Latest salvo in escalating trade war, as Chinese companies are told by local industry bodies that US chips are 'no longer safe'
News semiconductors
China Bans Exports Of Gallium, Germanium, Antimony
Beijing bans exports to US of key materials after Biden administration imposes more restrictions on Chinese chip sector
US Announces New Export Controls On China’s Chip Sector
New round of US semiconductor export restrictions designed to hamper Beijing's capacity to produce high-end chips
German Government Plots €2 Billion For Chip Subsidies – Report
Is it enough? After Intel disappointment, Germany to offer approximately 2 billion euros in subsidies for chip investments
US Finalises $7.86bn Award To Intel Amidst Business Troubles
Biden administration to reduce Intel's $8.5bn preliminary award under Chips Act as company lays off 15,000 staff, delays investments
Nvidia Chief Promises China Engagement Ahead Of New Sanctions
Nvidia chief Jensen Huang says the AI chip company plans to maintain presence in China as US plans new sanctions this week
Hong Kong Research Group Trains AI Model With Huawei Chips
Hong Kong-based AI research institute uses Huawei Ascend 910B chips to train latest model, as domestic firms make up for Nvidia blockade
US Finalises $6.6bn Award For TSMC Arizona Plants
US Commerce Department finalises $6.6bn subsidy to TSMC for leading-edge chip plants in Arizona, as Biden term nears end
China Chip Production Slows Ahead Of New US Sanctions
Chip production slows in China in October ahead of expected export controls, while annual EV production capacity surges past 10 million units
US Orders TSMC To Halt AI Chip Sales To China
US Commerce Department orders Taiwan's TSMC to halt sales of advanced AI accelerators to mainland Chinese customers as of Monday
US Takes Chip Equipment Makers To Task Over China Sales
US lawmakers write to biggest chip equpment makers in US, Japan, Netherlands asking for data on sales to Chinese firms, ahead of new sanctions
Nvidia Market Value Surges Above $3.6tn
Investor optimism following Donald Trump re-election win pushes Nvidia to record high, adds 30 percent to Tesla stock price
ASML IT Outage Disrupts Worldwide Operations
Dutch chip equipment maker ASML says 'fully recovered' from IT outage affecting operations worldwide and is investigating cause
China’s SMIC Benefits From AI Chip Boom In Spite Of Sanctions
Chinese chip manufacturing giant SMIC says AI has helped boost revenues to record levels in spite of restrictions on advanced tech
TSMC Suspends Advanced Chip Orders For China Customers
World's biggest contract chipmaker TSMC to stop producing advanced chips for customers in mainland China after part found in Huawei AI chip
Huawei Sees Sales Surge, But Profits Fall
US-sanctioned Huawei sees sales surge in first three quarters of 2024 on domestic smartphone popularity, even as net profits fall
Spotify, Paramount Sign Up To Use Google Cloud ARM Chips
Google Cloud signs up Spotify, Paramount Global as early customers of its first ARM-based cloud CPUs, as AI drives skyrocketing power costs
AMD Reports Strong AI Chip Sales, Investors Unimpressed
AMD reports strong growth in data centre unit, but outlook in line with expectations fails to impress investors
OpenAI Working With Broadcom, TSMC On First AI Chip
OpenAI reportedly working with Broadcom, TSMC to manufacture first AI chip in 2026 with focus on inference tasks
White House Finalises China Tech Investment Curbs
Administration publishes final restrictions on US investment into Chinese tech sectors including AI, chips, quantum computing
Intel Invests $300m To Expand China Chip Processing Plant
Intel to expand operations at major chip packaging and testing plant in Chengdu, in show of support for China amidst tensions
Huawei Begins Staffing Massive New Research Campus
Huawei begins staffing massive new campus in Shanghai suburb as it seeks to bolster home-grown technology efforts
TSMC Arizona Chip Plant Yields 4 Percent Higher Than Taiwan
TSMC says production yields at delayed plant in Arizona are 4 percent higher than comparable factories in Taiwan, in boost for US efforts
TSMC Plans Additional Plants In Europe, Official Says
Taiwan official says TSMC planning additional plants in Europe to focus on AI market, after German factory breaks ground
US Moves To Facilitate AI Chip Shipments To Middle East
US Department of Commerce introduces rule to make it easier for Middle East data centres to obtain key AI chip technology
China Telecom Trains 1 Trillion-Parameter AI Model Using Domestic...
State-owned China Telecom trains two major AI large language models entirely using domestic chips as country ramps self-sufficiency
International Tensions, AI Drive Record Chip Spending
AI, government efforts to boost domestic chip manufacturing expected to boost spending on chip tools to record levels
Government Nationalises One Of UK’s Last Semiconductor Factories
Saved from closure. Ministry of Defence acquires chip factory in County Durham responsible for semiconductors for defence industry
Qualcomm ‘Offers To Buy Intel’
Mobile chip giant Qualcomm approached Intel with an acquisition offer in recent days, Wall Street Journal reports
Intel, AWS To Collaborate On AI Chip In Major Win
AWS to work with Intel on designing, manufacturing AI data centre chip in significant win for Intel manufacturing business