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The Latest Breaking News from SMIC

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

Tom’s Hardware

Tesla Opens Shanghai Megapack Factory

Also in today’s rundown: Cities in Guangdong buy idle land, China releases new rules on use of surveillance cameras, chipmaker SMIC books strong revenue on Beijing’s consumer stimulus measures

Caixin Global

DeepSeek research suggests Huawei's Ascend 910C delivers 60% of Nvidia H100 inference performance

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.

Tom’s Hardware

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OpenAI ex–board member Helen Toner says revoking ban on Nvidia AI chip exports would be a ‘huge victory’ for China

Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek’s AI success would hand China a major win, says Toner.

Fortune

China's second-largest foundry hires former Intel executive to lead advanced node development

Hua Hong, China's second-largest contract chipmaker, hires Intel veteran as it focuses on advanced logic production.

Tom’s Hardware

Biden just gave Trump a powerful weapon to use against EU tech regulation

Some EU countries will have to negotiate with Trump if they want large amounts of cutting-edge AI chips.

Fortune

ASML CEO says China is 10 to 15 years behind in chipmaking capabilities

Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S.

Tom’s Hardware

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Huawei sticks to 7nm for latest processor as China's chip advancements stall

Huawei reportedly decided not to use its 5nm and 6nm process technologies for its latest smartphone processor.

Tom’s Hardware

Russian Ex-ASML employee indicted for stealing critical trade secrets — currently in custody, faces 20-year Netherlands entry ban

A Russian engineer at ASML has been accused of stealing trade secrets at the company and now faces litigation and an entry-ban.

Tom’s Hardware

US lawmakers fire back at government's chip sanctions against China, alleging glaring loopholes that let China access the latest technology

The primary weakness of the new export rules lies in their reliance on a fab-specific approach instead of an entity-wide strategy, asserts John Moolenaar, the chairman of House Select Committee on the CCP.

Tom’s Hardware

U.S. ratchets up sanctions to curtail China's AI and military tech — no more HBM memory for China

U.S. sanctions designed to restrict China's ability to import technologies to advance of its AI and military capabilities have been strengthened for the third time.

Tom’s Hardware

Huawei's homegrown AI chip examined — Chinese fab SMIC-produced Ascend 910B is massively different from the TSMC-produced Ascend 910

Huawei's Ascend 910B is massively bigger than the original Ascend 910 but has fewer cores.

Tom’s Hardware

US to reportedly sanction 200 more Chinese chip firms — high bandwidth memory might also see export bans

The latest round of US sanctions imposes tighter control over the export of US technology to 200 more chip makers in China.

Tom’s Hardware

China's chipmaking champion soars amid country's push for self-reliance — SMIC's stock jumps 120% as semiconductor trade war intensifies

SMIC's stock price have doubled over the past two month over the expectation of increasing local demand.

Tom’s Hardware

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Tom’s Hardware

US sanctions freeze Huawei's Ascend AI chips on older 7nm process node that's eight years behind TSMC, stalling progress until at least 2026

US-led export restrictions are taking a toll on Huawei's AI Ascend and Kirin chips - now stuck at 7nm until 2026.

Tom’s Hardware

US Congressman accuses SMIC of making 7nm chips for China, violating U.S. sanctions

Michael McCaul accuses SMIC of evading U.S. sanctions, helping Huawei, calls for investigation and more stringent export controls.

Tom’s Hardware

Huawei trying to poach TSMC employees with 3X salary

Huawei is attempting to poach TSMC employees by offering up to three times the going rate.

PC Gamer

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

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Tom’s Hardware

Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers. Workarounds including proxies and imports via other countries haven't stopped China from procuring large quantities of modern equipment.

Tom’s Hardware

Taiwan National Science Council believes China is 10 years behind TSMC

Although some believe SMIC is just a few years behind TSMC, Taiwan officials think differently.

Tom’s Hardware

China's 3D NAND leader YMTC gradually switching to homegrown chipmaking tools

While China-based YMTC increases share of domestic tools, it still cannot reject equipment made in Europe and the U.S.

Tom’s Hardware

China's SMEE files patent for an EUV chipmaking tool — tool aims to break the shackles of ASML export restrictions

Shanghai Microelectronics Equipment patents key components of an EUV lithography tool.

Tom’s Hardware

Taiwan accuses Chinese chip manufacturing tool companies of poaching engineers from Taiwanese companies

Taiwanese intelligence says that Naura Technology and others illegally poach engineers from Taiwanese high-tech firms to boost the Chinese semiconductor industry.

Tom’s Hardware

Blacklisted Huawei posts record profits despite U.S. sanctions — Chinese tech giant raked in $7.7B in net profit in 1H 2024

Huawei seems to be adapting to U.S.-imposed sanctions as it posts record profits.

Tom’s Hardware

Dutch government to ban ASML from servicing installed wafer tools in China

ASML's advanced DUV tools installed at Chinese fabs may become inoperable next year if the Dutch government bans their service by ASML.

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