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INSANE: 4 | Vintage Vibes

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.

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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.

Tom’s Hardware

Russia prepares 128-core server platform for supercomputers: Report

Russia reportedly preps a supercomputer platform based on a 128-core server platform but it is unclear where the processors will be made.

Tom’s Hardware

Huawei builds major tool R&D center in Shanghai to develop lithography and fab equipment, report says

Huawei invests billions in wafer fab equipment research and development to make leading-edge chips.

Tom’s Hardware

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The US wants ASML to stop servicing its advanced chipmaking tools in China: Report

The U.S. government plans to ask the Dutch government to force ASML to stop servicing its advanced lithography systems in China.

Tom’s Hardware

China aims to break chokehold of US chipmaking sanctions — Naura Technology to develop lithography tools for the first time

China-based Naura Technology begins research and development program for lithography tools. This is

Tom’s Hardware

China's president says it doesn't need ASML — tells Dutch PM it will continue with advanced technological progress regardless

China's President Xi Jinping still wants the Netherlands to stop following American export restrictions, but he also said that continuing to do so would not stop the nation's progress.

Tom’s Hardware

SMIC Allegedly Violated US Export Curbs For Huawei Chip

US accuses SMIC of breaching export restrictions to supply chip to Huawei, escalating tensions between US and China.

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Chinese foundry SMIC is bruised but not broken by U.S. sanctions — revenue still much higher than in 2021 and 5nm node on track

Although SMIC had a rough 2023, the long term may actually be positive for the foundry according to a report.

Tom’s Hardware

Applied Materials receives multiple subpoenas from U.S government agencies over shipments to China

Leading U.S. wafer fab equipment maker under investigation for supplying fab tools to Chinese chipmakers.

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China chipmaker SMIC on track to produce sanctions-busting 5nm processors for Huawei this year: Report

SMIC to produce 5nm AI and smartphone system-on-chips for Huawei's HiSilicon this year, claims Financial Times.

Tom’s Hardware

Huawei's MatePad Pro hides an unknown Kirin 9000W

Huawei MatePad 13.2-inch tablet uses unknown HiSilicon Kirin 9000W processor.

Tom’s Hardware

Huawei's 5nm Kirin 9006C laptop chip was reportedly produced by TSMC in 2020, dispelling production rumors at Chinese fab SMIC

Teardown reveals that SMIC did not produce Huawei's 5nm Kirin 9006C laptop processor, it was TSMC in 2020.

Tom’s Hardware

Chinese province sets up $1.5 billion chip fund to boost local semiconductor industry

Guangdong province in China sets up $1.5 billion fund to finance local semiconductor industry.

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US officials doubt China's SMIC foundry can produce enough 7nm chips to satisfy Huawei's demand

U.S. officials say that while SMIC can make 7nm chips, their performance is lower than those of rivals, and their volumes may be lower than Huawei needs.

Tom’s Hardware

China poised to break 5nm barrier — Huawei lists 5nm processor presumably built with SMIC tech, defying U.S. sanctions

Chinese foundry SMIC may have broken the 5nm process barrier, as evidenced by a new Huawei laptop listed with an advanced chip with 5nm manufacturing tech — a feat previously thought impossible due to U.S sanctions.

AnandTech

TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10

The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce. The Top 10 foundries collectively saw their revenue soar to about $28.29 billion, marking a 7.9% increase compared to the previous quarter. Taiwan Semiconductor Manufacturing Co. (TSMC) maintained its No. 1…

Tom’s Hardware

New chip crunch looming? Booming demand from Chinese chipmakers causing shortage of critical photomask element

Rising demand from Chinese chip designers is fueling a global shortage of photomasks, a critical component to chipmaking.

Tom’s Hardware

U.S. Opens Criminal Investigation Into Applied Materials Shipments to China Chipmaker

Applied Materials is under U.S. criminal investigation for supplying advanced fab tools to China-based SMIC, according to report.

Tom’s Hardware

China's Premiere Chipmaker Accelerates to 7nm CPU Design Despite US Sanctions

Loongson's upcoming 3A7000 CPU is apparently 20% to 30% faster than it would have been without the 7nm node.

Tom’s Hardware

China's SMIC Foundry Fumbles, 80% Decline In Profit

SMIC's profit in Q3 of this year was just 20% of what it was in Q3 of 2022.

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