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Advanced IC packaging is next front in the chip wars: Advanced IC packaging is a hot new source of competition among manufacturers of AI processors and other ...
asiatimes.com/2024/08/advanced-ic-packaging-is-next-front-in-the-chip-wars/
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How China Built a Chip Industry, and Why It’s Still Not Enough: More than a decade into Beijing’s push for self sufficiency, Chinese firms are producing fewer ...
nytimes.com/2026/02/14/business/china-chips-nvidia-huawei.html
China Blacklists Canadian Firm for Exposing Huawei's Use of Foreign Chips: The Chinese government apparently isn't happy with Canadian research firm TechInsights ...
pcmag.com/news/china-blacklists-canadian-firm-for-exposing-huaweis-use-of-foreign-chips
What we know about Alibaba’s potential new AI chip: The potential new chip could have global implications as the AI arms race makes pace.
euronews.com/next/2025/09/01/alibaba-reportedly-developing-new-ai-chip-as-chinas-xi-rejects-ais-cold-war-mentality
China's racing to build its AI chip ecosystem as U.S. curbs bite. Here's how its supply chain stacks up
cnbc.com/2025/06/12/chinas-racing-to-beat-us-chip-curbs-how-its-supply-chain-stacks-up.html
Nvidia stock falls as China's Huawei reportedly readies AI chip after Trump's export ban
finance.yahoo.com/news/nvidia-stock-falls-as-chinas-huawei-reportedly-readies-ai-chip-after-trumps-export-ban-135156741.html
Key FactsHuawei Develops New AI Chip to Compete with Nvidia
Apr 27, 2025 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Huawei Technologies is testing its latest AI processor, the Ascend 910D, aiming to replace Nvidia's products.
- The company has approached Chinese tech firms to assess the technical feasibility of the chip.
- The Ascend 910D is expected to outperform Nvidia's H100, with the first samples anticipated by late May.
- Huawei intends to begin mass shipments of its advanced 910C AI chip to Chinese customers as early as next month.
Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say
reuters.com/world/china/huawei-readies-new-ai-chip-mass-shipment-china-seeks-nvidia-alternatives-sources-2025-04-21/
Wccftech Apr 21 25
Huawei Unveils Its Next-Gen Ascend 920 AI Chip To Fill The Market Gap Created By NVIDIA; US Export Contr…
wccftech.com/huawei-unveils-its-next-gen-ascend-920-ai-chip-plans-to-fill-the-market-gap-created-by-nvidia/
Exclusive: TSMC could face $1 billion or more fine from US probe, sources say: Taiwan Semiconductor Manufacturing could face a penalty of $1 billion or more to ...
reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08/
Key FactsSources: TSMC could face a US$1bn-or-more penalty
Apr 9, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: taipeitimes.com
Summary created with AI assistance · Source: taipeitimes.com
- The US Commerce Department is investigating TSMC's work for China-based company Sophgo.
- RAND researcher Lennart Heim said TSMC made nearly three million chips in recent years matching a design ordered by Sophgo, which likely ended up with Huawei.
- TSMC said it has not supplied Huawei since mid-September 2020 and is cooperating with the US Commerce Department.
- No public action has been taken against TSMC; the department typically gives companies 30 days to respond to a proposed charging letter.
We are going to seek in this administration a dramatic increase in enforcement and fines for people who break the rules.— U.S. Commerce Secretary Howard Lutnick spoke about the role of export control enforcement in addressing the threat from China.
Huawei improves AI chip production in boost for China’s tech goals: Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent ...
ft.com/content/f46b7f6d-62ed-4b64-8ad7-2417e5ab34f6
Exclusive | TSMC cuts ties with Singapore firm over chip found in Huawei processor: sources
scmp.com/tech/tech-war/article/3294199/tsmc-cuts-ties-singapore-firm-over-chip-found-huawei-processor-sources
Paid articlePaywallExclusive: US plans to blacklist company that ordered TSMC chip found in Huawei processor, source says
reuters.com/technology/us-plans-blacklist-company-that-ordered-tsmc-chip-found-huawei-processor-source-2024-12-20/
TSMC to stop supplying advanced AI processors for all of its China customers: Report
tomshardware.com/tech-industry/tsmc-to-stop-supplying-advanced-ai-processors-for-all-of-its-china-customers-report
TSMC can't send advanced AI chips to China anymore, U.S. says: The Commerce Department reportedly told TSMC that it is imposing export restrictions on ...
qz.com/us-tsmc-advanced-ai-chips-china-taiwan-export-controls-1851694671
US ordered TSMC to halt shipments to China of chips used in AI applications, source says
straitstimes.com/business/us-ordered-tsmc-to-halt-shipments-to-china-of-chips-used-in-ai-applications-source-says
Key FactsU.S. Halts TSMC Chip Shipments to China
Nov 10, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- The U.S. has directed TSMC to stop shipping advanced chips used in AI applications to China starting Monday.
- The Department of Commerce imposed export restrictions on chips with 7 nanometers or more, intended for AI accelerators and GPUs.
- TSMC suspended shipments to Chinese chip designers following a violation of export controls, raising lawmakers' concerns about inadequate export restrictions.
- These actions enable the U.S. to investigate whether other companies are supplying chips to Huawei for AI purposes.
Sophgo, Bitmain deny ties with Huawei’s supply chain: Sophgo and Bitmain have denied any business relationship with Huawei after being accused of having asked ...
asiatimes.com/2024/10/sophgo-bitmain-deny-ties-with-huaweis-supply-chain/
TSMC suspended shipments to China firm after chip found on Huawei processor, sources say
thejakartapost.com/business/2024/10/27/tsmc-suspended-shipments-to-china-firm-after-chip-found-on-huawei-processor-sources-say.html
TSMC reportedly uncovers Huawei's plot to circumvent US export controls — Chinese tech giant may be using a proxy to produce chips at TSMC
tomshardware.com/tech-industry/tsmc-reportedly-uncovers-huaweis-plot-to-circumvent-us-export-controls-chinese-tech-giant-may-be-using-a-proxy-to-produce-chips-at-tsmc
dlvr.it Aug 23 24
China AI devs using cloud services to game US chip sanctions: Organizations are acessing restricted tech, raising concerns about more potential loopholes
theregister.com/2024/08/23/china_aws_restricted_technology/
Ziff Davis Aug 15 24
Huawei's Rumored Ascend 910C AI Chip Could Match Nvidia's Flagship H100: This would be a significant leap forward for China's domestic AI chips.
extremetech.com/computing/huaweis-rumored-ascend-910c-ai-chip-could-match-nvidias-flagship-h100
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