Tag: chip shortage

ASML chip machines blocked from export to China
Technology

ASML chip machines blocked from export to China

[ad_1] Cutting-edge chip manufacturing machines from Dutch semiconductor giant ASML have been blocked from export to China, according to the firm, amid a report of US pressure in the strategic sector.ASML said in a statement late Monday the Dutch government had recently revoked a licence for shipping an unspecified number of machines "impacting a small number of customers in China." Semiconductors, which power everything from mobile phones to cars, have become a geopolitical battleground, with the West seeking to restrict China's access over fears they could be used for advanced weaponry. In October, the United States announced tighter export curbs on state-of-the-art artificial intelligence chips, sparking fury in Beijing.Citing unnamed sources, financial news agency Bloomberg News rep...
Google, Nvidia Back AI Startup That Helps Combat Chip Shortage
Technology

Google, Nvidia Back AI Startup That Helps Combat Chip Shortage

[ad_1] Nvidia Corp. and a Google venture fund have joined a seed round of funding for a startup that helps developers squeeze more computing power out of specialized processors used to train AI, potentially alleviating a major logjam for the burgeoning field.CentML, which builds software to help machine learning systems work more efficiently, raised $27 million from investors including Google's Gradient Ventures and Radical Ventures. Deloitte Ventures and Thomson Reuters Ventures also took part in the financing, the startup said in a statement. The Toronto-headquartered startup aims to address one of the biggest bottlenecks in AI development, a shortage of the graphic processor units from Nvidia and its rivals that process the enormous amounts of data required to train and run AI system...
Nvidia CEO Dispels Fears of a Chip Shortage Amid the AI Boom
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Nvidia CEO Dispels Fears of a Chip Shortage Amid the AI Boom

[ad_1] Nvidia Corp. Chief Executive Officer Jensen Huang, fresh off an upbeat quarterly report that sent his company's to a record high, dispelled one of investors' biggest concerns: that chip production won't keep up with demand.Though Nvidia didn't give long-term projections Wednesday, Huang said that supply will “substantially increase for the rest of this year and next year.” The company relies on vendors such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. for components, and a lack of adequate inventory was seen as a challenge to its growth run. In an interview Wednesday, Huang stressed that the company was doing everything it can to stay on top of surging demand. “We're focused on increasing our supply,” Huang said. “We have to do that with great urgency, an...
China tells tech manufacturers to stop using Micron chips, stepping up feud with United States
Technology

China tells tech manufacturers to stop using Micron chips, stepping up feud with United States

[ad_1] Stepping up a feud with Washington over technology and security, China's government on Sunday told users of computer equipment deemed sensitive to stop buying products from the biggest U.S. memory chipmaker, Micron Technology Inc.Micron products have unspecified “serious network security risks” that pose hazards to China's information infrastructure and affect national security, the Cyberspace Administration of China said on its website. Its six-sentence statement gave no details. “Operators of critical information infrastructure in China should stop purchasing products from Micron Co.,” the agency said. The United States, Europe and Japan are reducing Chinese access to advanced chipmaking and other technology they say might be used in weapons at a time when President Xi Jinping'...
Chipmaking Machines Face a Crunch of Their Own
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Chipmaking Machines Face a Crunch of Their Own

[ad_1] A massive shortage of semiconductors over the past two years wreaked havoc in many sectors. There weren't enough machines to make the chips, either. To fix the problem, firms announced billions of dollars of capital spending for new facilities. But before these have even come online, there's already a glut.Companies don't seem too perturbed, though, nor do investors. Some chip machinery maker stocks(1)are trading at heady valuations. They are finding comfort in the backlog of orders that will tide these firms through the troughs. Those that aren't sitting on cushy buffers will wait it out as they've done in years past. SEMI, the industry association, projects a 17% drop in front-end process equipment. For others that cut wafers into chips, or the back-end process, sales are likel...
Britain Wargames a Crash Far Worse Than Covid If Chip Supplies Are Shut Off
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Britain Wargames a Crash Far Worse Than Covid If Chip Supplies Are Shut Off

[ad_1] It's 2027 and London's black market for vintage smartphones is thriving. Second-hand cars are selling faster than any rolling off UK assembly lines. Internet blackouts are common, inflation is surging and waiting lists for public health services are lengthening again. Britain is in the grip of a global semiconductor crisis. In this hypothetical scenario, chip supplies dried up a year after China stormed Taiwan and blockaded production at Taiwan Semiconductor Manufacturing Co. Ltd., which makes 92% of the world's most advanced semiconductors. Broader tensions in the region disrupted supplies from other key producers in Japan and South Korea, and Beijing restricted its own exports for economic leverage against the US. The spark for a fictitious tech shortage could also have b...
Historic Crash for Memory Chips Threatens to Wipe Out Earnings
Technology

Historic Crash for Memory Chips Threatens to Wipe Out Earnings

[ad_1] This time was supposed to be different. This time was supposed to be different. The memory-chip sector, famous for its boom-and-bust cycles, had changed its ways. A combination of more disciplined management and new markets for its products — including 5G technology and cloud services — would ensure that companies delivered more predictable earnings. And yet, less than a year after memory companies made such pronouncements, the $160 billion industry is suffering one of its worst routs ever. There's a glut of the chips sitting in warehouses, customers are cutting orders, and product prices have plunged. “The chip industry thought that suppliers were going to have better control,” said Avril Wu, senior research vice president at TrendForce. “This downturn has proved everyb...
Sorry USA, $40 Billion Won’t Buy Chip Independence
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Sorry USA, $40 Billion Won’t Buy Chip Independence

[ad_1] President Biden and Apple’s Cook applauded a plan that offers a minuscule share of global chip capacity. President Joe Biden is so proud of Taiwan Semiconductor Manufacturing Co.'s new facility that he went to Arizona to celebrate it. A $40 billion figure tends to attract heads of state and corporate chieftains, with the chip factories TSMC is building there being hailed as the largest foreign direct investment in US history. “Apple had to buy all the advanced chips from overseas,” Biden said at the plant outside Phoenix on Tuesday. “Now, they're going to bring more of their supply chain here at home. It could be a game changer.” Unfortunately, Mr President, it won't be a game changer. Everything announced by TSMC this week was in line with long-term plans for the site. Th...
Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out
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Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out

[ad_1] Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion. Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion from the sector's global market value after the Biden administration imposed curbs on China's access to semiconductor technology. Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, plunged a record 8.3% on Tuesday. Samsung Electronics Co. and Tokyo Electron Ltd. also tumbled on concern US efforts to ensure international cooperation will crimp their ability to export to China. The selloff spread to currency markets. South Korea's won slumped more than 1.6% versus the greenback while the Taiwan dollar dropped 0.7% amid lo...
Crackdown on China! How the US will decide who to punish with tech curbs
Technology

Crackdown on China! How the US will decide who to punish with tech curbs

[ad_1] Deciding who gets hurt by new US curbs on selling tech to China will come down to what is a "supercomputer". Deciding who gets hurt by sweeping new U.S. curbs on selling technology to China will come down in part to what constitutes a "supercomputer," experts told Reuters. Around the world, the semiconductor industry on Friday began to wrestle with wide-ranging U.S. restrictions on selling chips and chip manufacturing equipment to China. Shares of chip equipment makers drooped, but industry experts said a new U.S. definition of a supercomputer could be pivotal to the new rules' impact on China. Supercomputers can be used in developing nuclear weapons and other military technologies, and experts say how to define them has long bedeviled regulators trying to pin down an ev...