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NEWS TAGGED CHIP WAR
Thursday 15 December 2022
Orders for Taiwan equipment soar from China
The ongoing and escalating trade tensions between the US and China, and China's push for IC self-sufficiency, have made Taiwan-based semiconductor equipment makers among the largest...
Thursday 15 December 2022
China chipmakers likely to initiate price cuts in 2023
China's government reportedly plans to provide handsome subsidies to local chipmakers, which will allow them to cut their chip prices in 2023 to win more orders at the expense of...
Friday 9 December 2022
ASML undaunted by Dutch export controls?
The Dutch government has succumbed to Washington's pressures, despite earlier comments from Dutch Foreign Trade Minister Liesje Schreinemacher that the Netherlands would not "copy...
Tuesday 6 December 2022
Topco chair weighs in on US-China chip war
In a continuation of an exclusive interview with DIGITIMES, Topco Scientific (TSC) co-founder and...
Thursday 1 December 2022
Chip war: who are the winners? A conversation with Dr. Yongwook Ryu
As the United States engages in a chip war against China, technology has never been more intertwined with geopolitical power dynamics. The fact that Taiwan Semiconductor Manufacturing...
Wednesday 30 November 2022
Blacklisted Chinese DRAM maker reportedly producing for Huawei
According to Nikkei Asia, Chinese DRAM maker Fujian Jinhua Integrated Circuit Co. (JHICC) is being retrofitted to supply logic chips to Huawei, citing arrivals of Huawei...
Tuesday 29 November 2022
Nvidia gearing up for lower-spec AI GPU shipments to China
Nvidia has touted the A800 AI GPU, a downgraded version of its A100 and H100 series, for customers in China and has already attracted orders, according to industry sources.
Friday 11 November 2022
SMIC expects over 10% revenue drop in 4Q22
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) expects to post a revenue decline of 13-15% sequentially in the fourth quarter of 2022, with gross margin...
Friday 4 November 2022
As the US seeks to close in on China's chip industry, a German question is on the horizon
As US accelerates efforts to curb China's semiconductor industry, key countries in the global semiconductor value chain are expecting pressures from Washington to follow suit.
Friday 4 November 2022
US seeks to pressure allies' chip gear makers to join export control
Bloomberg quoted sources from people attending a meeting of US semiconductor equipment manufacturer representatives with US Secretary of Commerce Gina Raimondo said that...
Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...
Tuesday 1 November 2022
BIS FAQ reflects enforcement complexity on chip ban
Three weeks after announcing the advanced computing and semiconductor manufacturing equipment rule, the Bureau of Industry and Security (BIS) of US Department of Commerce's first...
Monday 31 October 2022
For chip firms, China contingency plans should be discussed sooner rather than later
The new US export restrictions on semiconductor technology put the companies of Chip 4 partner countries in a difficult place. With a big sunk cost in a market with a 1.4 billion...
Wednesday 26 October 2022
SK Hynix announces capex cuts by 50%, and selling China fabs could be option in contingency plan
In the third quarter earnings result conference, SK Hynix Chief Marketing Officer Kevin Noh said the company is cutting its 2023 capital expenditure by more than 50% year-on-year...