chips

Tariffs on imported chips will soon come into force

by

The US administration responsible for the deployment of tariffs does not rest. Last Friday and near midnight, the US Customs and Border Protection Office He published a statement in which he officialized that some electronic devices and strategic components They were temporarily exempt from tariffs. Of all of them. Of 10% global applied to most of the planet’s countries, and also of the very tariff that penalizes Imports that come from China. This villantazo of the Government of Donald Trump is unexpected in the context of confrontation that the US maintains not only with the country led by Xi Jinping, but essentially with all the nations with which it maintains commercial relations. However, it makes sense. One of the categories of strategic components that at the moment are exempt from these taxes are semiconductors. The business of many US technology companies depends on the integrated circuits that import from Taiwan, China or South Korea, and tariffs They have the ability to compromise it. Tariffs will soon reach the imported integrated circuits With all Apple, Nvidia, AMD, Qualcomm, Broadcom and many other US companies whose activity depends largely on semiconductors made in Asia They have breathed relieved after knowing the exemption from which the chips benefit. However, joy must last little. And just a few hours ago President Donald Trump has confirmed That during the week we have just started, it will announce the tariff rate with which it will finally tax the imported integrated circuits. The Government led by Donald Trump seeks to reorganize the global semiconductor industry He has also anticipated that some companies in the semiconductor industry will have some flexibility, although they have not specified those companies or to what extent they can continue to import integrated circuits by avoiding tariffs. We will have to wait a little longer to have this information. As it is, it is evident that the government strategy led by Donald Trump pursues Reorganize the global chips industry To ensure that the US does not need to import any integrated circuit of critical value, such as those used by their companies to train models of artificial intelligence (AI) or develop advanced armament. The challenge that the US administration has ahead is that the relocation of an important part of the chips production infrastructure and the reorganization of supply chains cannot be carried out in a short time. This is the authentic reason why the Government has been forced to release the critical components needed by their tariff companies. All this does not respond to any elucubration. Trump has expressed it With total clarity a few hours ago. “We wanted to simplify it for many other companies because we want The entire supply chain of electronics in the next tariff investigations for the good of national security “, Donald Trump has sentenced. Thus paints the panorama. In a period not exceeding two months, the US will definitely announce to which tariffs both semiconductors and other critical technological products from China will be subjected. We will keep the expectation until then. More information | Reuters In Xataka | Nvidia will continue to sell its H20 GPU in China. It has cost a dinner of 1 million dollars per diner

If you do not build its Arizona chips factories, you will face tariffs up to 100%

by

Donald Trump Does not take care of your effort with TSMC. During the electoral campaign the current US president said on several occasions that he was determined to make the decisions that were appropriate so that the country that now governs Recover the leadership of the semiconductor industry. Untilly entered the 80s of the last century, it had some of the most robust companies in this sector, such as Intel, Texas Instruments, IBM or Motorola, but little by little it was giving control of a market that Now it is in Asia’s hands. TSMC currently has a global fee of approximately 60% and manufactures avant -garde chips for many US companies, such as Apple, Nvidia, AMD, Broadcom or Qualcomm, among others. This Taiwanese company has factories in the US, such as the Phoenix (Arizona) plant that is about to start the large -scale production of Integrated 5 nm circuits In the N4 lithographic node, but a good part of the semiconductors that he gives to their American clients leave their Taiwan plants. Donald Trump wants to end this strategy. This statement He did it on January 27, a few days after returning to the White House and starting his second presidency: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want you to return. We do not want to give them billions of dollars Biden. Tariff up to 100% to TSMC are still on the table The stir that has triggered The tariff strategy of the US government throughout the planet during the last week is not precedents. But in terms of integrated circuits in general, already TSMC in particular, Donald Trump has not modified his least. The statement you have made Just a few hours ago during an event of the National Republican Committee of Congress, it places TSMC again in the Center for Care despite the planning to build several more plants in Arizona in the medium term. “If they do not build their plant here they will pay a great tax. Maybe 25%. Or 50%. Or 75%. Or even 100%” “I did not give TSMC money. It is a great company. The most powerful in the world. The largest chips company on the planet (…) is spending 200,000 million dollars in Arizona by building one of the largest plants in the world. All that without money (USA). All I did was: ‘If they do not build their plant here they will pay a large tax. Maybe 25%. Or 50%. Or 75%. Or even 100%“, Donald Trump has argued. It is evident that the goal of having forced TSMC is being pointed out to settle in Phoenix with the purpose of producing avant -garde chips in the US in the US in the US already manufactured to those already manufactured in Taiwan. Trump does not strive in the least to take care of forms. His statements, that of January and yesterday, threatenly threaten TSMC. As I mentioned a few lines above, the first plant of this company in Phoenix is ​​about to manufacture large -scale chips, but its plan does not end here. The second factory will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and will produce chips in the N2 (2 nm) node. In addition, the TSMC production infrastructure in Arizona will have two advanced chip encapsulated facilities and an R&D center. At the current situation it is unlikely that this company renounces this project. Image | TSMC More information | Reuters In Xataka | Intel’s plan in front of an unattainable TSMC: beat Samsung and consolidate as the second largest chips manufacturer

