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China's largest chip maker SMIC is ramping up production of a decade-old chip technology, key to many industries' supply chains, setting off alarm bells in the United States and prompting some lawmakers to try to stop them.
Reuters
Sony Group is considering building a new factory to make smartphone image sensors in the Kumamoto prefecture of Japan and sourcing chips from TSMC's planned chip plant in the area.
Reuters
According to a single report from the Kommersant, the Chinese government has decided to stop the supply of locally manufactured Loongson chips to Russia.
WCCF Tech
Chinese tech giant Alibaba Group cannot buy some of the most advanced chip designs after the SoftBank-owned British chip tech firm Arm determined that US and Britain would not approve licenses to export technology to China, the Financial Times reported on Wednesday.
Reuters
IBM and Rapidus, a newly formed chip maker backed by the Japanese government, on Tuesday announced a partnership that aims to manufacture the world's most advanced chips in Japan by the second half of the decade.
Reuters
"As part of a recent all-employee meeting, we shared the cost saving actions we are taking across our business in response to the current macroeconomic environment including reducing corporate and manufacturing overhead costs as well as selectively reducing our workforce by less than 800 employees globally before the end of the year," said Julie Moynehan, a spokesperson for GF.
VTDigger
Global economic turbulence has hit technology companies this year, leading to slowing revenue growth and widespread layoffs, even as some segments of enterprise spending on IT seem to be holding steady.
Computerworld
The Biden administration has banned approvals of new telecommunications equipment from China's Huawei Technologies and ZTE because they pose "an unacceptable risk" to US national security.
Reuters
A weak memory market and US sanctions on China semiconductor producers are driving factors behind the expected 19% drop in semiconductor capital spending in 2023.
IC Insights
In a recent interview with the Barron's Tech newsletter, the Tufts history professor argued that American policy makers are still underestimating the significant risks of a possible disastrous outcome over Taiwan.
Barron's
CEO Pat Gelsinger told employees that Thakur will continue lead Intel's foundry unit through the first quarter of 2023 to ensure 'a smooth transition.'
SiliconRepublic
Including Hong Kong and Macao, China had 59 papers accepted by the ISSCC.
Electronics Weekly
Samsung Electronics said the global technology industry is in search of alternative sources for advanced semiconductors given rising political risks.
Bloomberg
The growth is expected to temper in 2023 due to challenging macroeconomic conditions but is forecast to rebound in the years that follow on strong demand for semiconductors used in data center, automotive and industrial applications.
SEMI
Tech leaders who spent years eagerly adding to their staffs are now lining up to deliver a different message: Sorry, we grew too fast.
Wall Street Journal
Toshiba, which is exploring options for a buyout, cut its profit forecast for the year ending March to 125 billion yen from 170 billion yen.
Reuters
Silicon Labs' exit from any business not related to wireless connectivity and IoT devices marks the beginning of the company's journey to becoming a "pure-play" IoT chip designer, according to Silicon Labs CEO Matt Johnson.
EE Times
Despite warnings from intelligence agencies, Germany's government is set to approve a Chinese takeover of a German company's microchips production facility.
Politico
Marvell Technology is eliminating some roles in China as part of a realignment of its global research and development investments, the company said on Thursday.
Reuters
Chinese cities from Wuhan in central China to Xining in the northwest are doubling down on COVID-19 curbs, sealing up buildings, locking down districts and throwing millions into distress in a scramble to halt widening outbreaks.
Reuters
Merck does not anticipate that a projected decline in smartphone sales this year will weigh on its semiconductor chemicals business, CEO Belen Garijo told Reuters on Thursday, insisting the market remained attractive.
Reuters
Chip-making technology provider Lam Research on Wednesday warned of a $2 billion to $2.5 billion revenue hit in 2023 from US curbs on exports of high-end technology shipments to China.
Reuters
The latest US salvo in the chip war against China will set back its domestic chipmakers by generations, while global suppliers of semiconductors and fab tools will incur billions of dollars in lost sales because of a giant dent in demand out of China.
EE Times
Chinese chipmaker Yangtze Memory Technologies Corp has asked American employees in core tech positions to leave, as it rushes to comply with the new U.S export restrictions.
The Financial Times
Intel is planning on announcing "targeted" layoffs in November, according to a report late Thursday, citing an internal video shared with employees.
MarketWatch
Lead times - the gap between when a chip is ordered and when it is delivered - averaged 26.3 weeks in the period, according to research by Susquehanna Financial Group. That compares with nearly 27 weeks the prior month.
Bloomberg
American workers hold key positions throughout China's domestic chip industry, helping manufacturers develop new chips to catch up with foreign rivals. Now, those workers are in limbo under new US export control rules that prohibit US citizens from supporting China's advanced chip development.
Wall Street Journal
US regulators will investigate units of Samsung, Qualcomm and TSMC over certain semiconductor devices and integrated circuits and mobile devices using those components, the U.S. International Trade Commission said on Friday.
Reuters
ASML told its employees in the US to refrain from servicing customers in China following new regulations from the Biden administration, according to an internal email sent to staff.
Bloomberg
US chip toolmaker KLA will cease offering some supplies and services from Wednesday to China-based customers including South Korea's SK Hynix in compliance with recent US regulations, a source familiar with the situation said on Tuesday.
Reuters
Shares in major Asian computer chipmakers have slumped after the US announced tough new measures to restrict sales of technology to China. The US said it will ban American firms from selling certain chips used for supercomputers and artificial intelligence to Chinese firms.
BBC News
Taiwan Semiconductor Manufacturing Co. reported higher-than-expected quarterly revenue, signaling the chip giant is benefiting from market share gains to weather an industry slowdown.
Bloomberg
The US Department of Commerce (DoC) added limits on exports of chips and related production tools to China, citing national security concerns. Following the announcement, US Senate Majority Leader Chuck Schumer noted he is pressing for further restrictions.
EE Times
The US Department of Defense (DoD) is Intel Foundry Services' (IFS's) "No. 1" customer, IFS president Randhir Thakur told EE Times, noting that IFS plans to be part of the DoD state-of-the-art heterogeneous integrated packaging (SHIP) program. That program will necessitate deep knowledge of gate-all-around (GAA) technology facilitating high-transistor-density 3D chips.
EE Times
Mario Draghi's outgoing government and Intel have picked the town of Vigasio in the northeastern Veneto region as their preferred site for a new multibillion-euro chip factory in Italy, two people familiar with the matter said.
Reuters
Top US lawmakers are urging the Biden administration to put Chinese semiconductor company Yangtze Memory Technologies on a blacklist for allegedly violating export controls by supplying Huawei.
The Financial Times
Nvidia reportedly refused to reveal basic pre-launch information about its PC graphics card to partners like EVGA, making it diffcult for them to prepare.
PC Magazine
Intel first debuted the Pentium brand name almost 30 years ago, and the Celeron range of CPUs about 25 years ago. Since the rise of the Core series in 2006, they've both been assigned to low-cost budget CPUs, often featured on budget laptops and desktops. As of 2023, they're both disappearing: Intel's low-end laptop offerings will simply be labeled "Intel Processor" with a new iteration of the Intel Inside logo.
PC World
A 6.8 magnitude earthquake hit the sparsely populated southeastern part of Taiwan on Sunday, the island's weather bureau said, derailing train carriages, causing a convenience store to collapse and trapping hundreds on mountain roads.
Reuters
Tighter restrictions on US semiconductor and equipment sales are set to test China's artificial intelligence superpowers as Washington removes a key plank of next-generation technological development.
Bloomberg
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