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HISTORICAL FACTS: 2 | History Defined

Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making two million AI processors despite US restrictions

Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.

Tom’s Hardware

Taiwan adds China’s Huawei and SMIC to export control list

Taiwan’s Commerce Ministry has added Chinese chipmakers Huawei Technologies and Semiconductor Manufacturing International Corp to its export control list, as trade and technology frictions between the self-ruled island, China and the United States increase

The Independent UK

China's premier chipmaker SMIC faces chip yield woes as equipment maintenance and validation efforts stall

SMIC has begun to feel the effects of U.S. export controls on chipmaking tools, as disruptions from issues with maintenance and equipment installation led to yield losses and output shortfalls that will reduce its Q2 revenue by up to 6%.

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Lenovo's in-house Arm chip could rival Qualcomm and MediaTek, spotted in Yoga Pad Pro 2-in-1 convertible

Lenovo is reportedly working on a custom in-house SoC for its Yoga Pad Pro family, rumored to be built on TSMC's 5nm process.

Tom’s Hardware

Russia's Baikal has produced 85,000 of its CPUs since 2012, aims for more

Russia's Baikal Electronics has produced and sold 85,000 processors since its founding, but due to post-2022 sanctions and blocked shipments from Taiwan, it now aims to restart production with new chips like Baikal-L and Baikal-S2 at SMIC.

Tom’s Hardware

Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power

Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Tom’s Hardware

Intel CEO Lip-Bu Tan has invested in 600 Chinese firms, some linked to the Chinese military

Intel's CEO, Lip-Bu Tan, has invested hundreds of millions of dollars in Chinese companies linked to the military and surveillance sectors, raising national security questions amid Intel's ties with the U.S. defense industry.

Tom’s Hardware

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Taiwanese authorities accuse SMIC and allies of poaching engineers

SMIC is reportedly trying to poach engineers to get Taiwanese semiconductor know how.

Tom’s Hardware

Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies

According to CSIS, Huawei has millions of AI chips from SMIC despite yield problems.

Tom’s Hardware

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

Fortune

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

Tom’s Hardware

Tesla Opens Shanghai Megapack Factory

Also in today’s rundown: Cities in Guangdong buy idle land, China releases new rules on use of surveillance cameras, chipmaker SMIC books strong revenue on Beijing’s consumer stimulus measures

Caixin Global

DeepSeek research suggests Huawei's Ascend 910C delivers 60% of Nvidia H100 inference performance

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.

Tom’s Hardware

OpenAI ex–board member Helen Toner says revoking ban on Nvidia AI chip exports would be a ‘huge victory’ for China

Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek’s AI success would hand China a major win, says Toner.

Fortune

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Tom’s Hardware

China's second-largest foundry hires former Intel executive to lead advanced node development

Hua Hong, China's second-largest contract chipmaker, hires Intel veteran as it focuses on advanced logic production.

Fortune

Biden just gave Trump a powerful weapon to use against EU tech regulation

Some EU countries will have to negotiate with Trump if they want large amounts of cutting-edge AI chips.

Tom’s Hardware

ASML CEO says China is 10 to 15 years behind in chipmaking capabilities

Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S.

Tom’s Hardware

Huawei sticks to 7nm for latest processor as China's chip advancements stall

Huawei reportedly decided not to use its 5nm and 6nm process technologies for its latest smartphone processor.

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Tom’s Hardware

Russian Ex-ASML employee indicted for stealing critical trade secrets — currently in custody, faces 20-year Netherlands entry ban

A Russian engineer at ASML has been accused of stealing trade secrets at the company and now faces litigation and an entry-ban.

Tom’s Hardware

US lawmakers fire back at government's chip sanctions against China, alleging glaring loopholes that let China access the latest technology

The primary weakness of the new export rules lies in their reliance on a fab-specific approach instead of an entity-wide strategy, asserts John Moolenaar, the chairman of House Select Committee on the CCP.

Tom’s Hardware

U.S. ratchets up sanctions to curtail China's AI and military tech — no more HBM memory for China

U.S. sanctions designed to restrict China's ability to import technologies to advance of its AI and military capabilities have been strengthened for the third time.

Tom’s Hardware

Huawei's homegrown AI chip examined — Chinese fab SMIC-produced Ascend 910B is massively different from the TSMC-produced Ascend 910

Huawei's Ascend 910B is massively bigger than the original Ascend 910 but has fewer cores.

Tom’s Hardware

US to reportedly sanction 200 more Chinese chip firms — high bandwidth memory might also see export bans

The latest round of US sanctions imposes tighter control over the export of US technology to 200 more chip makers in China.

Tom’s Hardware

China's chipmaking champion soars amid country's push for self-reliance — SMIC's stock jumps 120% as semiconductor trade war intensifies

SMIC's stock price have doubled over the past two month over the expectation of increasing local demand.

Tom’s Hardware

US sanctions freeze Huawei's Ascend AI chips on older 7nm process node that's eight years behind TSMC, stalling progress until at least 2026

US-led export restrictions are taking a toll on Huawei's AI Ascend and Kirin chips - now stuck at 7nm until 2026.

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