Chinese Chipmakers
ByteDance plans new AI model trained with chips from Huawei Technologies
The new model's capability and complexity, measured by its computing parameters, will be less powerful than ByteDance's existing AI model Doubao, one of the people said
 "ByteDance plans new AI model trained with chips from Huawei Technologies")
China claims chipmaking gear advance despite tightening US curbs: Report
State-linked organisations are advised to use new laser-based immersion lithography machine with a resolution of 65 nanometers or better, the govt said in an announcement this month
 "China claims chipmaking gear advance despite tightening US curbs: Report")
Global burger chains to car makers hit as recovery falters in China
China's $18.6 trillion economy grew more slowly than expected in the second quarter, and cautious households are building up savings and paying off debts
 "Global burger chains to car makers hit as recovery falters in China")
Biden administration plans new US rule on foreign chip exports to China
The rule, an expansion of what is known as the Foreign Direct Product rule, would bar about half a dozen Chinese fabs at the center of China's most sophisticated chipmaking efforts
Apple, Micron leaders pay visit to China as US mulls stricter tech curbs
The executives on Monday joined a US business delegation meeting Vice-Premier He Lifeng and Foreign Minister Wang Yi
 "Apple, Micron leaders pay visit to China as US mulls stricter tech curbs")
South Korea's SK Group considers asset sales, mergers as part of overhaul
The group, best known for its chip firm SK Hynix , has become bloated over the past decade and its electric vehicle battery unit has lost billions of dollars
 "South Korea's SK Group considers asset sales, mergers as part of overhaul")
China's ByteDance collaborates with Broadcom to develop advanced AI chip
ByteDance's tie-up with Broadcom, an existing business partner, would help slash procurement costs
 "China's ByteDance collaborates with Broadcom to develop advanced AI chip")
US wants Netherlands, Japan to further restrict chip equipment to China
In a response on Wednesday, Chinese foreign ministry spokesperson Lin Jian said China was opposed to the US "coercing other countries and suppressing China's semiconductor industry"
 "US wants Netherlands, Japan to further restrict chip equipment to China")
Discussed moving fabs out of Taiwan, but move impossible, says TSMC
Chairman C.C. Wei said that given 80 per cent-90 per cent of its production capacity is in Taiwan, it would be impossible to move the factories
 "Discussed moving fabs out of Taiwan, but move impossible, says TSMC")
High bandwidth memory almost sold out for 2025: Nvidia supplier SK Hynix
The Nvidia supplier and the world's second-largest memory chipmaker will begin sending samples of its latest HBM chip
Chinese-owned Dutch chipmaker Nexperia Holding hit with cyberattack
The company was last year subject to an investigation by the Dutch government related to its acquisition of chip firm Nowi Energy BV as the state increased its scrutiny of Chinese tech investments
 "Chinese-owned Dutch chipmaker Nexperia Holding hit with cyberattack")
Why maintaining ASML equipment is new front in US-China chip war?
ASML dominates the market for lithography tools - huge expensive, complex machines that perform one step in the chipmaking process, helping to create circuitry
 "Why maintaining ASML equipment is new front in US-China chip war?")
South Korea's production of semiconductors rises by most in 14 years
The memory-chip market that underpins South Korea's semiconductor industry is notorious for its boom-and-bust cycle
 "South Korea's production of semiconductors rises by most in 14 years")
India now distinct regional priority for Intel: Exec VP Christoph Schell
The global semiconductor industry is projected to reach a trillion-dollar valuation by 2030
 "India now distinct regional priority for Intel: Exec VP Christoph Schell")
How India is betting big on the global outsourced semiconductor play
The Cabinet today cleared two projects, the Tata's assembly testing and packaging plant (ATMP) and the Murugappa-owned CG Power with Renesas from Japan as its tech partner
 "How India is betting big on the global outsourced semiconductor play")
US-China tech rivalry keeps South Korean chipmakers in costly limbo
While China is still by far South Korea's biggest trading partner, monthly exports to the US surpassed those to China for the first time in more than two decades
 "US-China tech rivalry keeps South Korean chipmakers in costly limbo")
From chip makers to car cos, global firms flocking to Gujarat: Officials
Though Gujarat has only about six per cent of India's geographical area and nearly five per cent of the population, the state has become an engine of the country's development with world-renowned firms coming here for business, according to officials. As per the official website of the Vibrant Gujarat Global Summit (VGGS), the state has over 200 industrial estates with close to 100 private industrial parks. The 10th edition of VGGS, the state's biennial investors' meet, is scheduled to be held next month in the capital Gandhinagar. To further strengthen sector-specific investments and infrastructure, the state has also announced several sector-specific industrial parks, said the website. I have always said that the development of the country depends on the development of Gujarat. The world's largest multinational companies, including 100-plus Fortune 500 global companies, are operating in the state. These include Suzuki, Honda, Hitachi, Toyota, and many more" said Prime Minister ..
 "From chip makers to car cos, global firms flocking to Gujarat: Officials")
China's largest chipmaker SMIC's Q3 net down 80%; says market stabilising
Their results echoed others such as Taiwan's TSMC and Germany's Siltronic, who have faced similar earnings pressure from a slowdown in the semiconductor industry
 "China's largest chipmaker SMIC's Q3 net down 80%; says market stabilising")
TSMC's $72 bn rout concerns investors of prolonged weakness in chip sector
The 12-month earnings estimate for TSMC has also been revised down by about 8% from a high in October last year, according to Bloomberg data
 "TSMC's $72 bn rout concerns investors of prolonged weakness in chip sector")
TMS Ep516: Tata and Haldiram's, 7nm chips, markets, India or Bharat
Why does Tata want Haldiram's on its plate? Is China winning the chip war? Is it time to bargain hunt speciality chemical stocks? India or Bharat: What the Constituent Assembly decided. Answers here
 "TMS Ep516: Tata and Haldiram's, 7nm chips, markets, India or Bharat")
