Latest in Here’s China’s Chip
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Here’s How China’s Chip Industry Plans to Deal With Trump’s Term
Anticipating further combative interactions over trade, the Chinese semiconductor industry is make new friends and boosting hiring.Business - Inc. - 3 days ago -
China struggles to break US chip design ‘chokehold’
Beijing pushes for bigger share of crucial electronic design automation marketWorld - Financial Times - October 24 -
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...Business - MarketWatch - October 16 -
TSMC says it alerted US to potential violation of China AI chip controls
Chipmaker reported having received order for processor resembling that of Chinese company HuaweiBusiness - Financial Times - October 22 -
China Tightens Its Hold on Minerals Needed to Make Computer Chips
Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access.Business - The New York Times - October 28 -
China arrests South Korean chip engineer on espionage charges
Move escalates battle over intellectual property theft between Beijing and Seoul in critical semiconductor sectorBusiness - Financial Times - October 29 -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - November 4 -
House Committee Targets Chip Technology Firms for China Ties
It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.Business - The New York Times - 6 days ago -
TSMC to close door on producing advanced AI chips for China from Monday
World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processorsWorld - Financial Times - 6 days ago -
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.Business - CNBC - October 17 -
China Security Group Urges Review of Intel's Chips as Tech Tension With U.S. Rises
The Chinese industry group said that Intel’s products have shown security vulnerabilities and high failure rates.Business - The Wall Street Journal - October 16 -
TSMC Chips Ended Up in Devices Made by China’s Huawei Despite U.S. Controls
The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.Business - The New York Times - October 29 -
House panel questions chip manufacturing equipment makers over any ties to China
The top lawmakers on the House China select committee pressed various semiconductor equipment makers on their business sales with China amid growing concerns about the nation’s competitive ...Politics - The Hill - 6 days ago -
Trump accuses Taiwan of stealing U.S. chip industry. Here's what the election could bring
Trump said tariffs should be put on Taiwan's chips during an appearance on "The Joe Rogan Experience" podcast.Business - CNBC - October 28 -
Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - Yesterday -
Here’s why China has been testing its autonomous car technology in the U.S. for years
Didi, WeRise, Pony.ai, Baidu and AutoX drove over 1.6 million test miles on California’s roads between 2017 and 2023.Business - CNBC - October 23 -
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feastBusiness - Financial Times - October 16 -
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Samsung Sees Progress in Memory Chips for AI After Delays
The South Korean tech giant reported better-than-expected net profit but earnings in its core semiconductor business shrank sharply.Tech - The Wall Street Journal - October 31 -
TSMC Pauses Chip Shipments to Chinese Customers
The Taiwanese chip giant will halt shipments to Chinese companies after some of its most advanced chips ended up with Huawei.Business - The New York Times - 4 days ago -
Inside the murky new AI chip economy
The growth of loans secured by Nvidia’s GPUs is a note for cautionWorld - Financial Times - 4 days ago -
Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...Business - The Wall Street Journal - October 16 -
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slumpBusiness - Financial Times - October 17 -
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.Business - The Wall Street Journal - October 17 -
Nikon seeks to diversify beyond cameras and chips amid geopolitical tensions
Japanese company’s chipmaking equipment has escaped US export restrictions to China but situation is volatile, says chiefWorld - Financial Times - October 20 -
Arm cancels Qualcomm’s chip design licence amid legal dispute
The SoftBank-backed company is battling the US semiconductor maker over royalty paymentsBusiness - Financial Times - October 23 -
Musk’s $1mn-a-day voter giveaway could violate US law, DoJ warns
Billionaire Trump backer has targeted swing states with contest ahead of presidential electionBusiness - Financial Times - October 24 -
SK Hynix Profit Momentum Continues on AI-Chip Demand
SK Hynix posted record earnings in the third quarter as it continued to ride strong demand for powerful computing chips to support artificial-intelligence applications.Tech - The Wall Street Journal - October 23 -
How Intel Got Left Behind in the A.I. Chip Boom
Intel was for decades Silicon Valley’s dominant chip company. But missed opportunities and poor execution left it on the sidelines in tech’s latest gold rush.Business - The New York Times - October 24 -
Dressed roast squash and chicken and chips: Yotam Ottolenghi’s recipes for autumn comfort
A sweet-sour roast vegetable side with just a touch of heat, and an intense Libyan condiment that dials up a traybake chicken. ’Tis the season for the traybake, for the vegetables that are the ...World - The Guardian - October 26 -
Apple announces new iMac with M4 chip, starts at $1,299
Apple on Monday announced an updated iMac with the company's latest M4 chip.Business - CNBC - October 28 -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - October 30 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - October 30 -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - October 31 -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - November 1 -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - November 1