Chinese memory chips manufacturers are a nightmare for the US and South Korea. There is a lot at play

by

Yangtze Memory Technologies Co. (YMTC) is one of the largest memory chips manufacturers in China. Its quota in the global market is approximately 6%so it is far from South Korean companies Samsung and SK Hynix, and also from the American Micron Technology, the three companies that lead this sector. Even so, Its weight in the Chinese market is very largeespecially because US sanctions They prevent American and South Korean memories manufacturers selling their most sophisticated integrated circuits to their Chinese clients. YMTC is in the spotlight of the US administration for more than two years. In fact, at the end of 2022 the Department of Commerce led by Gina Raimondo He decided to include this company in his blacklist because he had managed to develop an ambitious 128 layer memory chip. Currently YMTC is one of the companies that have the most advanced semiconductor manufacturing technology in China, and curiously, According to Techinsights He has reached this position without resorting to foreign technology. Not even Asml’s. YMTC aspires to intimidate the leaders of the memory chips market This achievement seems to have been possible because YMTC has the complicity of three of the most important Chinese lithography equipment: Naura Technology, Amec (Advanced Micro-Fabrication Equipment Inc. China) and Piotech Inc. The most shocking thing is that according to Techinsight analysts, which is a Canadian communication platform intimately linked to the semiconductor industry and with Great credibilityYMTC has managed to put avant -garde memory chips capable of rivaling the most advanced foreign solutions. YMTC has published about 20 new patents in which it describes processes that seek to increase efficiency And it has managed to refine its technology of stacking of memory cells in layers known as ‘xtacking’ until reaching a level of performance in its integrated nand type circuits similar to that of the comparable memories of Samsung or SK Hynix. However, this is not all. According to SCMPYMTC has recently published about 20 new patents in which it describes processes that seek to increase efficiency and optimize chips stacking structures. It is evident that the development of the technological capacity of Chinese manufacturers of integrated memory circuits represents a threat to Samsung, SK Hynix and Micron Technology. However, YMTC is not the only Chinese company with the ability to put in trouble the manufacturers of South Korean and American memory chips. Changxin Memory Technologies (CXMT) is one of the Chinese companies specialized in the production of memory chips, and, like other companies in the country led by Xi Jinping, it has chosen to compete in this market so attractive deploying a very aggressive pricing policy. CXMT in particular has increased its production capacity of DRAM chips almost five times during the last four years, which has allowed it to increase its global market share until it reaches a very worthy 9%. This growth has placed this company just behind Micron Technology if we stick to its market share, so it is already the fourth largest memory chips manufacturer on the planet. To curl the curl even more The Chinese government is supporting economically to its manufacturers of this type of semiconductors in response to the sanctions deployed by the US and its allies, so the competitiveness of Chinese companies is upwards. More information | SCMP In Xataka | China needs to develop a new type of immune chips to US sanctions. And their scientists have just achieved it

