SMIC should not have supplied Huawei Kirin 9000s processor, says U.S. lawmaker.
China’s SMIC Allegedly Violated U.S. Sanctions Selling Chips to Huawei
Related:
China’s Top Chipmaker Appears to Have Violated Sanctions, US Congressman Says
For as long as the chip war between the United States (US) and China has been going on, the latter has done little to nothing to retaliate. Many viewed Beijing’s nonchalant stand as a way to avoid hurting Chinese ambitions in telecoms, artificial intelligence, and other related industries.
The US-China chip war is about to get thornier
The Biden administration unveiled tight restrictions on new operations in China by chipmakers that get federal funds to build in the US, potentially hampering efforts to expand in the world’s largest semiconductor arena.
Biden Stunts Growth in China for Chipmakers Getting US Funds
America’s $52 Billion Plan to Make Chips at Home Faces a Labor Shortage
Another possible fix would be to keep people in the workforce longer, by raising the age at which workers can begin collecting Social Security or tapping into their pensions or 401(k)s. Yet Harry Holzer, a former US Department of Labor chief economist now at Georgetown University, says that neither feels politically feasible right now. Immigration has been a toxic issue in American politics for years, and Social Security has long been an untouchable entitlement. “None of that is doable,” Holzer says, which means “our labor force growth is going to continue to be modest.”
Related:
How manufacturing chips in the US could make smartphones more expensive
Morcos says a top concern of his is the narrowness of the CHIPS Act. Without bringing related device manufacturing back to the U.S., such as device batteries, sensors, cameras, antennas, and hundreds of other components, the manufacturing process could require the most critical component to be produced stateside, then shipped overseas to be assembled with hundreds of other components into a device that is then shipped back to the U.S. for the American consumer.
Work longer, for less pay, and you still won’t be able to afford the latest smartphone or laptop?! 🤷🏼♀️
Political Talk Show Host Garland Nixon issued one of his satirical breaking news tweets that said Biden has ultimate destruction planned for Taiwan. The tweet set off a firestorm of action in Taiwan as officials thought it was real. Garland joins host Clayton Morris for a discussion over how this tweet made such an impact.
BREAKING NEWS! Biden announces STUNNING news on China, Taiwan flips out | Redacted w Clayton Morris
Garland was even ‘fact-checked’ by USAGM’s propaganda mouthpiece, POLYGRAPH.info. Didn’t know that they even had a ’fact-checking’ site until I saw it mentioned in Snopes.
Related:
China Says US Must Provide A Clear Explanation Of ‘plan For The Destruction Of Taiwan’
After the US levied sweeping restrictions against China’s semiconductor manufacturing industry last autumn, opportunities are emerging for other countries to bolster their positions in the supply chain for this critical component of the global economy and linchpin of future technologies like artificial intelligence (AI) and next-generation computing.
Emerging Markets Aim To Capitalize On Shifting Semiconductor Supply Chains
Only one U.S. semiconductor plant! 😠
Upon becoming president of the United States, Joe Biden immediately set forth to promote “rule-based international order,” ostensibly for the world community, but the message was really intended for China. The “world order,” according to Biden, was for Beijing to conduct its foreign affairs in line with Washington’s expectations.
US Pushes ‘Rule-Based Disorder’
For the U.S., it is unthinkable that semiconductor behemoth TSMC could one day be in territory controlled by Beijing, writes Maria Ryan.
One aspect of U.S. House Speaker Nancy Pelosi’s trip to Taiwan that has been largely overlooked is her meeting with Mark Lui, chairman of the Taiwan Semiconductor Manufacturing Corporation (TSMC). Pelosi’s trip coincided with U.S. efforts to convince TSMC – the world’s largest chip manufacturer, on which the U.S. is heavily dependent – to establish a manufacturing base in the US and to stop making advanced chips for Chinese companies.
Big Chip in US-China Crisis
TSMC To Become NVIDIA’s Sole GPU Supplier In 2022
The Taiwan Semiconductor Manufacturing Company (TSMC) is set to rapidly grow its market share by the end of this year according to a fresh report from Korea. TSMC is the world’s largest contract chip manufacturer, as it is responsible for supplying semiconductors to most of the world’s largest technology firms. This list includes the Cupertino, California consumer electronics giant Apple, Inc along with chip designer Advanced Micro Devices, Inc (AMD). Additionally, TSMC is also in partnerships with Intel Corporation and Qualcomm Incorporated, both crucial players in the modern day semiconductor industry.
Now, it appears as if the Taiwanese company might soon be responsible for supplying NVIDIA Corporation with all of the latter’s graphics processing units (GPUs). NVIDIA already has a partnership with TSMC for some of its products, but purported problems at the company’s other chip supplier, the Korean firm Samsung Foundry, will force it to switch sides completely to TSMC according to Business Korea.
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The complete switch to TSMC, if true, is ironic since NVIDIA had originally intended to retain some power over suppliers by diversifying as much as it could. TSMC and Samsung are the only two companies in the world that manufacture and sell chips built through advanced technologies (below 7nm) to other firms. NVIDIA is rumored to have agreed to pay as much as $10 billion to TSMC for jumping to the 4nm ship, and the company is also reportedly in talks with Intel Corporation for the latter’s Intel Foundry Services (IFS) plans that will mark Intel’s entry as another player in the contract chip manufacturing industry.
Heard someone say that NVIDIA doesn’t rely so much on TSMC, anymore, but it turns out not to be true. Maybe they meant that they didn’t rely on Samsung, anymore?! On another note, looks like Pelosi dumped some Apple stock before she bought and sold Nvidia.
Related:
TSMC celebrates the near completion of its 5nm Chip Manufacturing facility in Arizona
The company’s Arizona facility would begin mass production in the first quarter of 2024, according to TSMC Chairman Mark Liu’s announcement from the previous year.
The chips made in Arizona are likely purchased by Nvidia, Qualcomm, and Apple. The new Arizona facility should theoretically enable Apple to produce its 5nm bespoke silicon chips for the first time in the country.
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The Arizona facility will be the business’s second production location in the United States. Although TSMC’s primary factories are in Taiwan, the company also has a factory centre in Washington, a design centre in Austin, Texas, and two design centres in San Jose, California. For more updates, follow TechGenies.
Third, the CHIPS Act actually has provisions designed specifically to restrict investments in China. These so-called “guardrails” require that companies taking federal dollars for American projects must also agree not to invest in state-of-the-art technology in China—not just with the federal dollars, with any dollars. Good-faith critics have raised fair concerns that these guardrails should be broader, tougher, and firmer. But any guardrails at all represent unprecedented restrictions on what U.S. companies can do in the People’s Republic. It’s one thing to say an ideal bill would hurt China even more; it’s quite another to try and claim that less-than-perfect restrictions count as “help.”
Ms. Cat’s Chronicles 
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