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What Micron ban really says about China’s chipset situation
China has banned Micron products from critical infrastructure. It’s a safe move that clearly demonstrates just how weak its hand is in semiconductors. Read more…
chipsets
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Vedanta-Foxconn JV ready to start building its Gujarat fab
The Vedanta-Foxconn JV says it will start construction on its Gujarat semiconductor factory this year, and expects to start generating revenues by FY 2027. Read more…
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New Japan chip export controls are bad news for China
Japan has entered the US-China semiconductor fray with tough restrictions on exports that could hinder China’s ability to manufacture chips below 20nm. Read more…
Views
Generative AI is a bubble – we know what happens next
Generative AI has ‘bubble’ written all over it. The signs are everywhere, and sooner or later, the house of cards will fall. The 4th AI winter beckons. Read more…
News
Vietnam walks back claim of new Intel investment
The Vietnam government appears to have backtracked its announcement that Intel will be involved in a major billion-dollar investment initiative in 2023. Read more…
News
US blacklists YMTC and others as AI chip crackdown widens
The Biden administration added YMTC and 21 Chinese players in the AI chip sector to a trade blacklist, broadening its crackdown on China’s chip industry. Read more…
Views
Is banning individual firms sensible in a complex world?
Bans on individual companies often impact more than the targeted company. We need smarter risk evaluation that understands complex ecosystems and geopolitics. Read more…
News
China will spend over $143b to boost domestic chip industry
China is working on a more than $143 billion support package for its semiconductor industry in a major step towards self sufficiency in chips. Read more…
News
Intel is keen on design opportunities for Indian partners
Intel sees India rising as a prominent destination (and an alternative to Taiwan and China) for its partners for product design and manufacturing opportunities. Read more…
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Taiwan remains a priority for TSMC despite Arizona plans
Taiwan remains TSMC’s most important production base after the firm said it would boost investment at its new Arizona plant, says the island’s economy minister. Read more…
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TSMC founder reveals plans for 3-nm plant in Arizona
TSMC is planning to produce advanced 3-nm chips at its new factory in Arizona but the plans are not completely finalised yet, says founder Morris Chang. Read more…
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Taiwan touts tax breaks to boost its tech R&D edge
Taiwan proposed larger tax breaks for tech companies’ R&D, in a bid to retain its leading position in semiconductor manufacturing. Read more…
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Buffet’s Berkshire bets on tech again with TSMC investment
Berkshire Hathaway said it bought more than $4.1 billion of stock in Taiwan Semiconductor Manufacturing (TSMC), a rare significant foray into the tech sector. Read more…
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MediaTek says some OEM supply chains are edging from Taiwan
Tensions between China and the US are pushing some OEMs to consider moving some of their supply chain away from Taiwan, says MediaTek CEO Rick Tsai. Read more…
News
Nvidia confirms it has a new US-compliant chip for China
Nvidia is offering a new A800 chip in China that meets recent US export control rules. One way it does that is by being slower than the banned A100 chip. Read more…
Views
Chipset firms already feeling impact of new US export rules
Some chipset capital equipment firms are dropping business with China. If this goes on it will damage China’s chip industry even more than anyone anticipated Read more…
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Xi doubles down on self-reliance in tech development
President Xi Jinping’s call for China to “win the battle” in core technologies could signal an overhaul in Beijing’s approach to advancing its tech industry. Read more…
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New US export rules could wreck chipset supply chain
The US is scrambling to tackle unintended consequences of its new export curbs on China’s chip industry that could inadvertently harm the chipset supply chain. Read more…
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New Chinese fund cleared to invest in Korean chip firms
China’s securities regulator has given the greenlight to Huatai-PineBridge, the country’s first mutual fund targeting top Chinese and South Korean chipmakers. Read more…
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Samsung expected to report 25% profit drop in Q3
Samsung Electronics’ Q3 profit could tumble 25%, the first y-o-y decline in nearly three years, as an economic downturn saps demand for devices and chips. Read more…