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Semiconductorsi

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.

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  • California-headquartered AXT, which has manufacturing facilities in China, said its Chinese subsidiary Tongmei would immediately proceed to apply for the permits
  • China’s commerce ministry said on Monday it would control exports of eight gallium products and six germanium products from August 1 to protect national security
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Beijing orders export controls on gallium, germanium and several compounds used to make semiconductors just days after the Netherlands announces new measures to limit China’s access to advanced chip-making technology.

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Chinese tech giants are the main attraction at the three-day World Artificial Intelligence Conference in Shanghai, as US firms maintain their distance.

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The Dutch government just dealt a fresh blow to China’s semiconductor industry with further restrictions on shipments of ASML’s chip-making equipment to the country.

The US and the Netherlands are set to further restrict sales of chip-making equipment to China, part of ongoing efforts to prevent their technology from being used to strengthen the Chinese military.

Jailed executive Choi Jinseog rejected allegations he illegally got secret information to build a semiconductor plant only 1.5km from a Samsung factory in Xian.

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Experts and insiders at Semicon China in Shanghai were all discussing the implications of deglobalisation amid reports of looming new US sanctions.

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Samsung’s conspicuous absence for unknown reasons at MWC Shanghai marks the first time the company has not taken part in this annual regional trade show since at least 2017.

YMTC chairman Chen Nanxiang said ‘significant uncertainties’ lie ahead, as the chip industry’s industrial harmony and balance have been disrupted by geopolitical tensions.

US semiconductor IP provider SiFive is promoting its processor cores to chip designers in major Chinese cities this week, tapping into enthusiasm for the open-source RISC-V architecture.

Micron Technology reported better-than-expected third-quarter revenue of US$3.75 billion, powered by demand for its memory chips from the rapidly-growing AI sector.

Nvidia’s financial chief said restrictions on exports of AI chips to China ‘would result in a permanent loss of opportunities’ for the US industry.

Samsung Electronics said it is adding capacity to its chip foundry business and plans to introduce 2-nm production to close the gap with market leader Taiwan Semiconductor Manufacturing Co.

The mammoth deal – which surprised many – makes sense amid growing global tension in the critical semiconductor sector, with other similar agreements likely, analysts say.

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The high demand for smuggled graphics processing units underscores how China lacks strong alternative suppliers that can deliver products to rival those from Nvidia.

Tsinghua Unigroup named Ma Daojie, who has 30 years of experience in China’s telecoms industry, as the new chairman of its privately-held Unisoc mobile chip design subsidiary.

Economists now expect the city state’s economy to have contracted over two quarters, enough to count as a technical recession and raising the prospect’s of a downgrade to the full-year growth forecast.

Tech firms from Taiwan and South Korea are seeking increased cooperation despite still competing as global exporters of tech hardware amid rising geopolitical tensions involving China and the US.

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Arizona’s long-standing support for Taiwan, going back to the 1960s, underscores the increasing importance of subnational diplomacy for the self-ruled island.

The two leaders were said to have ‘expressed concern over coercive actions and rising tensions’ in the Indo-Pacific and ‘strongly oppose’ a unilateral change in the status quo by force.

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The Dutch government is planning to publish new export controls that will restrict more of ASML’s chipmaking machines from being sold to China as soon as next week, according to sources.

American president dismisses ‘any real consequence’ to critical remarks and says ‘common democratic character’ unites Washington and New Delhi.

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