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Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
- New restrictions on commerce with China’s Huawei are among several options to be considered at high-level US meetings this week and next, according to sources
- “What they’re trying to do is make sure that no chips go to Huawei that they can possibly control,” one person said
China’s chip makers in Wuhan are showing more resilience to the coronavirus supply chain disruptions thanks to higher levels of automation and clean rooms in the factories
China’s chip makers in Wuhan are showing more resilience to the coronavirus supply chain disruptions thanks to higher levels of automation and clean rooms in the factories
The comments by the US chip maker about “significant uncertainty around the impact from the coronavirus” dragged down chip stock shares despite signs that an industry downturn was ending.
The comments by the US chip maker about “significant uncertainty around the impact from the coronavirus” dragged down chip stock shares despite signs that an industry downturn was ending.
Hi-tech Chinese companies Huawei, SMIC and YMTC, along with the local units of Samsung, SK Hynix and LG Display, maintained operations to manufacture parts and products, despite Beijing’s call to halt all work in some cities and provinces.
Hi-tech Chinese companies Huawei, SMIC and YMTC, along with the local units of Samsung, SK Hynix and LG Display, maintained operations to manufacture parts and products, despite Beijing’s call to halt all work in some cities and provinces.
A proposal to further restrict US tech sales to Huawei, the world’s largest telecoms equipment supplier, is said to have been held up, as officials debate whether the step could harm American exporters.
A proposal to further restrict US tech sales to Huawei, the world’s largest telecoms equipment supplier, is said to have been held up, as officials debate whether the step could harm American exporters.
Dutch firm ASML, which has a monopoly on advanced lithography equipment needed to make next-generation chips, is already a major supplier to Samsung Electronics and Taiwan Semiconductor Manufacturing Co, but hopes to drive deeper into China.
Dutch firm ASML, which has a monopoly on advanced lithography equipment needed to make next-generation chips, is already a major supplier to Samsung Electronics and Taiwan Semiconductor Manufacturing Co, but hopes to drive deeper into China.
TSMC, the world’s largest contract chip maker, anticipates increased adoption of more advanced semiconductors amid the growth in demand for 5G smartphones.
TSMC, the world’s largest contract chip maker, anticipates increased adoption of more advanced semiconductors amid the growth in demand for 5G smartphones.
Beijing’s ambassador to the Netherlands Xu Hong has warned that bilateral trade relations would be damaged if semiconductor equipment supplier ASML is not allowed to ship its newest machines to China.
Beijing’s ambassador to the Netherlands Xu Hong has warned that bilateral trade relations would be damaged if semiconductor equipment supplier ASML is not allowed to ship its newest machines to China.
Qualcomm, which has spent years silently developing self-driving technology near its headquarters while rivals such as Intel and Nvidia jumped into the market, has announced a computing system for autonomous vehicles designed to handle everything from lane controls to full self-driving.
Qualcomm, which has spent years silently developing self-driving technology near its headquarters while rivals such as Intel and Nvidia jumped into the market, has announced a computing system for autonomous vehicles designed to handle everything from lane controls to full self-driving.
The US campaign began in 2018, after the Dutch government gave semiconductor equipment maker ASML, the global leader in a critical chip-making process known as lithography, a licence to sell its most advanced machine to a Chinese customer.
The US campaign began in 2018, after the Dutch government gave semiconductor equipment maker ASML, the global leader in a critical chip-making process known as lithography, a licence to sell its most advanced machine to a Chinese customer.
Alibaba’s Damo Academy, the e-commerce giant’s science and technology innovation brain trust, offers a glimpse of the new year’s top technology trends, including the AI sector’s progress in so-called cognitive intelligence.
Alibaba’s Damo Academy, the e-commerce giant’s science and technology innovation brain trust, offers a glimpse of the new year’s top technology trends, including the AI sector’s progress in so-called cognitive intelligence.
2019 was the year in which China realised it must develop more of its own strategic technology if it’s to end its supply chain dependence
2019 was the year in which China realised it must develop more of its own strategic technology if it’s to end its supply chain dependence
Samsung Electronics will reportedly increase investment at its chip factory in China to boost production of NAND flash memory chips, which can hold data permanently and are found in mobile devices, memory cards, USB flash drives and solid-state drives.
Samsung Electronics will reportedly increase investment at its chip factory in China to boost production of NAND flash memory chips, which can hold data permanently and are found in mobile devices, memory cards, USB flash drives and solid-state drives.
