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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…
chipsets
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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…
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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…
Views
Qualcomm’s automotive gambit appears to be paying off
Qualcomm is showing signs of executing on its automotive ambitions to do for vehicle software exactly what it has done for cellular connectivity. Read more…
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Intel will expand its Developer Cloud to boost ecosystem
Intel plans to expand the Intel Developer Cloud to allow customers to try new chips before they hit the market in hopes of luring more app developers. Read more…
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Softbank really wants Samsung and Arm to join forces
SoftBank Group’s Masayoshi Son plans to meet with Samsung Electronics to discuss a potential “strategic alliance” with Softbank’s chip designer Arm. Read more…
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Nvidia reveals new centralized autonomous driving platform
Nvidia unveiled its DRIVE Thor computing platform that centralizes autonomous and assisted driving as well as other digital functions like in-car entertainment. Read more…
Views
Apple is under US pressure to drop China’s YMTC
GOP senators warn Apple it will face intense scrutiny if it keeps dealing with Chinese NAND maker YMTC. The threat is nonsensical at face value, but has teeth. Read more…
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Vedanta, Foxconn will invest $19.5b in Gujarat chip plants
Vedanta and Foxconn will invest $19.5 billion to set up chipset and display production plants in Gujarat, the home state of Indian PM Narendra Modi. Read more…
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US prepares more curbs on chip / tool exports to China
The Biden administration plans next month to broaden curbs on US shipments to China of semiconductors used for AI and chipmaking tools. Read more…
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Nvidia A100 chip ban will impact Chinese research on AI
High-profile universities and state-run research institutes in China have been relying on Nvidia’s A100 chip to power their AI technology. Read more…
Views
China quest for chip independence is fading out of reach
The US clampdown on AI chip sales to China has reignited the debate: can China become independent on semiconductors? The evidence says it’s unlikely. Read more…
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Meta taps Qualcomm to make chips for its VR devices
Meta has signed an agreement to have chip-maker Qualcomm produce custom chipsets for its Quest VR devices, powered by Qualcomm’s Snapdragon platforms. Read more…