Donald Trump has ordered a new 15% tariff on imported polysilicon effective December 4 to support US chip and solar supply chains against Chinese competition, prompting criticism from Beijing.
China's recent advancements in AI, chip manufacturing, and robotics are causing significant disruptions in US financial markets and creating divisions among US tech leaders and within the Trump administration regarding how to respond to the competitive threat, leading to actions like the FCC banning Chinese humanoid robots.
China has reportedly activated a functional prototype of an indigenous EUV lithography system in Shenzhen, a significant development in the global chip war. This breakthrough challenges Western assumptions about China's access to advanced semiconductor manufacturing technology.
Elon Musk virtually addressed employees of ASML, Europe's most valuable company, emphasizing the critical role of chip manufacturing for SpaceX and Tesla. He highlighted ASML's unique position as the sole provider of advanced chipmaking machines needed for Musk's massive Texas fabrication plant, Terafab.
The European Commission proposed new rules to boost homegrown chips, AI, and cloud services, aiming to reduce reliance on US and Chinese tech. A Cloud and AI Development Act (CADA) will set sovereignty levels for cloud computing and address risks from third-country providers.
Huawei announced a breakthrough in semiconductor manufacturing, claiming it can produce 1.4nm chips, matching competitors like TSMC and Samsung. This development could significantly impact the company amid ongoing US trade sanctions.
TSMC backs renewables during record demand for energy-hungry chip manufacturing.
