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Qualcomm incoming Chief Executive Officer Cristiano Amon said US sanctions against China's Huawei Technologies may help alleviate a global shortfall in semiconductor supply. If Huawei's in-house chip unit HiSilicon can't get its designs manufactured, the company may order more chips from other providers. These limitations will also free up capacity at TSMC, Amon said in a webcast with Goldman Sachs analyst Rod Hall.
Bloomberg
President Joe Biden's top economic adviser, Brian Deese, has sought the Taiwanese government's help resolving a global semiconductor shortage that's idling US car manufacturing plants, according to a letter reviewed by Bloomberg News.
Bloomberg
The European Union is considering building an advanced semiconductor factory in Europe in an attempt to avoid relying on the US and Asia for technology at the heart of some of its major industries.
Bloomberg
Samsung Electronics' plans to build semiconductor foundry plants in the US could yield $8.9 billion in the local economy, according to analysis by Impact DataSource, quoted in Samsung Electronics' letter of intent to the Texas authorities.
The Korea Herald
A semiconductor industry group on Monday called for a review of the Trump administration's export control policy, and urged the incoming U.S. Commerce Secretary to work with allies when curbing sales of U.S. technology to China for national security.
Reuters
Germany has asked Taiwan to persuade Taiwanese manufacturers to help ease a shortage of semiconductor chips in the auto sector which is hampering its fledgling economic recovery from the COVID-19 pandemic.
Reuters
ASML CEO Peter Wennink expects further antagonism between the United States and China over semiconductor technology, even as a new administration is set to take over in Washington, he told the Reuters Next conference on Thursday.
Reuters
A targeted approach with American allies such as Taiwan and South Korea, both leading semiconductor manufacturers, with the narrower aim of keeping the most advanced technology out of China's hands may be preferred by the new administration.
Wall Street Journal
City officials in Phoenix, Arizona on Wednesday unanimously voted to authorize a development agreement with chipmaker Taiwan Semiconductor Manufacturing Co that would provide $205 million in city funds for infrastructure such as roads and water improvements for a planned $12 billion semiconductor factory in the city.
Reuters
Nation's leadership pours money into grooming semiconductor talent and building new facilities, citing need for self-sufficiency
Wall Street Journal
China's Semiconductor Manufacturing International Corp (SMIC) is facing some delays in getting U.S.-made equipment, parts and materials, the Global Times newspaper reported on Thursday, after Washington imposed export restrictions against the firm.
Reuters
The Chinese semiconductor industry will maintain 'sound and continuous' growth and achieve partial self-reliance over time, according to KPMG
South China Morning Post
Advanced Micro Devices on Tuesday forecast fourth-quarter revenue above Wall Street expectations, just as the semiconductor designer announced a $35 billion deal to buy chipmaker Xilinx.
Reuters
Vietnam's leader has asked Lee Jae-yong, the de facto leader of South Korea's top conglomerate Samsung Electronics, to make an investment in building a semiconductor plant in the country, according to news reports by Vietnamese media on Wednesday.
The Korea Herald
State planner admits that some companies have 'blindly entered into projects' involving computer chips, resulting in wasted resources
South China Morning Post
Samsung Electronics is intensively investing in the expansion of its foundry business in efforts to catch up to Taiwanese semiconductor company TSMC, which continues to dominate the contract-based chip-making business.
The Korea Times
Japan's Shin-Etsu Chemical will spend an estimated JPY30 billion (US$285 million) to raise capacity for a crucial semiconductor plant material by 20%, expanding its supply for cutting-edge chip production, Nikkei has learned.
Nikkei Electronics Asia
Semiconductor equipment maker ASML Holding NV on Wednesday posted a better-than-expected quarterly earnings and forecast a double-digit growth for next year on strong end-demand for electronics devices.
Reuters
Chinese chipmaker Semiconductor Manufacturing International Corporation has undertaken "preliminary exchanges" with the U.S. Bureau of Industry and Security regarding export restrictions, the company said on Sunday in a filing.
