China


2024-03-25

[News] Escalating US China Tech War! China Reportedly Tightens Grip on Intel and AMD, Impacting TSMC

The US-China tech war continues to escalate, as reported by the Financial Times (FT). Beijing has reportedly instructed official institutions in China to refrain from using PCs and servers equipped with microprocessors from Intel and AMD, as well as to reduce procurement of Microsoft Windows operat...

2024-03-21

[News] US Considers Sanctioning Huawei-Linked Chinese Chip Network, Huawei-Related Enterprises Blacklisted

According to Bloomberg citing sources, the US government is considering adding Chinese semiconductor companies linked to Huawei to a blacklist. This move comes after Huawei made significant breakthroughs in technology last year, indicating a potential escalation in US efforts to curb China's ambitio...

2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

2024-03-14

[News] South Korean Government Considering Cooperation with U.S. on Semiconductor Equipment Export Controls against China

As the pressure from the United States to strengthen export controls on semiconductor manufacturing equipment to China continues to grow, as per a report from Yonhap News Agency (YNA), the United States has reportedly urged allies such as Japan, the Netherlands, Germany, and South Korea to join forc...

2024-03-13

[News] Intel Rumored to Temporarily Retain Chip Supply License to Huawei, While AMD Awaits Response

Intel has reportedly retained the export licenses that would have prohibited them from selling laptop processor (CPU) chips to the Chinese telecommunications giant Huawei. This signifies that Intel has temporarily preserved its business of providing chips worth hundreds of millions of dollars to Hu...

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