How high-end semiconductor chips threaten US-China relations : The Indicator from Planet Money : NPR
2 years, 2 months ago

How high-end semiconductor chips threaten US-China relations : The Indicator from Planet Money : NPR

NPR  

Why the US cut China off from advanced chips Enlarge this image AFP via Getty Images AFP via Getty Images Advanced semiconductor chips power the kind of artificial intelligence used in supercomputers, self-driving cars and the military. The United States has been and remains the epicenter of microchip innovation, though the Chinese government has high ambitions for its country to take the number one spot. On October 7, though, just a couple of weeks before Xi Jinping is expected to be reappointed as China's leader, the US government announced a broad ban blocking China's access to make or buy advanced semiconductor chips. For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.

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History of this topic

America’s chip war with China will spread
3 days, 4 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 effort to curb China’s and Russia’s access to advanced computer chips ’inadequate,’ report finds
6 days, 14 hours ago

US effort to curb China’s and Russia’s access to advanced computer chips ’inadequate,’ report finds

Live Mint  

WASHINGTON — The Commerce Department's efforts to curb China's and Russia's access to American-made advanced computer chips have been “inadequate” and will need more funding to stymie their ability to manufacture advanced weapons, according to a report published Wednesday by the Senate's Permanent Subcommittee on Investigations. The Biden administration imposed export controls to limit the ability of China and Russia …

US effort to curb China’s and Russia’s access to advanced computer chips ‘inadequate,’ report finds
6 days, 18 hours ago

US effort to curb China’s and Russia’s access to advanced computer chips ‘inadequate,’ report finds

Associated Press  

WASHINGTON — The Commerce Department’s efforts to curb China’s and Russia’s access to American-made advanced computer chips have been “inadequate” and will need more funding to stymie their ability to manufacture advanced weapons, according to a report published Wednesday by the Senate’s Permanent Subcommittee on Investigations. The Biden administration imposed export controls to limit the ability of China and Russia …

China targets Nvidia with antitrust probe, escalates US chip tensions
Top News
2 weeks ago

China targets Nvidia with antitrust probe, escalates US chip tensions

Deccan Chronicle  

Beijing: China said on Monday it has launched an investigation into Nvidia over suspected violations of the country's anti-monopoly law, a probe widely seen as a retaliatory shot against Washington's latest curbs on the Chinese chip sector. The statement from the State Administration for Market Regulation announcing the probe did not elaborate on how the U.S. company, known for its …

China hits back at US, initiates antitrust investigation in NVIDIA’s AI chip dominance
2 weeks, 1 day 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, 2 days 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, 6 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 …

Unified stance against latest US crackdown
2 weeks, 6 days ago

Unified stance against latest US crackdown

China Daily  

By CHENG YU | CHINA DAILY | Updated: 2024-12-05 07:45 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 …

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

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, 2 days 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
4 weeks 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, 1 day 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, 1 day 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, 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, …

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

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

Firstpost  

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

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

Alarmed China over Trump victory plans to choke chip industry

Firstpost  

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

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

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

Live Mint  

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

TSMC halts shipments of advanced AI chip to Chinese companies, top lawmakers demand ‘transparency’
Trending News
1 month, 2 weeks 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, 2 weeks 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 …

Mystery surrounds discovery of TSMC Tech inside Huawei AI chips
1 month, 2 weeks ago

Mystery surrounds discovery of TSMC Tech inside Huawei AI chips

Live Mint  

Some of the world’s most-guarded semiconductor technology has ended up in China’s Huawei Technologies’ new artificial-intelligence chips, showing the limits of the U.S.’s broad attempts to thwart such hardware linkups. Core circuitry produced by Taiwan Semiconductor Manufacturing Co. was found in Huawei’s Ascend 910B chips, according to people familiar with the matter and TechInsights, a Canada-based research firm that conducts …

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 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 …

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

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

The Hindu  

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

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

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

China Daily  

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

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

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

China Daily  

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

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

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

China Daily  

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

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

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

Firstpost  

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

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

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

Associated Press  

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

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

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

China Daily  

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

China is getting secretive about its supercomputers
5 months ago

China is getting secretive about its supercomputers

Live Mint  

But Chinese scientists have become more secretive as the U.S. has tried to hinder China’s technological progress, and they have stopped participating altogether in a prominent international supercomputing forum. A 2015 U.S. move curtailed Chinese supercomputer developers’ access to Intel chips and other U.S. hardware, followed by broader export restrictions four years later under the Trump administration. The rise of …

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, 1 week 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 …

Chip stocks shed $480bn on China trade fears, Trump’s Taiwan comments
5 months, 1 week 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 …

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

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

Hindustan Times  

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

Decoupling result of US' China policy
5 months, 4 weeks ago

Decoupling result of US' China policy

China Daily  

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

Decoupling result of US' China policy
5 months, 4 weeks ago

Decoupling result of US' China policy

China Daily  

Capital market decoupling between the United States and China is occurring to some extent, and US restrictions targeting China have played a significant role, experts said. US President Joe Biden signed an executive order last August to establish a foreign investment review mechanism to restrict US entities from investing in China's semiconductors and microelectronics, quantum information technology, and artificial intelligence …

US lens on investments to hinder AI, chip sectors
6 months 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
6 months 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, …

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. …

'Overcapacity' narrative against China aimed at fulfilling 'US-only' dream
7 months ago

'Overcapacity' narrative against China aimed at fulfilling 'US-only' dream

China Daily  

This photo taken on April 24, 2024 shows a new energy vehicle assembly line of BYD, China's leading NEV manufacturer, at the plant of BYD in Zhengzhou, Central China's Henan province. Shortly after US Treasury Secretary Janet Yellen's overcapacity narrative about China in April, the administration of US President Joe Biden announced plans to raise tariffs on Chinese electric vehicles …

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" …

U.S. chip bans not meant to hobble China's growth, Blinken says
7 months, 4 weeks ago

U.S. chip bans not meant to hobble China's growth, Blinken says

Hindustan Times  

By Stephen Nellis U.S. chip bans not meant to hobble China's growth, Blinken says April 26 - U.S. export controls on sending advanced computing chips to China are not meant to hold back China's economy or technological development, Secretary of State Antony Blinken said during an interview with National Public Radio on Friday. Since 2022, U.S. officials have imposed sweeping …

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 …

China blocks use of US-made Intel & AMD chips in govt computers: Report
9 months ago

China blocks use of US-made Intel & AMD chips in govt computers: Report

Hindustan Times  

China has introduced new guidelines that will mean U.S. microprocessors from Intel and AMD are phased out of government personal computers and servers the Financial Times reported on Sunday. Washington DC has already imposed sanctions on numerous Chinese firms on national security grounds, and also legislated to encourage more technology products to be manufactured in the United States and blocked …

US is constantly assessing expansion of export controls on chips that could boost China's military
9 months, 2 weeks 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 …

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