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Semiconductors: Industry Trends

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Semiconductors: Industry Trends
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
SiFive co-founder Krste Asanović. Photo: Handout
Semiconductors

US semiconductor firm SiFive taps China’s growing appetite for open-source chips

California-based SiFive has set up a subsidiary in Shanghai to help customers ‘achieve technological breakthroughs’.

Semiconductors

Chinese scientists vow to launch breakthrough open-source chip in 2025

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US-China tech war

Chinese exhibitors are back at CES 2025 despite US tech tensions

Semiconductors

China struggles to build car chip supply chain to break free of imports

The country’s self-sufficiency rate for automotive chips is currently less than 10 per cent, according to an official at MIIT.

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The BYD booth at the Automechanika in Frankfurt, Germany, September 11, 2024. Soaring EV production in China is boosting demand for chips. Photo: Xinhua
Artificial intelligence

China catches up fast in AI race, but US chip curbs cast shadow

Abundant investment and an open-source approach have pushed China to the AI forefront, but a lack of advanced chips may prove devastating.

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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.

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Semiconductors

Exclusive | US to cap countries’ advanced chip access, with China in sights: sources

In a second escalation of chip restrictions this month, the US is planning to close sourcing loopholes through third-party countries, sources say.

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As the US has sought to curb China’s access to advanced semiconductors, the smuggling trade for these chips has grown. Photo: Shutterstock
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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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.

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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The path for China to produce advanced semiconductors is narrowing, but legacy chips remain a booming business. Photo: Reuters
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.

JCET is China’s leading chip packaging company. Photo: Handout
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.

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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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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Biren’s BR100 graphics processing unit. Biren is considered one of China’s leading domestic alternatives to Nvidia chips. Photo: Handout
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
TSMC

TSMC’s Arizona chip plant outperforms Taiwan’s, boosting US drive

Early production yields at the first TSMC plant in Arizona have surpassed similar factories in Taiwan, an executive says.

Semiconductors

SK Hynix posts record profit, outshining Samsung in AI chip sales

The world’s second-biggest memory chip maker beat forecasts in its third-quarter earnings.

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Semiconductors

Qualcomm may lose licence to design its own chips on Arm standards

The cancellation escalates a legal dispute between two major companies that helped advance the smartphone industry.

Arm has accused Qualcomm for failing to renegotiate contract terms after acquiring chip design start-up Nuvia in 2021. Photo: Reuters
Smartphones

Qualcomm’s Snapdragon 8 Elite to give Chinese smartphones an AI power boost

Xiaomi, OnePlus, Realme and Honor have announced devices with the new chip as they look to take on Apple and Samsung in AI.

TSMC

TSMC’s third-quarter profit handily beats forecasts on AI boom

Asia’s most valuable publicly listed company saw profit jump 54 per cent last quarter.

Semiconductors

Qualcomm’s bid to buy Intel hinges on US election, China scrutiny

Qualcomm, which has made informal inquiries with Chinese regulators, could wait until January to make a decision, sources say.

The Qualcomm headquarters in San Diego, California. Photo: The San Diego Union-Tribune/TNS
Semiconductors

China boosts quantum computer production with self-developed chips

Origin Quantum, a research firm added to the US trade blacklist this year, is expanding its superconducting quantum computer production.

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China is upgrading its first production line of superconducting quantum computers. Photo: Shutterstock
Foxconn

iPhone maker Foxconn says EV business will need years to ramp up

It will probably take another five years for Hon Hai to fully utilise its production lines at an Ohio facility, EV head Jun Seki says.

Artificial intelligence

Samsung apologises for weak results during AI chip boom

In a rare apology, the company vows to review its culture and processes to enhance competitiveness.

Semiconductors

Tech war: China advocates use of local AI chips over those from Nvidia

AI chip users on the mainland have been informally advised to prioritise local alternatives, including those from Huawei, sources say.

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While there is no official ban on Nvidia’s China-tailored H20 graphics processing unit, sources say mainland AI chip users are being encouraged to adopt locally made alternatives. Photo: Shutterstock
Semiconductors

China claims breakthrough that could clear chip-design hurdle

A Wuhan-based lab has announced a ‘milestone’ that could help China overcome restraints imposed by traditional chip-design technology.

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A state-funded lab in China has announced a breakthrough in chip-design technology. Photo: Shutterstock
Semiconductors

China’s JCET buys Shanghai plant of US flash memory maker SanDisk

The US$624 million deal is expected to enlarge JCET’s share in China’s data storage market.

Semiconductors

China Telecom say AI model with 1 trillion parameters trained with Chinese chips

The state-owned telecoms operator did not reveal what chips it used for its 1 trillion-parameter model, but it has a partnership with Huawei.

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