Report: Huawei develops new AI chip to compete with Nvidia
April 28, 2025
China’s Huawei Technologies hopes that its new chip, Ascend 910D, will prove to be more powerful than Nvidia’s AI chip H100, according to a report by The Wall Street Journal.
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Europe’s patent landscape: stable, but no breakthrough
April 25, 2025
In 2023, the European Patent Office (EPO) received a record number of patent applications from companies, research institutions, and individual inventors alike — a total of 199,275. So, did 2024 break that record? Not quite. Still, the data shows that innovation activity in Europe remains at a consistently high level.
No foolproof method to keep AI chips away from China, TSMC warns
April 22, 2025
The challenge for the Taiwanese tech giant is that the semiconductors TSMC customizes for many fabless firms and chip designers often end up being used in gadgets made by third parties, which is perfectly legitimate.
Qualcomm sales top estimates amid strong smartphone demand
February 06, 2025
Qualcomm forecast a sales range with a midpoint of USD 10.75 billion and adjusted profits of USD 2.80 per share, both above analyst estimates, according to data from LSEG.
Terra Solar, Huawei partner on 3500 MW BESS project
December 09, 2024
Huawei, with its expertise in large-scale renewable energy projects, will equip the facility with containerized batteries and auxiliary components.
China warns of ‘necessary actions’ if US adds new chip controls
November 29, 2024
The newly proposed sanctions continue to target Chinese chip fabrication plants while putting greater emphasis on targeting domestic firms supplying manufacturing equipment to chipmakers.
TSMC to tighten scrutiny on Chinese AI chip clients
November 12, 2024
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes.
US orders TSMC to halt shipments of advanced AI chips to China
November 11, 2024
The US Department of Commerce sent a letter to TSMC imposing export restrictions on sophisticated chips, of 7 nanometer or more advanced designs, destined for China, sources told Reuters.
SMIC posts record revenue but warns of overcapacity
November 08, 2024
The third quarter revenue of China’s top chip foundry was up 34% from a year earlier to USD 2.17 billion. Net profit for the quarter touched USD 148.8 million, up 58.3% from last year.
US fines GlobalFoundries for shipping chips to blacklisted firm
November 04, 2024
The Commerce Department said contract chipmaker GlobalFoundries sent 74 shipments worth USD 17.1 million to SJ Semiconductor, an affiliate of sanctioned Chinese firm SMIC, without seeking a license.
Loopholes in US sanctions? TSMC suspends shipments to China firm
October 28, 2024
Chinese company Sophgo had ordered chips from TSMC that reportedly matched the one found on Huawei’s multi-chiplet AI processor, Ascend 910B.
Increased supply and weakened demand to lower NAND Flash prices
October 15, 2024
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3.
ASML’s China business faces more curbs from Dutch government
August 30, 2024
The government is likely to restrict the Netherlands-based company’s ability to repair and provide spare parts for its installed advanced semiconductor equipment in China.
IBM disbands China R&D department, impacting 1000 jobs
August 26, 2024
The news comes at a time when the US and China are sparring over areas like semiconductors. Beijing is worried that restrictions on US technology could hamper the growth of Chinese companies like Huawei.
China is 5 years behind global chip leaders, says report
August 23, 2024
However, China is catching up with global leaders in the design of logic chips and is only two years behind.
Huawei completes $1.4bn Lianqiu R&D facility
July 15, 2024
The vast centre has enough capacity to be home to around 35,000 researchers and even comprises its own miniature train network.
SMIC: making 5nm chips without EUV machines?
June 20, 2024
New reports say China’s largest foundry has found a way to manufacture 5nm chips using deep ultraviolet (DUV) lithography machines purchased before the US imposed export restrictions.
MLCC shipments expected to increase by 6.8% in Q2
May 29, 2024
TrendForce reports that MLCC shipments in 1Q24 are expected to reach a three-quarter low. In the second quarter, demand for AI servers continued to grow steadily, while orders for other consumer electronics have fallen short of expectations due to traditional seasonal demand and preparations for China’s May Day holiday and the 618 shopping festival.
Nvidia 'cutting prices on China-targeted AI chips'
May 28, 2024
Sources say competition from local Chinese firms has forced Nvidia to reduce the prices of its H20 chips, which it developed to avoid US export sanctions.
China's national chip fund raises $48bn to help local firms
May 28, 2024
Beijing has just confirmed the third instalment of its national semiconductor 'Big Fund', and it's the biggest yet.
ASML: we can disable our machines remotely
May 23, 2024
What happens if China invades Taiwan? ASML and TSMC will shut their factories down – from anywhere in the world.
US Commerce Department reveals new set of Huawei chip bans
May 10, 2024
The US government has revoked licenses that let companies including Intel and Qualcomm sell their chips to Chinese telco firm Huawei.
Americans dominate European patents
May 09, 2024
The European Patent Office (EPO) wrote in a recent report that innovations in digital technologies and clean energy have boosted demand for patents in Europe in 2023, with companies and inventors filing a record number of patent applications.
The foundry industry is showing signs of stabilisation
May 01, 2024
The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
New Huawei phones feature SMIC's newest 7nm chips
April 26, 2024
Huawei’s latest Pura 70 series smartphones comprise an advanced made-in-China processor in defiance of US export curbs.
Smartphone market up 7.8% – Samsung moves to pole position
April 16, 2024
According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, global smartphone shipments increased 7.8% year over year to 289.4 million units in the first quarter of 2024 (1Q24).
Huawei to develop lithography tech at new R&D centre
April 12, 2024
Chinese tech giant Huawei is reported to be building a new research unit in Shanghai. It wants to develop chipmaking tools that could eventually rival those of ASML, Canon, and Nikon.
Has Huawei invented a tech to bypass EUV lithography?
March 25, 2024
Reports say Huawei Technologies has achieved a breakthrough that will enable it to design advanced chips without the need for extreme ultraviolet lithography (EUV) machines.
Top 6 smartphone brands by production
March 13, 2024
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
US could add CXMT to its list of sanctioned Chinese firms
March 11, 2024
The Biden administration will consider adding DRAM maker ChangXin Memory Technologies (CXMT) to its so-called Entity List to restrict the company's access to US raw materials.
Mediatek leads the smartphone chipset market
March 11, 2024
A new report by research company Canalys says Mediatek chips shipped in 177m devices in Q4 – more than any other supplier.
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