindu On Books podcast
1 year, 1 month ago

Decoding global semiconductor geopolitics and India’s strategic options | The Hindu On Books podcast

The Hindu  

Most of us would remember the sudden shortage of semiconductor chips during the pandemic – how it affected automobile manufacturing, delaying deliveries, and in many cases, even caused manufacturers to deliver cars without some features. But semiconductors form an integral component of not just cars but almost any high tech device we use today – from smartphones and laptops to …

TSMC drops northern Taiwan site for advanced chip factory after protests
1 year, 2 months ago

TSMC drops northern Taiwan site for advanced chip factory after protests

The Hindu  

Taiwan Semiconductor Manufacturing Co Ltd. said it would not build a advanced chip factory in a rural part of northern Taiwan after local residents protested that they did not want to move to accommodate an expansion of an industrial park. The world's largest contract chipmaker was intending to build a 1-nanometre chip factory in Longtan, according to a Central News …

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, …

A ‘fab’ way to conduct India-Japan tech diplomacy
1 year, 4 months ago

A ‘fab’ way to conduct India-Japan tech diplomacy

The Hindu  

India and Japan, in July 2023, agreed to collaborate on semiconductors in a bid to create a more resilient supply chain for this critical technology and work together for the joint development of the semiconductor ecosystem. The partnership will focus on five areas: ‘semiconductor design, manufacturing, equipment research, establishing resilience in the semiconductor supply chain, and talent development’, paving the …

TSMC's dilemma shows 'chip war' has no winner
1 year, 4 months ago

TSMC's dilemma shows 'chip war' has no winner

China Daily  

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. In his latest interview with The New York Times, TSMC chairman Mark Liu admitted that his company's unit that moved to the United States had encountered problems, such as higher construction costs and rifts between TSMC and local workers. When reports …

India As Semiconductor Hub: Why China Challenge Is A Big Factor
1 year, 4 months ago

India As Semiconductor Hub: Why China Challenge Is A Big Factor

ABP News  

The Industrial Revolution 5.0 would not be here without the semiconductor chips. Chinese commentator Sima Nan, talking about Foxconn’s business plans in India, said: “Foxconn’s future lies in the acceptance of 'one country two systems' in a peaceful and prosperous world, there is no other way.” This was a warning not only to Foxconn but also to India, which seems …

India's tryst with semi-conductor: Where we are and what we need
1 year, 4 months ago

India's tryst with semi-conductor: Where we are and what we need

India Today  

Union Minister of Information and Technology, Ashwini Vaishnaw, has promised the country that a first-of-its-kind, Made in India semi-conductor chip will be introduced by December 2024. The central government has been in talks with the biggest players across the world that can help set up a semiconductor manufacturing plant in India. PM MODI'S DREAM Prime Minister Narendra Modi has been …

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 …

Semiconductor tech: What exactly is India going to manufacture?
1 year, 5 months ago

Semiconductor tech: What exactly is India going to manufacture?

The Hindu  

Sand plays a vital role in our daily lives. By manipulating the gate to ‘open’ or ‘close’, the transistor stores and manipulates the data in a semiconductor chip. For example, the 500-nm node featured a gate length and metal half-pitch of 500 nm. Yet as transistors continued to become smaller, researchers spotted a discrepancy between the gate length and the …

The chips are down: Inside India’s technicoloured semi-conductor dreams
1 year, 5 months ago

The chips are down: Inside India’s technicoloured semi-conductor dreams

Hindustan Times  

Silicon chips and semiconductors, terms often used interchangeably, are actually distinct things. “The number of car-mounted semiconductor devices has been increasing steadily, particularly for future ADAS or Advanced Driver Assistance Systems,” is how Hitachi’s semiconductor knowledgebase describes the changes unfolding. Research firm Deloitte’s ‘TMT Predictions Report’ 2023 – India Chapter’ report released in February, estimates the Indian semiconductor market to …

Business Matters | How does the China-U.S. chip war affect India?
1 year, 5 months ago

Business Matters | How does the China-U.S. chip war affect India?