The new US tariffs penalize Taiwan almost as much as China. And its chips industry is the most damaged

by

The tariffs imposed by the administration led by Donald Trump They are here. The current US president has used this pressure tool throughout his electoral campaign, and just two and a half months after returning to the White House is running your promise. These taxes affect most of the countries with which the US maintains a commercial relationship, among which Spain is, but Taiwan presumably is One of the most damaged. And it is that the Trump government is determined to do everything necessary for the US to recover leadership in the semiconductor manufacturing industry. At the moment In Asia they occur 90% of memory chips, 75% of microprocessors and 80% of silicon wafers. However, the most outstanding country in this continent in this sector is Taiwan, with a production of 90% of high integration chips and 41% of microprocessors. This is the exemplary punishment to Taiwan: some tariffs of 32% The US administration is already taking the necessary measures to cause US companies to buy integrated circuits made of homeland. The tariffs you are approving They largely pursue this objective, and, despite the alignment in the geopolitical field that support the US and Taiwan, the manufacturers of Taiwanese chips are not at all safe from the tariffs. In fact, Donald Trump made a statement at the end of January which he presented his intentions with total. “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US” “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; Now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have billions of dollars. They don’t need money; They need an incentive. And the incentive will be that they do not want to pay a tax of 25, 50, or even 100%, ” The current US president declared. The near future of which speech has already arrived. As explained The countryon Vietnam there are 46%tariffs; About Cambodia, 49%; over China, 34%; and about Taiwan, 32%. The case of the nation led by Xi Jinping is a bit special because the new tariffs approved by the administration of Donald Trump are added to those who had been deployed by the US government previously, which makes a total of 54%. Even so, to some extent it is surprising that Taiwan comes out so disadvantaged. In any case, in regard to this last country, this measure is consistent with the statements in which Donald Trump anticipated that he wants the US to recover leadership in the semiconductor industry. However, Taiwan still has an oxygen ball, although It seems that it will not last long. And is that an epigraph of the newly announced tariff plan Expressalthough in an unclear way, that tariffs for some specific products, such as semiconductors or medicines, will not yet come into force. In that case they will presumably be temporarily subject to the universal tariff of 10%. In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

China is already unstoppable. It is finishing an ultraviolet light mega -source to make avant -garde chips

