Some Chinese AI chip companies are now designing less powerful processors to retain access to TSMC production in the face of US sanctions, four people with knowledge of the matter said.

Semiconductor firms such as TSMC are at risk of water shortages as processing technology advances, S&P Global Ratings said in a report.

Japan's efforts to rebuild its semiconductor industry are getting a shot in the arm as more and more Taiwanese chip companies expand here - not only to support a new TSMC plant but also excited about the Japanese sector's prospects.

China's Yangtze Memory Technology is readying its next-generation 3D NAND memory architecture - Xtacking 4.0 - despite severe sanctions against the company, according to a document seen by Tom's Hardware. The company has no plans to increase the number of layers with the two Xtacking 4.0 devices currently in development, but the family may get broader over time.

The 741 page annual report, released by the U.S.-China Economic and Security Review Commission, takes aim at the Biden administration's Oct. 2022 export curbs, which seek to bar Chinese chipmakers from getting U.S. chipmaking tools if they would be used to manufacture advanced chips at the 14 nanometer node or below.

The world's chipmakers are failing to meet an international target to achieve net-zero carbon emissions by 2050, experts told EE Times. The first milestone is for emissions to peak in 2025 and steadily fall, one said.

Japan's Ministry of Economy, Trade and Industry is allocating up to JPY192 billion (US$1.29 billion) in subsidies for US chipmaker Micron Technology's work in Hiroshima prefecture, Nikkei has learned, in a move to bolster domestic semiconductor supply chains.

SK Telecom, South Korea's dominant mobile carrier and sibling of chipmaker SK hynix, has declared that 5G was over-hyped, has under-delivered, and has failed to deliver a killer app.

Contract chipmaker GlobalFoundries on Tuesday forecast third-quarter revenue below analysts' estimates as the global semiconductor industry battles a supply glut, sending the company's shares about 3% lower in trading before the bell.

A group of investors led by Apollo Global Management is making a debt investment between $1 billion to $2 billion in chipmaker Wolfspeed to support its expansion in the US, media outlets reported on Sunday.

Seoul has signalled it will not intervene to stop South Korean companies Samsung and SK Hynix from filling in a market gap after China imposed a ban on US chipmaker Micron, in an escalation of the tech battle between the superpowers.

Changxin Memory Technologies plans to file for a domestic initial public offering this year that could value the Chinese chipmaker north of $14.5 billion, a milestone debut that could help galvanize the country's technology aspirations.

Beijing announced a cybersecurity review of Micron Technology, a top-tier U.S. chip maker, on Friday. The measure, which many industry analysts had expected, is China's most significant stroke of retaliation against Washington over its campaign to sever China's access to high-end chips.

The National Integrated Circuit Industry Investment Fund will commit CNY12.9 billion towards Yangtze Memory Technologies, according to a government website that discloses company registration information. The capital infusion from the Big Fund, as Beijing's signature investment vehicle is commonly known, was slated for completion on Januar 31, according to Tianyancha.

Intel CEO Pat Gelsinger sees the first signs of a turnaround in the company's business during his nearly two years at the helm of the top US chipmaker, he said yesterday. Analysts contacted by EE Times were less optimistic.

Texas Instruments forecast first-quarter revenue and profit largely below Wall Street targets on Tuesday, as an economic downturn threatens to shackle demand from the chipmaker's so far resilient markets.

Chinese chipmaker Yangtze Memory Technologies Corp has asked American employees in core tech positions to leave, as it rushes to comply with the new U.S export restrictions.

Intel is planning on announcing "targeted" layoffs in November, according to a report late Thursday, citing an internal video shared with employees.

Wolfspeed, the wide-bandgap chipmaker focused on silicon carbide and gallium nitride devices, plans to spend up to $5 billion to chase demand in the electric vehicle business that shows no signs of slowing down.

EU antitrust regulators will not appeal a court ruling scrapping its EUR997 million (US$991 million) fine against Qualcomm, people familiar with the matter said, in a major win for the US chipmaker that ends a long-running saga.