The Hindu  

In an escalating trade war with the West, particularly the U.S., China brought in export curbs on two metals used in the manufacture of semiconductors and solar panels — germanium, gallium. It’s interesting that media reports have referred to the two metals in the same breath as rare earth elements. China’s recent export curbs on its germanium and gallium output …

Leading Taiwanese firms looking at relocating to India
1 year, 5 months ago

Leading Taiwanese firms looking at relocating to India

The Hindu  

Leading Taiwanese technology firms are looking at relocating their manufacturing bases to India to bring down their exposure to the Chinese market, top policymakers in the Taiwan government have said, amid the self-governed island’s increasingly tense relations with China. Kristy Tsun-tzu Hsu, the director at premier policy think-tank Taiwan ASEAN Studies Center at Chung-Hua Institution of Economic Research, described India …

Taiwan, which produces 70% of the world's semiconductors, 'desperately' appetite to sign FTA with India
1 year, 5 months ago

Taiwan, which produces 70% of the world's semiconductors, 'desperately' appetite to sign FTA with India

India TV News  

Taiwan has an "enormous appetite" to expand ties with India and firming up the proposed free trade agreement between the two sides will be a "big encouragement" for Taiwanese companies to set up manufacturing bases in India, Taiwan's Foreign Minister Jaushieh Joseph Wu has said. In an interaction with an international media group, he said an FTA between India and …

A road map to propel US-India chips push
1 year, 6 months ago

A road map to propel US-India chips push

Hindustan Times  

Prime Minister Narendra Modi will travel to Washington DC on June 21 for his first official State visit. iCET’s readout explicitly mentioned enhanced cooperation in three areas: Supporting the development of a semiconductor design, manufacturing, and fabrication ecosystem in India; promoting the development of a skilled semiconductor workforce; and encouraging the development of fabs for mature technology nodes and packaging …

TSMC’s Taiwan factory plans have not changed, says minister
1 year, 8 months ago

TSMC’s Taiwan factory plans have not changed, says minister

Al Jazeera  

Economy minister says investment still going ahead after report that semiconductor giant is slowing expansion plans. Taiwan’s TSMC has not changed the investment plan for its new chip factory in the island’s southern city of Kaohsiung, Economy Minister Wang Mei-hua has said, responding to a media report of the chipmaker slowing down expansion at home. “TSMC investing in Taiwan, investing …

India's Semiconductor Dream: A Brief Introduction Of The Industry, Its Role, And Importance
1 year, 8 months ago

India's Semiconductor Dream: A Brief Introduction Of The Industry, Its Role, And Importance

ABP News  

The Centre wants to make India a hub for the semiconductor industry. To show India's commitment to the industry, the government is offering $10 billion in incentives for the development of a sustainable semiconductor and display manufacturing ecosystem in India. While Israel, Netherlands, Malaysia, the UK and South Korea have a significant number of Fab units, Germany, China, US, Taiwan, …

Tech companies continue to abandon China. Here’s why its good news for India, Mexico and Vietnam
1 year, 8 months ago

Tech companies continue to abandon China. Here’s why its good news for India, Mexico and Vietnam

Firstpost  

Tech companies across the world have come to realise that the business model of production in China and exporting abroad can be a precarious and unsustainable proposition. Also read: Apple continues to ditch China: Foxconn leases new site in Vietnam for new Apple factory Apple’s China +1 policy is being adopted everywhere Apple, one of the biggest tech companies operating …

How iCET offers US and India a perfect platform to decouple China from semiconductor supply chain
1 year, 8 months ago

How iCET offers US and India a perfect platform to decouple China from semiconductor supply chain

Firstpost  

The first-ever meeting of the India-United States Initiative on Critical and Emerging Technologies, held on the 31 January in Washington D.C., provided an indicative roadmap for future technology cooperation and diplomacy between the two states. With semiconductor technology remaining an integral part of the ongoing tech war between the US and China, there have been increased efforts at revamping the …

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