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New US export controls may compel artificial-intelligence giant Nvidia to cancel billions of dollars in next-year orders for its advanced chips to China, a move that could deprive Chinese tech companies of crucial AI resources.
Wall Street Journal
Japan is aiming to secure an additional JPY1.49 trillion (US$10 billion) in subsidies for two key semiconductor projects, according to a key ruling party lawmaker for chips.
Bloomberg
The Korean maker says it hasn't worked with Huawei since sanctions.
Bloomberg
What is unclear is where Baikal plans to produce its AI chips.
TG Daily
Oracleis spending "billions" of dollars on chips from Nvidia as it expands a cloud computing service targeting a new wave of artificial intelligence (AI) companies, Oracle founder and Chairman Larry Ellison said on Wednesday.
Reuters
Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with "our hands tied behind our back" and unable to sell advanced chips in one of the company's biggest markets.
The Financial Times
The White House has asked South Korea to urge its chipmakers not to fill any market gap in China if Beijing bans Idaho-based Micron from selling chips, as it tries to rally allies to counter Chinese economic coercion.
The Financial Times
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.
New York Times
Huawei has reportedly completed work on electronic design automation (EDA) tools for laying out and making chips down to 14nm process nodes.
The Register
Chinese artificial intelligence groups are skirting export controls to access high-end US chips through intermediaries, revealing potential loopholes in Washington's blockade of cutting-edge technology to the country.
The Financial Times
The Commerce Department on Tuesday kicked off the application process for semiconductor manufacturing subsidies under the $53 billion Chips Act, along with conditions aimed at advancing some of the Biden administration's priorities.
Wall Street Journal
TSMC plans to construct a second chip plant in Japan to manufacture 5- and 10-nanometre chips from the second half of the decade, the Nikkan Kogyo newspaper reported on Friday.
Reuters
Google has reached a key milestone in designing server processors aimed at reducing the cost of operating its data centers and keeping up with cloud business rival Amazon, according to one person with direct knowledge of the project and one person who was briefed about it. The progress means Google could start using the new chips by 2025, one of these people said.
The Information
Intel reported a fourth-quarter loss, hurt by a souring market for its chips and growing competition from rivals, as it also issued a gloomy outlook for the current quarter.
Wall Street Journal
China's top nuclear-weapons research institute has bought sophisticated US computer chips at least a dozen times in the past two and a half years, circumventing decades-old American export restrictions meant to curb such sales.
Washington Post
Taiwan's exports of integrated circuit chips rose in 2022 for a seventh consecutive year, further solidifying the economy's leadership status in a global semiconductor industry that has been roiled by US-China tensions and diversifying supply chains.
Bloomberg
Sony Group is considering building a new factory to make smartphone image sensors in the Kumamoto prefecture of Japan and sourcing chips from TSMC's planned chip plant in the area.
Reuters
According to a single report from the Kommersant, the Chinese government has decided to stop the supply of locally manufactured Loongson chips to Russia.
WCCF Tech
IBM and Rapidus, a newly formed chip maker backed by the Japanese government, on Tuesday announced a partnership that aims to manufacture the world's most advanced chips in Japan by the second half of the decade.
Reuters
IT Examiner
Intel researchers have made the next advance in the field of Silicon Photonics by achieving world-record performance using a silicon-based Avalanche Photodetector (APD) that could lower costs and improve performance as compared to commercially available optical devices. The research results were published today in Nature Photonics.
Company release