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. In the last four fiscal years, Nvidia's revenues jumped 265%, driven by demand for its graphics processing units used in AI applications, particularly large language models that dominate AI. All these added to Intel's woes, which was already facing a slew of issues, including manufacturing slip-ups, that allowed its rival AMD to increase share in its core personal computer market.

Industry Semiconductor Demand Billion Ai Nvidia Intel Shortage Pecking Order  intels  intel  pecking  order  semiconductors  changing  supply  semiconductor  shortage  demand  manufacturing  ai  industry  billion

History of this topic

China hits back at US, initiates antitrust investigation in NVIDIA’s AI chip dominance
2 weeks ago

China hits back at US, initiates antitrust investigation in NVIDIA’s AI chip dominance

Firstpost  

The probe, led by China’s State Administration for Market Regulation, scrutinises NVIDIA’s $6.9 billion acquisition of Mellanox Technologies in 2019, which was approved by Beijing in 2020 under strict conditions to ensure non-discriminatory access to products for the Chinese market China has launched an antitrust investigation into NVIDIA, the American semiconductor giant dominating the AI GPU market, in what appears …

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 …

Impending chip moves expose US hypocrisy again
Top News
3 weeks, 6 days 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
3 weeks, 6 days 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
3 weeks, 6 days 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, …

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 …

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 …

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 …

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 …

The US CHIPS Act, 2 Years Later
3 months, 4 weeks ago

The US CHIPS Act, 2 Years Later

The Diplomat  

Chips – the tiny processors that underpin the electronic world – have major geopolitical significance. One measure of long-term success would be if the leading fabrication companies each make repeated investments in new, advanced U.S. facilities – even after the helpful government incentives of the CHIPS Act have run out. As the CHIPS Act’s R&D programs take shape, they should …

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 …

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" …

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 …

Every big chip player to re-work investment plan for India: Minister Vaishnaw
9 months, 2 weeks ago

Every big chip player to re-work investment plan for India: Minister Vaishnaw

The Hindu  

India has set its sights on becoming a formidable force in global semiconductor equation, rivalling known destinations like Taiwan and South Korea in next 5 years, Union Minister Ashwini Vaishnaw has said asserting that if and when mindset of global players has changed to an eagerness to invest in the country. This means, practically every big player would now like …

AI chip race: Fears grow of huge financial bubble
10 months ago

AI chip race: Fears grow of huge financial bubble

The Hindu  

Published : Feb 22, 2024 15:43 IST - 4 MINS READ Sam Altman caused more than a stir in early February when he called for a $5 to 7 trillion global investment to produce more powerful chips for the next generation of artificial intelligence platforms. “It is an order of magnitude more than the entire chip industry has spent in …

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 …

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 …

Learning from the CHIPS Act of the U.S.
1 year, 4 months ago

Learning from the CHIPS Act of the U.S.

The Hindu  

The United States’ Creating Helpful Incentives to Produce Semiconductors and Science Act of 2022 completes one year as a law today. The schemes for manufacturing, assembly, displays and compound semiconductors have been assigned to an independent division called India Semiconductor Mission within a non-profit company set up by MeitY. While the committee is a good beginning, ensuring that the semiconductor …

Chip tactics: on India’s bid to attract major global chip manufacturers
1 year, 4 months ago

Chip tactics: on India’s bid to attract major global chip manufacturers

The Hindu  

The government has made a fresh bid to attract major global chip manufacturers into the country. At the Semicon India summit last Friday, Prime Minister Narendra Modi told prospective investors that the government had drawn on their suggestions after the first such conference last year, and taken pro-active decisions to address areas of concern. Ahead of Mr. Modi’s U.S. State …

NYT: US chipmakers need China
1 year, 4 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 …

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 …

Micron Investment Fuels Modi Govt's Semiconductor Ambition. What Are The Obstacles Ahead
1 year, 5 months ago

Micron Investment Fuels Modi Govt's Semiconductor Ambition. What Are The Obstacles Ahead

ABP News  

New Delhi: Micron Technology's announcement regarding the establishment of a cutting-edge semiconductor assembly, testing, and packaging plant in Sanand, Gujarat, has reignited fresh hope for India's aspirations to become a global semiconductor supply chain hub. "Semiconductor manufacturing involves various stages and each of these stages may involve a completely different category of vendor," says Kanishka Chauhan, Senior Principal Analyst at …

Chip-making machines face a problem of uncertain demand
1 year, 8 months ago

Chip-making machines face a problem of uncertain demand

Live Mint  

A huge shortage of semiconductors wreaked havoc in many sectors over the past two years. Usually, companies forecast demand two years in advance, ordering tools and building factory shells without filling them with machines. Every time, it’s consistent, falling for a few years and bouncing back up, even if the exact timing, depth and speed of the rebound is harder …

EU nears deal on $47B law to boost computer chip production
1 year, 8 months ago

EU nears deal on $47B law to boost computer chip production

Associated Press  

LONDON — The European Union was closing in Tuesday on approval for a plan to ramp up semiconductor production as it seeks to wean itself off reliance on Asia for the tiny computer chips that control everything from cars to washing machines. The European Parliament and the bloc’s 27 member states struck an informal agreement for the 43 billion-euro Chips …

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, …

US aims to prevent China, Russia from using $52 billion semiconductor funding
1 year, 9 months ago

US aims to prevent China, Russia from using $52 billion semiconductor funding

Firstpost  

Washington: The U.S. Commerce Department on Tuesday released proposed rules to prevent $52 billion in semiconductor manufacturing and research funding from being used by China and other countries deemed of concern. This measure covers chips “including current-generation and mature-node chips used for quantum computing, in radiation-intensive environments, and for other specialized military capabilities.” Commerce Secretary Gina Raimondo said “these guardrails …

Can India Emerge a Global Chip Powerhouse?
1 year, 9 months ago

Can India Emerge a Global Chip Powerhouse?

