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Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.
Thursday 2 November 2023
AI chip vendors expect little impact from fresh US chip ban on China
The market believes escalating restrictions imposed by the US on AI chip shipments to China will detrimentally affect US chip vendors Advanced Micro Devices (AMD), Intel, and Nvidia;...
Tuesday 24 October 2023
China homegrown AI chip development proceeding despite US ban
The Chinese chipmaking industry continues to make strides in the domestic development of artificial intelligence (AI) processors despite stricter US bans. Prominent Chinese corporations...
Monday 23 October 2023
Could new US ban sever underground resale trade for DUV machines in China?
In its latest semiconductor-related trade curbs against China, the US government didn't impose specific sanctions associated with 7nm mobile SoC manufactured by SMIC for Huawei and...
Monday 23 October 2023
How China's media interpret the ban on Nvidia's RTX 4090
Following the updated US semiconductor export ban issued on October 17, rumors of the Nvidia flagship consumer graphics card RTX 4090 being banned in China led to a sudden threefold...
Monday 23 October 2023
US chip ban on China believed to see diminishing marginal effects
The tightened chip trade ban newly imposed by the US has cast a substantial shadow over major Chinese AI chip makers, potentially blocking their access to advanced chip manufacturing...
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Tuesday 17 October 2023
Suppliers plan ahead amid potential US ban on more AI chips
The US reportedly may impose stricter restrictions on Chinese chipmakers and Nvidia's downgraded AI H800 processors. In light of this, Taiwanese testing companies and probe card providers...
Tuesday 17 October 2023
US said to tighten ban against Chinese chipmakers
The US Department of Commerce reportedly is preparing to extend its semiconductor sanctions against China to more Chinese IC design houses.
Wednesday 4 October 2023
Dalio likens US chip curbs on China to 1940s oil ban on Japan
Washington's restrictions on advanced semiconductor exports to China are similar to the petroleum ban it imposed against Japan prior to the outbreak of war in 1941, according to Ray...
Wednesday 4 October 2023
NTT Docomo ventures into the O-RAN market amidst "Huawei Ban" concerns
As global concerns regarding economic and cybersecurity grow, a trend of excluding Chinese wireless communication equipment, notably Huawei, has gained traction. In response, Open...
Wednesday 4 October 2023
Topco, UIS deny breaking US sanctions against Huawei
Two Taiwanese companies have dismissed allegations made in a recent media report that they had helped Huawei construct wafer fabs in China.
Thursday 21 September 2023
German ministry wants to ban key Huawei parts from network
Germany's Interior Ministry wants to ban critical components from Huawei Technologies Co. and ZTE Corp. from its 5G mobile network, according to a person familiar with the discussi...
Wednesday 20 September 2023
Server cooling solution demand from China CSPs rising; TaiSol to benefit
Because of the US chip ban and the shortage of Nvidia's GPUs, many China-based cloud service providers (CSPs) have turned to domestically produced chips with higher energy consumption...
Friday 15 September 2023
China denies claims of iPhone ban, but leaves vague hints
The Chinese government and state-owned enterprise employees have long been "discouraged" from using foreign brand smartphones, including Apple's iPhone, during official hours. Recent...