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YOU WONT BELIEVE: 3 | Mind Blowing Facts

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.

Tom’s Hardware

US Congressman accuses SMIC of making 7nm chips for China, violating U.S. sanctions

Michael McCaul accuses SMIC of evading U.S. sanctions, helping Huawei, calls for investigation and more stringent export controls.

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Huawei trying to poach TSMC employees with 3X salary

Huawei is attempting to poach TSMC employees by offering up to three times the going rate.

Tom’s Hardware

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

PC Gamer

Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers. Workarounds including proxies and imports via other countries haven't stopped China from procuring large quantities of modern equipment.

Tom’s Hardware

Taiwan National Science Council believes China is 10 years behind TSMC

Although some believe SMIC is just a few years behind TSMC, Taiwan officials think differently.

Tom’s Hardware

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China's 3D NAND leader YMTC gradually switching to homegrown chipmaking tools

While China-based YMTC increases share of domestic tools, it still cannot reject equipment made in Europe and the U.S.

Tom’s Hardware

China's SMEE files patent for an EUV chipmaking tool — tool aims to break the shackles of ASML export restrictions

Shanghai Microelectronics Equipment patents key components of an EUV lithography tool.

Tom’s Hardware

Taiwan accuses Chinese chip manufacturing tool companies of poaching engineers from Taiwanese companies

Taiwanese intelligence says that Naura Technology and others illegally poach engineers from Taiwanese high-tech firms to boost the Chinese semiconductor industry.

Tom’s Hardware

Blacklisted Huawei posts record profits despite U.S. sanctions — Chinese tech giant raked in $7.7B in net profit in 1H 2024

Huawei seems to be adapting to U.S.-imposed sanctions as it posts record profits.

Tom’s Hardware

Dutch government to ban ASML from servicing installed wafer tools in China

ASML's advanced DUV tools installed at Chinese fabs may become inoperable next year if the Dutch government bans their service by ASML.

Tom’s Hardware

China's Top Chipmaker Reports Q2 Plunge In Profits

Leading Chinese chipmaker SMIC announced Thursday a sharp year-on-year drop in profits during the second quarter, as a domestic price war and technological rivalry between Beijing and Washington show no signs of abating.

International Business Times

The U.S. has sanctioned 18 Chinese fabs, dozens remain in white zone

The U.S. government approves shipments of wafer fab equipment to many Chinese fabs, other are banned. Question is, can those tools be installed in banned fabs?

Tom’s Hardware

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Tom’s Hardware

$335 billion in exceptions granted for sanctioned Chinese companies in the last five years — U.S. gov't revoked eight export licenses for Huawei this year

Biden administration reportedly tightening high-tech shipments to Huawei.

Tom’s Hardware

Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Report

Huawei is encountering significant difficulties in expanding the production of its Ascend 910B AI processors due to insufficient yields at Semiconductor Manufacturing International Co. (SMIC), reports Chosun.biz, a Korean business daily.

Tom’s Hardware

China's chip exports are booming but may be nearing overcapacity, stoking fears of chip glut — SMIC revenues rise as profits fall

China's semiconductor imports and exports have both grown in the first half of 2024, but growth falls behind competing nations and points to long-term problems.

Top News

China Establishes .5 Billion Semiconductor Fund To Boost Tech Dominance

China's .5 billion semiconductor fund aims to boost tech leadership amidst US tensions, reflecting determination for self-reliance and global tech domin...

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Huawei patent reveals 3nm-class process technology plans — China continues to move forward despite US sanctions

Huawei's self-aligned quadruple patterning patent covers both 3nm and 5nm process technologies, which would allow SMIC and China to create more advanced chips despite the ongoing U.S. sanctions.

Fortune

China is 'doubling down' on local chip development with a new $47.5 billion fund

High-profile successes and U.S. chip controls could be motivating Beijing to invest even more money in its semiconductor sector.

Tom’s Hardware

US sanctions against China boost UMC's production — Taiwanese fab sees growth, but so does China

Taiwanese fab UMC has begun taking new orders from Texas Instruments, Realtek, and MediaTek. Recent US sanctions shift the global supply chain away from China, but Chinese indigenous demand keeps China in the lead.

Tom’s Hardware

U.S. continues to investigate Applied Materials for doing business with Chinese entities — company receives another subpoena, one of many over the past couple of years

The U.S. government sends more subpoenas to investigate Applied Material's business with Chinese entities.

Tom’s Hardware

Blacklisted China chipmaker SMIC becomes the world's second-largest pure-play foundry by revenue — outsells GlobalFoundries and others

SMIC becomes the world's second-largest pure-play foundry as it eclipses GlobalFoundries and UMC, but this is only true if you exclude Intel and Samsung.

Tom’s Hardware

ASML claims US ban on servicing China chipmaking tools will not hurt the company

The Dutch government may ban ASML from servicing high-end wafer fab tools in China, but the outgoing ASML CEO says this will not be a major problem for earnings.

Tom’s Hardware

Huawei launches another 7nm processor built by sanctioned Chinese fab SMIC — Kirin 9010 builds on previous design

Despite efforts of U.S. government, HiSilicon continues to develop high-end SoCs and SMIC continues to make them.

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