by

China has been engaged in its own “Manhattan project”. Unlike the plan that executed USA during World War II, it is not dedicated to the creation of nuclear weapons (China has them since the mid -60s of the last century); It seeks to put in the hands of Chinese companies the ability to MANUFACTE INTEGRATED VANGUARD CIRCUITS comparable to the most advanced currently produced in Taiwan, USA, South Korea or Japan. The sanctions that have deployed US governments and the Netherlands They prevent the Dutch company Asml extreme ultraviolet (UVE). Without them Chips Chinese, such as SMIC (Semiconductor manufacturing international corp), Hua Hong Semiconductor, China Resources Microelectronics or Guangzhou Zensemi cannot produce integrated circuits comparable to those who are already manufacturing TSMC, Intel or Samsung. China needs to have Your own UVE photolithography teams as soon as possible. Its economy, and, above all, its technical and scientific development are at stake. The problem is that developing this machine is very complex. In fact, Asml took more than two decades put it up. And he had the economic support of his best clients (TSMC, Intel and Samsung), as well as the collaboration of several owners of avant -garde technologies, such as the German Zeiss, which manufactures the optical elements of the lithography machines, or the US company of American origin, which produces the ultraviolet light source. China is finishing a gigantic syncrotron that will produce UVE light In the middle of last March several Asian media collected a photograph taken at the Huawei Research Center in Dongguan, in the province of Canton, in which it appeared The prototype of a UVE lithography team Designed and manufactured entirely in China. Presumably this machine is similar to those produced by ASML, which invites us to anticipate that for 2026 the country led by Xi Jinping will have the ability to produce advanced chips on a large scale. However, China’s plans do not end here. And it is that the Chinese Academy of Sciences is finishing the one that is undoubtedly the most ambitious project of those who are developing the Chinese semiconductor industry. According to Dr. Kiman expert in the manufacture of integrated circuits who has worked in Samsung and that He currently investigates for TSMC in the USChina is about to reach a “Deepseek” in the field of integrated circuit industry. This simply means that it is preparing to reach a disruption that has the potential to place this Asian country at the same height as the US, Taiwan or South Korea. UVE light has the ability to make the manufacture of integrated circuits with a higher resolution than UVP light However, China’s strategy to produce avant -garde chips is very different from what their rivals have used until now. As we have seen, each of the ASML UVE machines incorporates its own ultraviolet light source, but the Chinese Academy of Sciences seeks to generate this important radiation to produce advanced chips using a syncrotron, which is nothing other than a circular particle accelerator that is used to analyze atomic level the properties of matter, such as various types of materials, or, even, even, of proteins. It’s called heps (High Energy Photon Source or high -energy photons source), it is in Beijing and we can see it in the cover photography of this article. An important note before moving forward: the ultraviolet light (UV) is responsible for transferring the geometric pattern that contains the design of the chips to the Silicon wafer. This means, in broad strokes, that UVE light has the ability to make possible the manufacture of Integrated circuits with a higher resolution that the light of deep ultraviolet (UVP) that use the previous generation lithography machines that China has in their hands. And a greater resolution in practice implies that it is possible to produce semiconductors with more transistors, and, therefore, more sophisticated and powerful. A priori we can think that a particle accelerator has nothing to do with the manufacture of integrated circuits, but we would be overlooking something very important: the Heps syncrotron has the ability to produce high power UVE light. In fact, it is a source designed to generate a large amount of radiation. China’s plan is to place several semiconductor manufacturing plants around particles to which The syncrotron will deliver the UVE light in the same way that a power plant delivers electricity to its customers. That simple. The date on which China plans to start this megaphabrum of avant -garde semiconductors has not yet leaked, but as we can see in photography, it is already very advanced, so we can take it for granted that it will enter into production soon. Image | Dr. Kim More information | Dr. Kim In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

In just a few days Rapidus will begin operating a pilot line of 2 Nm chips

by

Rapidus is a very young company. It was founded on August 10, 2022 by the Japanese government with an initial capital of 7,346 million yen (just under 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, SoftBankKioxia, Denso, Nippon Telegraph and Mufg Bank. The initial capital invested in the constitution of this company is not very bulky, but there is no doubt that the companies that participate in it have an indisputable relevance in the sectors of technology, automotive and telecommunications. The relevance of this organization, in any case, lies in the role entrusted to him by the government currently led by Shigeru ishiba. And this is the company with which Japan aspires to recover competitiveness in the semiconductor manufacturing industry that had three decades ago. Its economy is at stake. In fact, this Asian country began to deploy its strategy to reinforce its integrated circuit industry more than two years ago, so the first results begin to see the light. Rapidus is ready to start the manufacturing tests of avant -garde chips Japan is currently investing more money in its sector of integrated circuits than the US, Germany, France or the United Kingdom. Not in terms of net value, but its effort is greater if we weigh the investment of these countries on their gross domestic product (GDP). The US dedicates 0.21% of its GDP to its semiconductor industry, and Germany 0.41%. France, according to Nikkei Asia0.2%, and, finally, the United Kingdom 0.04%. The difference is very significant and puts on the table the effort that Japan is making with 0.71% of its GDP. Private investment has a very important role in the economic support of Rapidus Today several solvent media, such as Nikkei Asia either BloombergThey have collected that the Shigeru Ihiba administration is preparing an injection of 5.4 billion dollars specifically for Rapidus. And, as we have seen in the first lines of this article, Private investment It has a very important role in the economic support of this company. In any case, the most interesting is what Rapidus already has. And it is that the state -of -the -art semiconductor production plant that has taken to point in northern Japan, in the city of Chitose (Hokkaido), will begin in April the wafering processing tests in a pilot line. The directive’s directive plan is to start large -scale production of 2 Nm semiconductor In 2027. If he succeeds, this company will get recorded in a record time to TSMC, Intel and Samsung, which a priori will be its main short -term competitors. In addition, what is causing the new Rapidus factory to monopol It will be completely automated. Its purpose is to resort to robots and artificial intelligence (AI) to tune an automated production line that will be specialized in the manufacture of 2 nm chips for AI applications. Its plan consists, in short, to produce integrated circuits faster, with a lower and more quality cost. More information | Nikkei Asia | Bloomberg In Xataka | Japan takes the initiative with nuclear fusion and sets an extremely ambitious date: the 2030s In Xataka | Japan has taken the carrier to dominate the chips industry. Prepare a 325,000 million dollar plan

