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…
US-China
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…
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US senators revive a bill to block Huawei from US banks
US lawmakers introduce a bipartisan bill to restrict Huawei and Chinese 5G companies from accessing US banks. A separate TikTok ban is also on the table. 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…
Views
The latest US ban on Chinese tech is all noise, no substance
The US FCC has banned the import of all electronics from Huawei, ZTE and other Chinese firms. It’s a mostly symbolic move, but further restrictions are likely. Read more…
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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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Temasek’s Vertex to raise $500m for new China tech fund
VC firm Vertex Ventures is set to raise nearly $500 million for a new fund that will invest in efforts to step up China’s domestic tech development. 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…
News
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…
News
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…
News
What counts as a supercomputer under new US export rules?
Deciding who gets hurt by new US curbs on selling tech to China will come down in part to what constitutes a “supercomputer.” That’s harder than it sounds. 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…
News
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…
News
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…
News
Nvidia can’t export its AI chips to China anymore
Nvidia says US officials told it to stop exporting two top AI chips to China, which could interfere with completion of developing its flagship H100 chip. Read more…
Views
US delistings of Chinese tech firms now very unlikely
The impasse over audit inspections of US-listed Chinese companies seems to have been resolved, indicating China had more to lose from delistings than the US. Read more…
News
President Biden signs long-awaited $52.7b chipset bill
President Biden signs a landmark bill to subsidize US chipset production and research and to boost competitiveness with China. Read more…
News
TikTok tells US senators it’s not a national security threat
TikTok sent US senators a letter saying it is working with the Biden Administration to safeguard user data and US national security interests. Read more…
News
Three US firms lose export rights for illegal tech exports to China
The US suspended the export privileges of three firms for 180 days for illegal export of satellite, rocket and defense technology to China. Read more…