Normale Ansicht

Received yesterday — 06. Januar 2026
Received before yesterday

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department

The U.S. Department of Commerce didn't renew the validated end-user status of these chipmakers, requiring them to acquire annual licenses to import chipmaking tools containing U.S. tech into their Chinese fabs.

Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions

31. Dezember 2025 um 19:21
Huawei used its New Year message to highlight progress across its Ascend AI and Kunpeng CPU ecosystems, pointing to the rollout of Atlas 900 supernodes and rapid growth in domestic developer adoption as “a solid foundation for computing.”

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

30. Dezember 2025 um 14:52
China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power

29. Dezember 2025 um 18:25
TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping production at two new fabs to meet strong demand from various customers.

TSMC's average wafer prices increased by over 15% each year since 2019, report suggests — gross profit margins increase by 3.3x in 2025 alone, facing no real challengers

29. Dezember 2025 um 16:37
EUV lithography era in chipmaking began in 2019 and there are no signs that this is going to stop as process technologies are getting more complex. However, there are fundamental reasons why TSMC's quotes are rising quicker than its costs and its customers are not leaving for other foundries.

TSMC chipmaking factories rocked by magnitude 7.0 earthquake that was the strongest in 27 years, but facilities escaped unharmed — company's earthquake protection measures pay off

28. Dezember 2025 um 18:40
Yesterday, the ground shook off the coast of Taiwan, slamming the country with the strongest earthquake in 27 years. The seismic wave registered 7.0 in Taiwan's scales, or 6.6 to 6.7 according to the USGS standard. Thankfully, according to reports, TSMC's factories are all intact, saving the world from yet another spike in chip prices.

China's reverse-engineered Frankenstein EUV chipmaking tool hasn't produced a single chip — sanctions-busting experiment is still years away from becoming operational

24. Dezember 2025 um 15:20
A reported attempt by a covert Chinese lab to reverse-engineer an EUV lithography scanner underscores that, despite access to scattered components, replicating ASML's EUV tools is effectively impossible without recreating the company's entire global supply chain, optics ecosystem, and proprietary software built over decades.

Nvidia prepares shipment of 82,000 AI GPUs to China as chip war lines blur — H200 shipments with 25% tax to begin as US loosens restrictions

23. Dezember 2025 um 18:54
Nvidia is preparing to deliver up to 80,000 H200 AI chips to China before the Lunar New Year holiday, marking the first time this level of silicon would be legally exported to the country since 2022.

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