TSMC always said that making chips in the US was more expensive than doing it in Taiwan. His Arizona plant denies it

by

Morris Chang is not infallible. No one is. This veteran Taiwanese engineer formed in the US is One of the most respected experts in the global semiconductor industry. After all, he founded TSMC at a historic moment, 1987, in which Taiwan occupied a very discreet position in the integrated circuit production market. His cunning is undeniable. After all, objectively has made very successful decisions at the head of TSMC. However, their forecasts are not always accurate. And is that on several occasions He has pointed out publicly That the production costs of their plants located outside of Taiwan will double in the future, which will have a direct impact on the price of the chips. This increase is a consequence of the increase in the price of energy, of the cost derived from workers’ salaries and the impact that inflation is having on the price of essential raw materials. Processing a wafer in Arizona costs TSMC less than 10% more than doing it in Taiwan In mid -April 2024 CC Wei, the executive who at that time held the reins of TSMC, clarified Morris Chang’s statements anticipating that the increase in costs derived from the manufacture of integrated avant -garde circuits in the plants that the company has outside of Taiwan would be assumed by both TSMC and its customers: “If my client wants to manufacture in a specific area (outside of Taiwan) then definitely TSMC and the client himself will have to share the increase in costs (…) We are already discussing it with our customers.” The performance of a lithographic node is crucial because it reflects its valid chip production capacity Chang and Wei’s statements have caused many analysts in the integrated circuit industry to follow the steps that this company has in Phoenix (Arizona) very closely. This avant -garde chips factory We were surprised in October 2024 When Rick Cassidy, the president of the TSMC American division, confirmed that its initial production performance had surpassed that of the comparable factories that TSMC has in Taiwan. The performance of a lithographic node is crucial because it reflects its valid chip production capacity, so that a high performance has a very beneficial impact on the competitiveness of semiconductor manufacturers. What was not yet clear was if the cost derived from the production of these semiconductors was perceptibly higher than that of comparable chips manufactured in Taiwan. Now an interesting report of Techinsightsthe respected Canadian analysis company that revealed that Huawei and SMIC had managed to produce Integrated 7 Nm circuitsshed light on this matter. According to G. Dan Hutcheson, Techinsight’s analyst signed by the article, producing a 300 mm wafer on his new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. Salaries are much higher in the US than in Taiwan, yes, but Chips factories are highly automated. And equip them with the lithography machines that require essentially costs the same in the US and Taiwan. There is no doubt about one thing: they are good news for American customers of TSMC, among which are Apple, Nvidia, AMD or Broadcom. Image | TSMC More information | Techinsights In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

