US Representative Amodei proposes banning chip sales to China to prevent its development of AI for military and surveillance use, citing concerns over distillation techniques bypassing hardware limitations.
Analysts caution that China's reported production of home-grown immersion DUV lithography machines, though a concern, does not immediately threaten ASML's dominance due to the complexity of achieving commercial viability.
India has approved a $13.2 billion semiconductor program, Semicon 2.0, building on a previous $9 billion mission to develop a full chip ecosystem. The nation aims to become a major manufacturing hub by 2030, despite facing significant challenges in large-scale fabrication.
TSMC, the world's largest contract chipmaker, reported record quarterly profits and raised its revenue outlook, driven by robust demand for AI chips. The Taiwan-based company also announced an additional $100 billion investment to expand its advanced chip manufacturing capacity in the US.
German startup QuantumDiamonds has received €76 million in non-dilutive funding and €15 million in equity to develop semiconductor testing equipment. Leveraging quantum technology and synthetic diamonds, the company offers rapid defect detection, potentially saving chip manufacturers millions.
Apple is expanding its partnership with Broadcom in a multi-year deal exceeding $30 billion, focusing on U.S.-made custom silicon for connectivity components. The agreement includes a $1.5 billion expansion of Broadcom's Colorado facility and marks Apple's largest U.S. manufacturing commitment.
Shanghai Biren Technology, a Chinese AI chipmaker, is raising HK$7 billion (US$892.5 million) to increase GPU production. This move aims to meet surging demand from cloud, data center, and enterprise clients and compete with Nvidia in China's booming AI market.
The US Commerce Secretary has warned ASML that one of its advanced EUV chipmaking machines may have been shipped to China, a move that would violate export controls. ASML denies any such shipment, stating they track all machines and have internal firewalls to prevent China-based staff from accessing EUV technology.
The price of high-purity tungsten hexafluoride has surged over 200% year-on-year to over 1,700 yuan ($251) per kg due to supply bottlenecks and rising demand from the semiconductor industry. Japanese producers Showa Denko Kanto and Central Glass plan production suspensions in July, potentially disrupting supply to major chipmakers like Samsung Electronics.
Empyrean Technology, a Chinese EDA provider, has backed a new chipmaking method using "true-3D" stacking, compatible with Huawei's LogicFolding architecture. This approach, presented as an alternative to Moore's Law, aims to bypass US sanctions on advanced lithography equipment by compressing signal travel time instead of shrinking transistors.
South Korea's Kospi index has become the world's 6th largest stock market, surpassing India, driven by AI chip demand. SK Hynix and Samsung Electronics' valuations have soared, but concerns about market concentration and potential AI bubble persist.
South Korea will shorten import procedures for EUV equipment used in semiconductor manufacturing from 34 days to about nine days to boost the competitiveness of its chip industry.
Huawei introduces Tau Scaling Law, prioritizing system speed over transistor size to circumvent US tech restrictions, potentially redefining China's tech advancement strategy.
Huawei presents Tau Scaling Law, a new framework for chip development, focusing on reducing delays across devices and systems as Moore's Law weakens and US sanctions restrict access to advanced chipmaking tools.
Dutch Minister Sjoerdsma, previously sanctioned by China, will lead a business delegation to China in July, navigating tensions over US export curbs on chipmaking tools and the Nexperia ownership issue.
Chinese property developers are diversifying into semiconductor production to revive their businesses. This strategy has led to a surge in their stock prices, attracting retail investors, though concerns about market speculation and company fundamentals remain.
Workers at the world's largest manufacturer threaten strike as global memory shortage intensifies.
Amec, a leading Chinese semiconductor equipment maker founded in 2004, can produce advanced chipmaking tools, according to its chairman. The company has developed domestic alternatives for 17 categories of manufacturing equipment and gained significant global market share in its MOCVD business.
Advanced Micro-Fabrication Equipment (AMEC) chairman Gerald Yin Zhiyao stated that the company's plasma-etching technology is now an industry standard, adopted by international rivals and used by Taiwan Semiconductor Manufacturing Company. This development highlights China's push for semiconductor self-reliance amid US restrictions.
The recent rally has shown a broadening of the AI trade beyond chipmaking giant Nvidia.
Chip stocks dropped due to investor risk-off mode following a hotter-than-expected consumer inflation measure, after a recent rally broadened the AI trade beyond Nvidia.
Chipmaking giant Nvidia’s deepening partnership with US fibre optics maker Corning to replace copper links in next-generation rack-scale artificial intelligence systems is shining a spotlight on mainland China’s optical communications supply chain. The domestic optical value chain is also doubling down on AI scenarios, emerging as the global bedrock for the high-capacity components required to power AI infrastructure. “The global optical fibre and cable market had entered a period of both rising...
The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips.A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading...
Huawei Technologies’ newest Ascend 950PR and 950DT chips enjoyed “day zero” adaptation to DeepSeek’s latest V4 model, the Shenzhen-based tech giant said in a livestream on Friday, just hours after the model’s release. The hardware-software collaboration between the two Chinese firms underscores the progress China has made in tech self-reliance, a top national priority for Beijing amid US efforts to block its access to advanced semiconductor chips and chipmaking equipment. During the livestream...
