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TechTech War

Beijing targets consultancy that does teardown reports on Huawei chips as tech war widens

The move came after TechInsights' report claims Huawei used advanced components from TSMC, Samsung and SK Hynix in its Ascend AI processors

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In October 2024, TechInsights published an analysis of Huawei’s  Ascend 910B. Photo: Handout
Ann Caoin Shanghai

The Chinese government has put a Canadian semiconductor consultancy, which is known for its reverse-engineering analysis of chips to track their source, on a trade blacklist in a sign of a widening tech war with the West.

Ottawa-based TechInsights was added to the “unreliable entity list” published by China’s Ministry of Commerce and banned from doing business with the country. Chinese individuals and organisations have been told not to “transmit data or provide sensitive information” to the firm.

The move came a few days after TechInsights generated headlines for publishing a report claiming that Huawei Technologies had used advanced components from Asia’s largest semiconductor firms, including Taiwan Semiconductor Manufacturing Co (TSMC), Samsung Electronics and SK Hynix, in some of its Ascend artificial intelligence processors.

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It was not the first time that TechInsights had exposed Huawei’s chip secrets through teardown reports on products from the Shenzhen-based tech giant, which was blacklisted by the US in 2019.

In October 2024, the consultancy published an analysis of Huawei’s most popular AI processor at the time, the Ascend 910B, saying the chips were produced by TSMC. That raised questions about whether Huawei skirted US sanctions, which prohibited it from using TSMC’s foundry services. Both TSMC and Huawei denied the report.
Huawei’s Kirin 9020 chipset. Photo: Handout
Huawei’s Kirin 9020 chipset. Photo: Handout

TechInsight reports have been “attractive” to the global tech supply chain, including Chinese tech companies and consumers, for their “aggressive viewpoints and bold content”, said Chen Jia, an independent analyst in global strategy. However, he said it was “within expectation” that unauthorised teardowns would bring risk and legal issues given the intensified tech war.

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