Chip war: US exempts some Chinese firms from curbs in concession to Japan, sources say

Chip war: US exempts some Chinese firms from curbs in concession to Japan, sources say

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

Nvidia meets Chinese trade negotiator as fresh US chip sanctions loom

Nvidia meets Chinese trade negotiator as fresh US chip sanctions loom

Beijing’s top trade negotiator met the head of Nvidia’s global business operations on Monday, ahead of an expected escalation of US restrictions on China’s semiconductor industry, which reportedly could come as soon as this week. Wang Shouwen, the vice commerce minister who was a key member of China’s trade negotiation team during Donald Trump’s first … Read more

Semiconductor equipment giant ASML’s order book expected to benefit from AI chip boom

Semiconductor equipment giant ASML’s order book expected to benefit from AI chip boom

ASML dominates the global market for lithography systems, complex tools that use lasers to help create the tiny circuitry of semiconductors. It is the only maker of lithography systems using extreme ultraviolet (EUV) wavelengths, needed by TSMC to make the most complex processors for smartphones and AI chips. Christophe Fouquet took over as president and … Read more