It is its grounding chips manufacturing technology

by

The American Blackrockthe largest investment company in the world, is very interested in a very little known emerging company dedicated to the manufacture of Quantum computers. According to ReutersPsychantum, which is what is the name of this Startuphe has raised At least 750 million dollars Through an ambitious financing round in which Blackrock seems to have brought the singing voice, but has not yet concluded. That this gigantic investment company is interested in the business of a company dedicated to quantum computers is not striking. The surprising thing is that your attention has fallen to a Startup Very little known. However, it is enough to investigate the psychantum strategy to intuit where Blackrock’s interest comes from. And this is not a small research company in quantum machines. Not much less. Psychantum already produces quantum chips thanks to its alliance with Globalfoundries There is a very obvious difference between Psychantum’s strategy and that of other large companies which are also investing in the development of quantum computers. Google and IBM have opted for superconductor cubits. Ionq and Honeywell, however, produce quantum machines with ion traps cubits. But Psychantum does not use any of these technologies. His philosophy It looks much more like that of Intel than to the companies that I just mentioned. It is possible to manufacture semiconductor cubits using materials very similar to those used to produce conventional chips Intel and Qutech, the Institute for Specialized Research in Quantum Computing that belongs to the Technical University of Delft, in the Netherlands, They demonstrated just a year ago that it is possible to manufacture semiconductor cubits through industrial procedures and using materials very similar to those used for produce conventional chipslike silicon oxide. Psychantum has also achieved it. In fact, he has forged an alliance with one of The main semiconductor manufacturers From the planet: the American firm Globalfoundries. And, apparently, together they are working on the development of the technology of Fotonic silicon to apply it to the production of integrated circuits endowed with quantum properties. This strategy has a very evident advantage against the production of cubits that require exotic materials: it allows to manufacture quantum processors with much more simplicity. In fact, It is feasible to produce them on a large scale through industrial procedure. This is precisely the Psychantum and Globalfoundries Plan. However, there is something else. On paper, semiconductor quantum chips have the ability to facilitate scaling in the number of cubits. And gathering more cubits in a single quantum processor is important not only to have more calculation capacity, but also to make possible the arrival of the first chips of this type equipped with the ability to amend their own mistakes. All this is what is at stake. There is no doubt that Blackrock knows very well where he gets. Image | Psychantum More information | Reuters In Xataka | After triumphing with its chips for AI, Nvidia has set another disruptive technology: quantum computers

The authentic responsible for China can make avant -garde chips is an almost unknown company: Sicarrier

by

During the last year and a half Huawei and SMIC have monopolized much of attention in the scope of the semiconductor industry. These two Chinese companies have worked together to develop the technology they needed to produce integrated 7 nm circuits using equipment deep ultraviolet lithography (UVP) that produces ASML. SANCTIONS TO CHINA from the United States and the Netherlands prevent this Dutch company from selling their most advanced machines to their Chinese clients, so none of them have access to their equipment extreme ultraviolet photolithography (UVE). The latter are adequate to manufacture 7 Nm chips on a large more advanced integration technologies. Nevertheless, Huawei and SMIC have managed to produce them using UVP equipment thanks to a technique known as Multiple patterning. Broadly this technology consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity, although it works. Sicarrier is the Chinese company backed by the government behind this milestone During the last days several Asian media, such as SCMP either Nikkei Asiathey are giving visibility to a Chinese manufacturer of practically unknown lithography equipment that aspires to be the protagonist of Semicon China. This fair is dedicated to the semiconductor industry and will be held this week in Shanghai (China). A priori is surprising that Sicarrierwhich is what this company is called, it is attracting so much attention, but if we investigate a bit we will discover what makes it so special. The technology used by Huawei and SMIC to manufacture 7 Nm integrated circuits derives from a sicarrier patent The first reason is that it is a company that, according to the media that I have mentioned in the previous paragraph, is closely linked to Huawei, although its ties are not entirely clear. What we do know is that it has the economic support of the Shenzhen administration. And, what is more important, than the technology used by Huawei and SMIC to manufacture 7 Nm integrated circuits derives from a patent from sicarrier which seeks to make possible the production of 5 Nm chips using UVP lithography equipment. Although it was founded in 2021, during the last four years Sicarrier has maintained a very low profile. And there is no doubt that it is an express choice of its directive dome. Gives the feeling that the Chinese government wanted to happen as unnoticed as possible, and makes sense to be so if we are in mind that, according to Nikkei AsiaSicarrier’s goal is to compete with the manufacturers of lithography equipment that lead the market, among which are the Dutch company ASMLthe Japanese Tokyo Electron or the American Apply materials. It will be interesting to check this same week if the teams that will be released in Semicon China are up to expectations. Image | Sicarrier More information | SCMP | Nikkei Asia In Xataka | This is China’s big problem with chips: Huawei will manufacture its Kirin X90 for PC using the 7 Nm of SMIC