The Diplomat  

The world is in the grip of the geopolitics of technology. Correspondingly, through iCET, India has entered into a public-private collaboration in the chip ecosystem with the U.S. Semiconductor Industry Association, whose goals are to elevate India’s presence in the global chip industry. Liu Zongyi, the secretary general of the Research Center for China-South Asia Cooperation at the Shanghai Institute …

Biden to require chips companies winning subsidies to share excess profits
1 year, 9 months ago

Biden to require chips companies winning subsidies to share excess profits

Live Mint  

The Biden administration on Tuesday said it will require companies winning funds from its $52-billion U.S. semiconductor manufacturing and research program to share excess profits and explain how they plan to provide affordable childcare. Companies winning funding are also prohibited from using chips funds for dividends or stock buybacks, and must provide details of any plans to buy back their …

India-US Semiconductor Groups Join Hands to Strengthen Chip Ecosystem Ahead of Budget Presentation
1 year, 10 months ago

India-US Semiconductor Groups Join Hands to Strengthen Chip Ecosystem Ahead of Budget Presentation

News 18  

The India Electronics and Semiconductor Association and the US Semiconductor Industry Association have announced plans to develop a private-sector task force to strengthen collaboration between both countries in the global semiconductor ecosystem, just ahead of Finance Minister Nirmala Sitharaman presenting the Union Budget 2023. These are developing a “readiness assessment” regarding the semiconductor ecosystem in India; assembling industry, government, and …

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 …

Computer chip ban signals new era as Biden and Xi meet
2 years, 1 month ago

Computer chip ban signals new era as Biden and Xi meet

Associated Press  

WASHINGTON — The Biden administration’s move to block exports of advanced computer chips to China is signaling a new phase in relations between the globe’s two largest economies — one in which trade matters less than an increasingly heated competition to be the world’s leading technological and military power. “In order to enhance China’s innovation capacity, we will move faster …

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 …

U.S. chip industry body urges R&D infrastructure upgrade with Chips Act funds
2 years, 1 month ago

U.S. chip industry body urges R&D infrastructure upgrade with Chips Act funds

The Hindu  

Funds from the recently passed $52 billion Chips and Science Act should be used to upgrade existing U.S. research and development infrastructure as well as building new facilities, a chips industry body said on Thursday. The Semiconductor Industry Association on Thursday called for a careful examination of existing R&D infrastructure, including facilities such as the Albany NanoTech Complex in New …

India must dominate the game of chips – through its human resources
2 years, 2 months ago

India must dominate the game of chips – through its human resources

Live Mint  

Washington’s wide-ranging sanctions on China’s semiconductor industry will go far in containing the US’s geopolitical rival. India must have the baseline capability to produce advanced semiconductors on its own soil, not only to serve national security requirements but also equip its talent pool with the skills needed to master the entire semiconductor industry cycle. India’s goal should be to use …

The US is spending billions to boost chip manufacturing. Will it be enough?
2 years, 2 months ago

The US is spending billions to boost chip manufacturing. Will it be enough?

CNN  

CNN — The United States government is pulling out all the stops to boost domestic semiconductor manufacturing, injecting billions of dollars into the beleaguered sector and flexing all policy muscles available to give it a leg up over competition from Asia. US-based fabs, or chip manufacturing plants, currently only account for 12% of the world’s modern semiconductor manufacturing capacity, according …

Beyond The Lines | Why Xi Jinping wants the chip? Tech it up, when chips are down
2 years, 2 months ago

Beyond The Lines | Why Xi Jinping wants the chip? Tech it up, when chips are down

Firstpost  

The Chinese economy — including its strategic economy — is so dependent on Taiwan that its missiles, cyber capability, technology-integrated weapon systems, its tech sector would have been swiftly dismantled in the event of an attack on Taiwan In August this year, a plane carrying Nancy Pelosi, the US House Speaker, touched down in Taipei. Suspicious America chips away 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 …

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 …

How the U.S. will decide who to punish with China tech curbs
2 years, 2 months ago

How the U.S. will decide who to punish with China tech curbs

The Hindu  

Deciding who gets hurt by sweeping new U.S. curbs on selling technology to China will come down in part to what constitutes a "supercomputer," experts told Reuters. Shares of chip equipment makers drooped, but industry experts said a new U.S. definition of a supercomputer could be pivotal to the new rules' impact on China. But experts wondered whether Chinese tech …

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 …

Explained | A push for the semiconductor industry
2 years, 2 months ago

Explained | A push for the semiconductor industry

The Hindu  

The story so far: In a bid to make India’s $10 billion chip-making initiative more attractive to investors, the Centre on September 21, approved changes to the scheme for the development of a semiconductor and display manufacturing ecosystem in the country. In December 2021, India announced its roughly $10 billion dollar production-linked incentive scheme to encourage semiconductor and display manufacturing …

President Joe Biden's curbs on chips to China part of broader effort
2 years, 3 months ago

President Joe Biden's curbs on chips to China part of broader effort

The Hindu  

Chip designer Nvidia Corp. this week said the United States told it to restrict exports to China of two computing chips for artificial intelligence work, the latest move in a broader government effort to hamper China's access to the most sophisticated semiconductors. While a Commerce Department spokesperson did not shed much light on the letters in a statement, they suggested …

Discover Related