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 and China is putting immense pressure on Taiwan Semiconductor Manufacturing Co., the chip-making giant behind Apple’s processors. US Scrutiny and Sanctions on Chinese Tech TSMC’s neutrality has been tested, particularly as the US tightens its grip on semiconductor exports to China. As the US-China tech rivalry intensifies, TSMC’s balancing act underscores the broader challenges faced by global businesses caught between two competing superpowers.

China Huawei Semiconductor Chinese Tsmc  sanctions  maintain  clients  supply  tech  neutrality  caught  chinese  semiconductor  global  struggling  tsmc  war  crossfire  china  company  uschina

History of this topic

Appeal for levelheaded cooperation expressed
1 week, 3 days ago

Appeal for levelheaded cooperation expressed

China Daily  

The president of a prominent business organization said that the United States and China have entered a new era in which technology is more tightly controlled, referring to the US expanded restrictions on semiconductor-related exports to China in the name of national security and China's retaliation measures, but he is hopeful about cooperation on global challenges. Allen noted China's robust …

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 …

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 …

Unified stance against latest US crackdown
2 weeks, 4 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, …

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 …

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 …

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, …

Ripple effects of US policy on Chinese trade
1 month ago

Ripple effects of US policy on Chinese trade

Hindustan Times  

The United States ’s firm stance on Chinese products has become a cornerstone of its economic strategy, transcending party lines and administrations. As the world’s two largest economies clash, the consequences ripple through global markets, affecting supply chains, trade relationships, and economic growth worldwide. This bipartisan approach reflects a broader recalibration of the US's economic relationship with China, aiming to …

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 …

Taiwan Says TSMC’s US Investments Help with Trade Balance
1 month, 1 week ago

Taiwan Says TSMC’s US Investments Help with Trade Balance

Live Mint  

Taiwan Semiconductor Manufacturing Co.’s tens of billions of dollars of investments in the US help reduce the archipelago’s trade surplus with its primary security partner, a senior Taiwanese official said, as export-reliant economies brace for US President-elect Donald Trump, who is threatening additional tariffs on imports. Taiwan can further cut its surplus in bilateral trade with the US by buying …

Sino-US tech ties need deepening, not 'decoupling'
1 month, 1 week ago

Sino-US tech ties need deepening, not 'decoupling'

China Daily  

An American flag flies outside of the US Capitol dome in Washington, US, Jan 15, 2020. The new US president, with ample business experience and fewer political constraints, has the opportunity to shift away from the current administration's trial-and-error approach and adopt a more rational and pragmatic stance on China. A key assumption underpinning US restrictions on technology exchanges is …

Sino-US tech ties need deepening, not 'decoupling'
1 month, 1 week ago

Sino-US tech ties need deepening, not 'decoupling'

China Daily  

An American flag flies outside of the US Capitol dome in Washington, US, Jan 15, 2020. The new US president, with ample business experience and fewer political constraints, has the opportunity to shift away from the current administration's trial-and-error approach and adopt a more rational and pragmatic stance on China. A key assumption underpinning US restrictions on technology exchanges is …

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 tech blockade on China counterproductive, self-defeating
1 month, 3 weeks ago

US tech blockade on China counterproductive, self-defeating

China Daily  

Visitors take pictures at the booth of Intel during the 2023 China International Fair for Trade in Services at China National Convention Center in Beijing, capital of China, Sept. 4, 2023. The U.S. government announced new regulations on Monday that restrict investments in China's semiconductor, AI and quantum technology sectors, effective from January next year. This move coincided with an …

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 …

'De-risking' efforts and exercise in futility: China Daily editorial
3 months, 2 weeks ago

'De-risking' efforts and exercise in futility: China Daily editorial

China Daily  

Chinese and US flags flutter outside the building of an American company in Beijing. By leveraging closer economic ties with India and encouraging greater collaboration between the two sides in areas such as information technology, space exploration and renewable energy, the Biden administration hopes to hold back China's development by reducing its leadership advantages and, by positioning India as an …

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 …

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 …

Allies dodging US' tech war draft: China Daily editorial
5 months ago

Allies dodging US' tech war draft: China Daily editorial

China Daily  

The Joe Biden administration is mulling harsh restrictive measures on Tokyo Electron, ASML and other chipmaking and chip equipment manufacturing companies of US allies if they continue to trade with China. On the other hand, with Biden facing tremendous difficulties in his bid for reelection as US president in November, more and more US allies feel they needn't serve in …

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 …

US lens on investments to hinder AI, chip sectors
5 months, 4 weeks ago

US lens on investments to hinder AI, chip sectors

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. Washington's latest proposal to restrict and monitor US companies' and individuals' investments in key technologies in China will jeopardize the global artificial intelligence and semiconductor supply chains, and increase the uncertainty of international economic recovery, officials and experts said on Monday. Wei Jianguo, …

US lens on investments to hinder AI, chip sectors
5 months, 4 weeks ago

US lens on investments to hinder AI, chip sectors

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. Washington's latest proposal to restrict and monitor US companies' and individuals' investments in key technologies in China will jeopardize the global artificial intelligence and semiconductor supply chains, and increase the uncertainty of international economic recovery, officials and experts said on Monday. Wei Jianguo, …

China sanctions several Lockheed Martin units, three executives over arms deals with Taiwan
6 months ago

China sanctions several Lockheed Martin units, three executives over arms deals with Taiwan

Associated Press  

BEIJING — China said Friday it has banned a number of business units of American aviation manufacturer Lockheed Martin Corp. and three of its executives over arms deals the company has signed with Taiwan, the self-ruling island it claims as its own territory. The statement from China’s Foreign Ministry said the company’s cooperation with Taiwan had violated the country’s sovereignty, …

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. …

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 …

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 …

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 …

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 …

China criticises U.S. tightening of chip export rules
8 months, 3 weeks ago

China criticises U.S. tightening of chip export rules

The Hindu  

China has criticised the tightening of U.S. rules on semiconductor exports, saying they have created more hurdles to trade and more uncertainty in the chip industry. The Biden administration last week revised rules aimed at making it harder for China to access U.S. artificial intelligence chips and chipmaking tools, part of a larger effort to hobble Beijing's chipmaking industry over …

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 …

Experts flay US chip move
9 months, 3 weeks ago

Experts flay US chip move

China Daily  

A view of the booth of Semiconductor Manufacturing International Corp during an expo in Shanghai. The US government's reported latest move to stop US companies from supplying critical raw materials to Chinese chip company Semiconductor Manufacturing International Corp highlights once again that Washington is misusing political power to disrupt normal commercial cooperation between business entities of the two countries, which …

Can the US reverse China's dominance of manufacturing?
10 months, 3 weeks ago

Can the US reverse China's dominance of manufacturing?

China Daily  

A worker assembles vehicles in a factory in Weifang, Shandong province, Jan 28, 2023. In an op-ed piece published on the Diplomat's website on Jan 18, Xiaofeng Wang, a foreign affairs reporter currently located in Washington, D.C, highlighted China's pivotal role as the primary supplier of intermediate goods, asserting that this gives China a significant advantage and makes it more …

US companies are finding it hard to avoid China
1 year ago

US companies are finding it hard to avoid China

Live Mint  

HONG KONG—American companies, under heavy pressure to reduce their exposure to China, are increasingly turning to factories in places such as Vietnam, Indonesia and Mexico. Direct U.S. investment into China hit a 20-year low of $8.2 billion last year, according to Rhodium Group, a New York-based research firm. Research by DBS shows that China has significantly increased the amount of …

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 …

Discover Related