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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
last updated:
12 December, 2024
A man walks past the Nvidia logo at the company’s AI Summit in Mumbai, India, on October 24. Photo: Reuters
Semiconductors

My Take | With Nvidia antitrust probe, China hardens its stance towards US ‘AI partners’

Beijing may be looking to add teeth to its response to Washington’s escalating chip war, starting with a slap on the wrist for the AI-chip maker.

Semiconductors

Chinese chip tool maker hands reins to state-owned firm after US sanctions

Semiconductors

Huawei suppliers face new limits under US defence bill considered a ‘must-pass’

US-China tech war

Chip war: Chinese firms play down fresh US sanctions, tout local supply chain

Newly blacklisted Empyrean and Skyverse say the sanctions will have little impact, pointing to their local tech stack and domestic customers.

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Semiconductor firms newly added to the US Entity List say they will see little impact from the sanctions, as their supply chain is largely localised already. Photo: Reuters
US-China tech war

ASML says US chip curbs on China won’t affect 2025 sales forecast

The Dutch chip equipment maker says it is studying the impact of the new restrictions, but sees little impact on long-term demand.

China manufacturing

With more than 10,000 ‘little giants’, China beats 2025 goal amid US tech war

China set a goal of cultivating 10,000 so-called ‘little giant’ firms by 2025 amid increasing tech competition with the US.

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US-China tech war

New US chip sanctions to deal fresh blow to China’s self-reliance push

The impact on the Chinese chip industry would be significant if major domestic suppliers are blacklisted, sources say.

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China’s chip industry is bracing for new US export controls as soon as this week. Photo: Reuters
Semiconductors

Nvidia meets Chinese trade negotiator as fresh US chip sanctions loom

China’s top trade negotiator and key figure during Trump’s first term met Nvidia’s global business head amid reports of fresh US export restrictions.

Semiconductors

Beijing chip forum attendees mull impact of TSMC block, second Trump term

At the 21st China International Semiconductor Expo, industry experts weighed in on the challenges and opportunities ahead in domestic chipmaking.

Foxconn

iPhone maker Foxconn partners with Nvidia on AI-driven factories

Foxconn is partnering with Nvidia to develop so-called digital twins to help build advanced facilities around the world.

Nvidia co-founder and chief executive officer Jensen Huang (left) and Foxconn chairman Young Liu at the Hon Hai Tech Day in Taipei last year. Photo: AFP
Semiconductors

Beijing plans 12-inch wafer fab, pouring US$4.6 billion into new chip project

Beijing Yandong Microelectronics will take a controlling position with a 25 per cent stake, while other investors include display maker BOE Technology.

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Beijing is pouring billions of dollars into a new wafer fabrication plant as China looks to ramp up capacity in its pursuit of technological self-sufficiency. Photo: Shutterstock
Semiconductors

China’s chip production slows in October amid threat of new US sanctions

Although production growth slowed to 11.8 per cent in October, semiconductors remain one of China’s fastest-growing industries this year.

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Semiconductors

China’s top chip packaging firm sees major board shake-up

Former SMIC chairman Gao Yonggang has resigned from JCET’s board after China Resources became the firm’s largest shareholder.

Artificial intelligence

AMD cuts 1,000 staff to focus on AI chips in battle with Nvidia

The company’s data centre segment has performed vastly better than its personal computer and gaming units this year.

AMD CEO Lisa Su holds a chip at the Computex forum in Taipei in June. Photo: Reuters
TSMC

World’s largest foundry extends dominance in lithography systems

AnandTech and The Register indicate that TSMC’s share of global EUV systems has grown from 50 per cent to 56 per cent between 2020 and 2023.

The logo of TSMC seen during the Taiwan Innotech Expo at the World Trade Centre in Taipei, Taiwan, Oct. 14, 2022. Photo: AP
Semiconductors

China’s chip start-up taking on Nvidia kicks off pre-IPO process

Moore Threads has hired Citic Securities to start the ‘tutoring’ process as it seeks to capitalise on enthusiasm in China’s semiconductor industry.

US-China tech war

China’s tech firms fear bigger curbs as TSMC stops AI chip supply

A wider shipment ban on TSMC-made chips could affect a range of mainland businesses from electric vehicles to smartphones.

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Semiconductors

China’s AI chip unicorn Moore Threads moves closer to possible IPO

The GPU and AI-accelerator start-up, founded by an Nvidia veteran, has become a joint-stock company after fresh investments.

Moore Threads is one of China’s top GPU designers. Photo: Handout
US-China tech war

China’s chip industry braces for another 4 years under Trump

Chinese semiconductor firms are ramping up purchases of foreign chipmaking equipment and looking to forge new alliances.

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Taiwan

US orders TSMC to stop sending advanced chips used in AI applications to China

Department of Commerce sends letter to TSMC imposing export restrictions on certain sophisticated chips destined for China.

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TSMC

TSMC halts advanced chip orders from mainland China, source says

TSMC has told mainland Chinese clients it will no longer produce advanced chips for them, according to person briefed on the notice.

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TSMC is the world’s largest contract chip maker. Photo: Reuters
TSMC

Chipmaker TSMC says US investment plan unchanged after Trump win

TSMC is poised to receive its final award from the Chips and Science Act, a Biden initiative that Trump has described as ‘so bad’.

TSMC says its US investment plan remains unchanged after the presidential election. Photo: AP
Semiconductors

Chinese smartphone makers lift Qualcomm’s chip sales

Launches of new flagship phones from Chinese Android brands such as Xiaomi, Oppo and Vivo have helped lift Qualcomm’s forecast.

Semiconductors

Chinese AI chip start-up Biren teams with compute start-up for performance gains

US-blacklisted chipmaker Biren says team-up with Tencent-backed Infinigence AI led to a 100 per cent improvement in GPU training capacity.

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Semiconductors

US lawmaker urges investigation into China’s chipmaker SMIC

Republican Michael McCaul calls on the US Commerce Department to check whether SMIC is illegally producing chips for Huawei.

SMIC facilities at Pudong district in Shanghai, China. Photo: AFP
Semiconductors

Nvidia asks South Korea’s SK Hynix to move up HGM4 memory chip deliveries

Nvidia CEO Jensen Huang made the request amid a shortage of advanced chips, which SK has pledged to work on with fellow market leader TSMC.

The logo of SK Hynix seen on its product during the 26th Semiconductor Exhibition (SEDEX 2024) in Seoul on October 23. Photo: Reuters
Huawei

Huawei’s Ren Zhengfei: US tech is great, but we have to build our own

The 80-year-old CEO talks about Huawei’s struggles and his admiration for US technology in a conversation with students.

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Semiconductors

Intel invests US$300 million in China chip packaging and testing plant

The US chip giant aims to expand an existing chip packaging and testing facility in China, its largest market.

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