Chinese imports of American semiconductors, integrated circuits and the equipment to make them have risen strongly in the past three years, a sign that tech companies there are preparing for the risk of a “silicon curtain” descending.
Chinese imports of American semiconductors, integrated circuits and the equipment to make them have risen strongly in the past three years, a sign that tech companies there are preparing for the risk of a “silicon curtain” descending.
The non-profit RISC-V Foundation sets standards for the core chip architecture and controls who can use its trademark on products. The organisation has more than 325 members, including Qualcomm, Alibaba and Huawei.
The non-profit RISC-V Foundation sets standards for the core chip architecture and controls who can use its trademark on products. The organisation has more than 325 members, including Qualcomm, Alibaba and Huawei.
Citic Capital Partners, the Chinese home-grown buyout firm that recently acquired 80 per cent of McDonald’s China and Hong Kong operations, sees potential deal opportunities in China’s semiconductor sector, an industry that is moving rapidly towards self sufficiency amid the ongoing US-China technology war.
Citic Capital Partners, the Chinese home-grown buyout firm that recently acquired 80 per cent of McDonald’s China and Hong Kong operations, sees potential deal opportunities in China’s semiconductor sector, an industry that is moving rapidly towards self sufficiency amid the ongoing US-China technology war.
Dependence on US frameworks for deep learning seen as significant gap in China’s AI ecosystem, potentially hampering efforts to close the AI tech gap with the US by 2030.
Dependence on US frameworks for deep learning seen as significant gap in China’s AI ecosystem, potentially hampering efforts to close the AI tech gap with the US by 2030.
EUV machines are crucial in the memory and semiconductor manufacturing process.
EUV machines are crucial in the memory and semiconductor manufacturing process.
Blacklisted China tech companies shrug off US move, but ultimately they will have to find domestic alternatives to current US hardware.
Blacklisted China tech companies shrug off US move, but ultimately they will have to find domestic alternatives to current US hardware.
Some in China see custom AI chips, which can offer superior performance to conventional integrated circuits even when manufactured using older processes, as helping the country loosen its dependence on the US in core technology.
Some in China see custom AI chips, which can offer superior performance to conventional integrated circuits even when manufactured using older processes, as helping the country loosen its dependence on the US in core technology.
American businesses require a special license to supply goods to Huawei after the US added the Chinese company to a trade blacklist in May over national-security concerns
American businesses require a special license to supply goods to Huawei after the US added the Chinese company to a trade blacklist in May over national-security concerns
Semiconductors have become the cornerstone technology of the information age and Taiwan has managed to carve out a leading industry position.
Semiconductors have become the cornerstone technology of the information age and Taiwan has managed to carve out a leading industry position.
EDA software has become more important for the semiconductor industry over the years, as designers deal with the complexity of having billions of transistors on smaller chips.
EDA software has become more important for the semiconductor industry over the years, as designers deal with the complexity of having billions of transistors on smaller chips.
China has to strike a balance between the heavy investment that the industry requires and the returns that such spending may, or may not, yield.
China has to strike a balance between the heavy investment that the industry requires and the returns that such spending may, or may not, yield.
Senior industry executives call on governments around the world to resist decoupling supply chains and disentangling economic cooperation.
Senior industry executives call on governments around the world to resist decoupling supply chains and disentangling economic cooperation.
China has made self-reliance in core technologies a key initiative, but the country remains at least one to two generations behind the US in the critical field of semiconductors, according to industry veteran.
China has made self-reliance in core technologies a key initiative, but the country remains at least one to two generations behind the US in the critical field of semiconductors, according to industry veteran.
ASTRI, the largest government-funded R&D centre in Hong Kong, is one of the research institutes covered by the government’s drive to build up hi-tech R&D
ASTRI, the largest government-funded R&D centre in Hong Kong, is one of the research institutes covered by the government’s drive to build up hi-tech R&D
After several decades and billions of dollars of investment, only 16 per cent of semiconductors used in China today are manufactured domestically.
After several decades and billions of dollars of investment, only 16 per cent of semiconductors used in China today are manufactured domestically.
Vice-president of the Semiconductor Industry Association, a US trade group that represents some of the world’s biggest chip makers, speaks about China’s chip efforts.
Vice-president of the Semiconductor Industry Association, a US trade group that represents some of the world’s biggest chip makers, speaks about China’s chip efforts.
Decoupling has started but the signing of a phase-one US-China trade deal holds out hope that Washington is not ready to fully unfurl protectionism even as Beijing is unprepared for complete self-reliance.