The US suspects that Nvidia chips are arriving in China through Malaysia: it has decided to take action on the matter

by

The United States and China fight an increasingly aggressive commercial war. In this pulse, both have imposed export controls to protect strategic sectors. Washington focuses on the most advanced chips, While Beijin responds with critical minerals restrictions. They seem firm measures, but everything indicates that they are not being fulfilled to the letter. Chinese is avoiding restrictions. At the beginning of last year we learned that the popular liberation army He had managed to do with the most powerful NVIDIA GPUs, among which were the GPU A100 and H100. This was particularly relevant because the export of these products is prohibited by the US Department of Commerce. {“Videid”: “X8WLH9Q”, “Autoplay”: False, “Title”: “United States vs. China: The chips war”, “Tag”: “Webedia-prod”, “Duration”: “1611”} And they were not only the Chinese armed forces: also universities and research centers controlled by the government were using prohibited products. Washington believes that this has been possible by different ways, but concluded that the main channel were intermediary countries that collaborate with the Asian giant. First Singapore, now Malaysia. As The Economist points out, Singapore was one Of the countries that raised suspicions, simply because the figures did not square. In the last quarter of 2023, Nvidia multiplied by five shipments to customers in Singapore compared to the same period of the previous year, which suggested a possible detour to Chinese users. HGX H200, one of Nvidia’s most advanced products Now the focus is in Malaysia. According to Financial TimesThe United States suspects that many of the Nvidia chips enter the country end up in Chinese hands, avoiding current commercial restrictions. Given this scenario, Washington has begun to press the Malaysian government to control the trail of these latest generation chips. Tracking shipments is not so easy. The Minister of Commerce, Tengku Zafrul Aziz, has taken note of the requirement of the US and, he explains, has formed an interministerial working group to collaborate. However, he warns, that tracing chips shipments along the supply chain is not as simple as it seems and that it is a broad effort. Malaysia has become One of the great world epicenters of data centers, which explains the massive arrival of chips for the facilities that support companies such as Microsoft or Bytedance, the Tiktok matrix. According to Aziz, Washington is also promoting internal measures to reinforce control over the supply chain. In Xataka The general director of AMD is in China with one purpose: to snatch the AI ​​market to NVIDIA Waiting for results. For now, it remains to be seen if the pressure of the North American country will take effect. Malaysia has reasons to cooperate: a commercial retaliation could put its flourishing data centers at risk. Fulfill could simply be a way to protect your strategic position on the global technological map. The US does not want to give the arm to twist. The United States is doing everything possible to limit China’s access to avant -garde chips, mainly because of the Dual use risk: civil technologies that can also be applied in the military field. The concern is that these advances end up reinforcing the defensive and offensive abilities of the Chinese army. Images | Nvidia + Photoshop In Xataka | China and Russia are squeezing better than anyone the Nvidia GPUs thanks to a material need: they are vetoed (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news The US suspects that Nvidia chips are arriving in China through Malaysia: it has decided to take action on the matter It was originally posted in Xataka by Javier Marquez .

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.