Reuters
Huawei Technologies has built up stakes in Chinese semiconductor companies and other tech businesses as the world's largest telecoms equipment maker bolsters its supply chain in the face of pressure from the United States.
Reuters
Geopolitical tensions between Washington and Beijing remain a concern for German chipmaker Infineon and the company preparing for increased competition in the semiconductor space out of China, CEO Reinhard Ploss said.
CNBC
Companies that supply the chip sector with sophisticated and expensive equipment plan to warn the Trump administration against a proposal to blacklist China's top chipmaker, Semiconductor Manufacturing International Corp, arguing it would be "detrimental" to U.S. industry.
Reuters
China has been trying to ramp up its domestic semiconductor industry as the U.S. increases the pressure on the country's technology giants.
CNBC
When the South Korea government unveiled an expanded semiconductor material testing facility last month, the centrepiece was a towering white machine given by Samsung Electronics at a fraction of its market price.
Reuters
Israeli chip manufacturer Tower Semiconductor said on Sunday some of its systems were hit by a cyber attack and as a result it was putting on hold some servers and manufacturing operations.
Reuters
The Trump administration is considering adding Semiconductor Manufacturing International (SMIC) to a trade blacklist, in another sign of heightening US-China technology tensions.
Washington Post
China is planning a set of new government policies to develop its domestic semiconductor industry and counter restrictions imposed by the administration of U.S. President Donald Trump, Bloomberg News reported.
Reuters
The United States is considering new restrictions on exports of semiconductor manufacturing equipment and associated software tools, lasers, sensors, and other technology to prevent them from falling into the hands of U.S. adversaries like China.
Reuters
Technology is shaping the future of the automotive industry and it's creating a big opportunity in the semiconductor space, Vincent Roche, chief executive of chipmaker Analog Devices, told CNBC Wednesday.
CNBC
Applied Materials forecast fourth-quarter revenue above analysts' estimates on Thursday as demand rebounds for semiconductor equipment and services from the coronavirus-driven slump, and predicted sustained spending into 2021.
Reuters UK
SiFive, a California startup working to commercialize an open-source semiconductor technology, said on Tuesday that it has raised an additional $60 million in funding from investors including SK Hynix and Saudi Aramco.
Reuters
Operation Skeleton Key has stolen source code, SDKs, chip designs, and more.
Ars Technica
For chip design, packaging, testing and relevant equipment, materials and software enterprises, the first two years of profits will be tax exempt
South China Morning Post
Israeli chip manufacturer Tower Semiconductor matched forecasts for unadjusted quarterly earnings, saying a downturn in its medical X-ray and automotive business had been offset by sales of mobile and power management chips.
Reuters
Intel said on Thursday its new 7-nanometer chip technology was six months behind schedule and it would consider farming out more work to outside semiconductor foundries, eroding a founding principle that manufacturing is key to its success.
Reuters
Semiconductor Manufacturing International (SMIC) is preparing a $6.55 billion stock offering, as Beijing moves to shore up its semiconductor capabilities amid heightened tensions with the US.
Wall Street Journal
China's largest state-backed semiconductor fund plans to reduce its holdings in two listed technology companies, a decision that comes following a torrid bull run in China's stock market.
Reuters
Semiconductor maker Analog Devices said on Monday it would buy rival Maxim Integrated Products for about $21 billion in the largest U.S. deal this year, aimed at boosting its market share in automotive and 5G chipmaking.
Reuters
Arm, the world's leading supplier of CPU and GPU designs, just announced that it plans to transfer the IoT Services Group (ISG), which includes the IoT Platform and Treasure Data teams, to its parent company SoftBank.
Forbes
Researchers at the Samsung Advanced Institute of Technology (SAIT) have unveiled the discovery of a new material, called amorphous boron nitride (a-BN), in collaboration with Ulsan National Institute of Science and Technology (UNIST) and the University of Cambridge. Published in the journal Nature, the study has the potential to accelerate the advent of the next generation of semiconductors.
Company release
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