SMIC asks for US permission to continue supplying Huawei
The spectacle of one Chinese company requiring US permission to do business with another Chinese company perfectly illustrates the paradox of globalisation.
The spectacle of one Chinese company requiring US permission to do business with another Chinese company perfectly illustrates the paradox of globalisation.
Performance chip maker Nvidia wants to buy chip designer Arm, but with many of Nvidia’s direct competitors also Arm customers it’s hard to see how the deal could be approved.
It has been reported that the US government is thinking of putting SMIC on its entity list, which would confer similar restrictions to those afflicting Huawei.
Taiwanese chip-maker Mediatek reportedly thinks it can supply Huawei without getting put on the US naughty step, but is double-checking just to make sure.
Yet another set of restrictions have been placed by the US on Huawei and anyone even slightly associated with it.
In February of this year the US Federal Trade Commission won a ruling that Qualcomm’s chip licensing practices were anticompetitive. That has just been overturned.
At a recent conference the head of Huawei’s consumer unit revealed that supplies of its smartphone processors have dried up.
US chip giant Intel reported strong revenues for Q2 2020, but a downbeat outlook compounded by its continued struggles with the 7nm process drove its share price down by 12%.
The apparent SoftBank fire sale looks set to continue with the rumour that even crown jewel ARM is on the table.
Much has been made of Nokia’s apparent exclusion from the Chinese 5G market, but a new deal with China Unicom indicates such reports may have been an exaggeration.
The world’s biggest contract chip manufacturer thinks it wouldn’t be a problem to replace Huawei as a customer.
The US move to impose a ban on any US tech being used in the production of Huawei chips has sent shockwaves through the semiconductor industry.
The mobile industry’s default semiconductor manufacturer is building its next fab in the US, a move that could have major geopolitical implications.
As global commercial Balkanisation ramps, countries are seeking to make themselves as self-sufficient as possible.
It looks like Huawei is seeking to diversify its supply chains beyond US influence by partnering with Franco-Italian STMicroelectronics.
Networking vendor Nokia seems to have concluded silicon design isn’t as much of an in-house strength as it had hoped.
The US Department of Commerce is said to be weighing new options to further limit Huawei’s access to the semiconductor technologies coming out the American companies.
Having once more failed at mobile, US chip giant Intel is doubling down on the datacenter, where artificial intelligence is expected to be ever more prominent.
The European Commission is in the process of investigating Broadcom for anticompetitive behaviour, but has imposed sanctions in advance of any conclusion.
5G has opened up a whole new channel for Qualcomm to flog its modems through and it seems to have got off to a decent start.
The @telecoms podcast is back from hiatus with @Huawei, Open Ran and #MWC21. Watch or listen to the full episode he hhttps://t.co/IunLo7M5tg
25 September 2020 @ 15:00:14 UTC
Huawei insists UK telecoms taskforce is nothing personal https://t.co/qJt7GYOr7f #5G #Regulation
25 September 2020 @ 13:58:33 UTC
Telco bosses tell UK government to 'get on with it' on fibre https://t.co/DTLrmvuNKd #Broadband #Fibre
25 September 2020 @ 11:19:02 UTC
Loading ...