Despite the challenging macroeconomic and geopolitical situation, Infineon has reported another robust quarter with revenue of ??,618 million, up 10% sequentially and 33% year over year, in the third quarter of its fiscal year 2022. The Munich, Germany-based chipmaker has raised its revenue forecast for the full year 2022.

STMicroelectronics expects its factories to run at full steam well into 2023 as the chipmaker's backlog is filled by the car and smartphone industries, prompting it to raise its 2022 outlook and build new production lines.

SK Hynix is considering cutting its 2023 capital expenditure by about a quarter to KRW16 trillion (US$12.2 billion) in response to slower electronics demand than anticipated, people familiar with the matter said.

Taiwan's industrial sector, including the world's largest contract chipmaker, will be hit with the island's first power price increase in four years as the state-owned utility grapples with soaring fuel costs.

US Commerce Department Secretary Gina Raimondo on Monday stepped up pressure on Congress to approve $52 billion in funding for chipmakers to expand operations, warning that firms would abandon American expansion plans without the legislation.

Lockheed Martin has joined Intel, Nvidia, and eight other big tech companies as part of a plan to securely link defense systems in what Lockheed calls a 21st century concept.

Chipmaker Micron Technology on Thursday announced it was experimenting with a new pricing model for its chips called forward pricing agreements that would aim to stabilize the steep price fluctuations that plague the industry.

Infineon, the leading supplier of microchips to the auto industry, reported on Monday a 22% rise in second-quarter revenue and lifted its full-year outlook as it benefits from a global shortage of semiconductors.

The Biden administration is looking into claims that Yangtze Memory Technologies, a Chinese semiconductor maker, has supplied Huawei with chips, in a potential violation of US export controls.

More and more car manufacturers now bet on SiC and GaN, and chipmakers are transforming their business to take advantage of the electric-vehicle market's explosive growth.

The CEO of South Korean chipmaker SK Hynix said on Monday that its largest shareholder, SK Square, is considering merger and acquisition deals involving chip companies.

SoftBank has shelved its blockbuster sale of Arm to US chipmaker Nvidia valued at up to US$80 billion citing regulatory hurdles and will instead seek to list the company.

Samsung Electronics is expected to announce large-scale merger and acquisition (M&A) deals soon. German chipmaker Infineon Technologies and Dutch semiconductor company NXP Semiconductor have emerged as Samsung's M&A targets as it aims to foster its non-memory business.

The semiconductor industry's struggle to keep up with incoming orders looks set to continue as supply bottlenecks may last until the end of 2022, a member of German chipmaker Infineon's management board told the Handelsblatt newspaper on Wednesday.

Biden administration officials met last week to consider tightening rules that restrict the sale of equipment to Semiconductor Manufacturing International (SMIC). The meeting ended without an immediate resolution, and that left hawks in Washington dissatisfied.

The Biden administration is considering imposing tougher sanctions on China's largest chipmaker, according to people familiar with the situation, building on an effort to limit the country's access to advanced technology.

Chinese private equity firm Wise Road Capital and US chipmaker Magnachip Semiconductor have terminated their $1.4 billion merger agreement struck in March, the companies said in a joint statement on Monday.

American chip manufacturer Intel will invest 30 billion ringgit ($7.10 billion) in a new, state-of-the-art facility, Malaysian authorities said on Monday.

That seems to be the message investors are sending as they push market indexes to new highs daily right after several technology companies warned supply-chain bottlenecks, labor shortages and delivery problems would crimp their holiday results. But investors might be missing something. Disappointing results from three key chip companies could mean cracks are forming around the bull narrative. And they may turn out to be the warning signs this upturn is nearing its end.

TSMC is struggling with its latest cutting-edge manufacturing technique, which shrinks the size of transistors on chips to 3 nanometers, a change that will allow Apple to include more powerful, less energy-hungry processors in its devices without dramatically increasing their size, according to two people briefed by TSMC on the project.