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UNCOVERED: 5 - The Untold Story

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…

AnandTech

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

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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.

Tom’s Hardware

US Republicans demand full sanctions, charges against China’s Huawei, SMIC

GOP lawmakers call for tougher measures after release of Huawei smartphone raises doubts about US export controls.

Al Jazeera

There’s a ‘tech war’ brewing between the U.S. and China that will split the world into 2 camps, Palantir senior policy advisor warns

“AI is the single most consequential, breakthrough, paradigm-shifting technology in military affairs in 80 years,” he warned.

Fortune

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China dodges western 5G chip embargo with new Huawei Mate 60 phone

Mate 60 Pro mobile phone is said to use chip made in China that was thought impossible without access to restricted western technology

The Guardian - AU

Chinese Chip Sector Is Five Generations Behind the World: The Gap Will Expand

U.S. sanctions against the Chinese semiconductor sector set it back by at least a decade, says founder of Chinese wafer fab equipment maker.

Tom’s Hardware

China's Subsidies Expand Legacy Chip Production, Stoking US and EU Fears

It is more important to have competitive mature nodes than rush to sub-10nm technologies, Chinese chip specialists believe.

Tom’s Hardware

Huawei's Breakthrough 7nm Chips Projected at 50% Yield: Report

Huawei may overcome U.S. curbs with Chinese technologies.

Tom’s Hardware

Huawei to Use China Fab's 7nm Node to Overcome U.S. Sanctions: Report

Huawei may overcome U.S. curbs with Chinese technologies.

Tom’s Hardware

Update: ASML Denies Report it Was Working on China-Specific Lithography Tools

ASML was reportedly considering releasing a cut-down version of its Twinscan NXT:1980Di, for China. However, the company denies earlier reports to this effect.

Tom’s Hardware

US Considers AI Chip Export Restrictions To China Amid Tech Race

Proposed ban on AI chip exports could devastate chipmakers and spur China to strengthen its semiconductor industry

Zenger

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Tom’s Hardware

SMIC Removes Mentions of 14nm Node: US Sanctions at Work?

SMIC may lose ability to offer FinFET services due to U.S. export restrictions.

Fortune

China's chip companies face cooling demand and U.S. sanctions at the same time

China’s semiconductor companies are reportedly delaying production, pausing operations, and laying off workers.

Foreign Policy

Xi’s Grand Industrial Ambitions Are Likely to Flop

A legacy of mistrust hampers the Chinese leader’s decision-making.

Al Jazeera

China’s great leap forward in chips faces US pushback

Beijing’s efforts to secure dominance over critical chips are facing growing resistance from Washington.

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Al Jazeera

Why China is not sanctioning Taiwan’s key chip industry

Beijing relies on self-ruled island’s semiconductors to keep its economy on track.

Evening Standard

Boss of world’s biggest microchip maker SMIC says smartphone demand dropping ‘like a rock’

The world’s biggest microchip maker has said demand for mobile phones and computers has dropped “like a rock” as war in Ukraine and Covid lockdowns in China take their toll on consumer demand for electronics.

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