China’s semiconductor sector saw a steep one-third decline in funding inflows this year amid US restrictions on advanced chips and overcapacity concerns in legacy chips, according to data from a local industry research firm. In the first 11 months of 2024, the country’s chip industry recorded 677 investment deals, a decline of 35.9 per cent … Read more
The US spared China’s top producer of dynamic random-access memory (DRAM) from its latest round of chip export restrictions because of opposition from Japan, according to sources. The US Commerce Department’s Bureau of Industry and Security on Monday imposed an export ban on China over 24 types of chipmaking equipment and three categories of software … Read more
China’s efforts to develop home-grown artificial intelligence (AI) semiconductors are facing fresh setbacks as the US prepares to implement new rules restricting South Korean exports of advanced memory chips to Chinese companies. The mainland would find itself in a difficult position if the supply of high-bandwidth memory (HBM) chips from South Korea is cut off … Read more
“Memory chips are experiencing a significant impact from the rise of AI, with the main driver currently being the demand for HBM in data centres, but not yet from smartphones,” Simon Woo, managing director and coordinator of Asia-Pacific Technology Research at BofA Securities, told the South China Morning Post on Friday. That is projected to … Read more
ASML and Tokyo Electron machines are used to produce dynamic random access memory dies, which are stacked together to make HBM chips. The United States’ Under Secretary of Commerce for Industry and Security, Alan Estevez, oversees the country’s export controls. Photo: Getty Images The Biden administration has tried for years to limit China’s ability to … Read more
