EU and US step up collaboration on tech and supply chain issues
The second EU-US Trade and Technology Council (TTC) meeting in Paris fleshed out various areas of transatlantic cooperation, including semiconductor supplies and AI policy.
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semiconductor
US government frets about domestic chip sector amid continued shortages
A report by the US Department of Commerce warns the global chip shortage isn’t going away anytime soon, so the US needs to ramp up its domestic production.
China to bolster chip self-sufficiency with new Shanghai facility
China’s biggest chipmaker will be part of a joint investment of $8.87 billion to build a new fab facility in Shanghai to reduce the country’s reliance on overseas foundries.
Eurobites: Netmore plans LoRaWAN IoT network in UK
Also in today’s EMEA regional round-up: Nokia lands core gig at United Group; Arm sees sales soar; Community Fibre takes majority stake in Box Broadband.
Jay Y. Lee out of jail, but Samsung still saddled with uncertainty
Samsung’s heir apparent has been granted a parole, but when and how he could take the reins at Korea’s biggest chaebol is still not clear.
Huawei revenues dip 29% in third straight quarter of decline
Huawei has had its biggest-ever dip in revenue, from two years into Washington’s sanctions which battered both its network infrastructure and smartphone sales and the company’s crucial access to semiconductors.
American businesses urge Biden to reengage with China
Trade organisations called on the Biden administration to expedite its China policy reviews and to reopen trade talks with its main rival.
UK leaning towards blocking Nvidia’s Arm deal — reports
The planned $40bn merger could be in jeopardy over national security concerns.
Google to power new Pixel phones with own chip
Google will use a custom chip designed in house to power the next generation flagship Pixel smartphones, following in the footsteps of Apple and Samsung to rid themselves of the perceived limitations of off-the-shelf offerings.
Intel vows to regain chip leadership from TSMC and Samsung by 2025
Once dominant chip maker Intel shared its R&D and foundry roadmaps for the next four years, during which it plans to regain the global leader position, and unveiled two marquee customers in AWS and Qualcomm.
Rakuten says it will have “No More Secrets”
Rakuten’s CTO Tareq Amin told analysts and media that the company will soon disclose all prices it pays its suppliers, in a new drive for commoditisation of telecoms hardware and software.
UK to take a closer look at proposed Nvidia acquisition of Arm
Just four months after the US decided the giant semiconductor consolidation proposed by Nvidia needed closer inspection, the UK has agreed.
Intel moves into the foundry business – funny, that
The new CEO of US chip giant Intel has unveiled his turnaround strategy, which includes the creation of Intel Foundry Services.
FTC wants to take a closer look at Nvidia’s Arm deal
The Federal Trade Commission is asking Nvidia to submit more documents as part of its preparation for the competition investigation into the chipmaker’s $40 billion takeover of Arm.
China’s biggest chipmaker added to Entity List
SMIC has been formally added to the Entity List by the US Commerce Department, hitting the Chinese chipmaker’s access to American technology and equipment.
Samsung boosted by increased online life during lockdown
Samsung Electronics’ solid Q2 has benefited from strong demand for semiconductors by datacentres and PC markets to satisfied online activities that have surged during COVID-19 crisis.
Chip maker Analog Devices acquires Maxim for $20.9 billion
The all-stock transaction will value Analog Devices at more than $68 billion, though crucially, it offers the firm a bigger footprint in the automotive and data centre semiconductor segments.
Arm to spin off IOT units as Softbank continues to search for loose change
The official line is the move will allow Arm to give more attention to its core semiconductor business, but it will also allow financially strained parent-company Softbank to sell a slice.
US eyes $25bn plan to counter China chip surge at the expense of globalisation
It is increasingly becoming an ‘us or them’ situation, with tit-for-tat policies creating a fragmented ecosystem; an eye for an eye makes the whole world blind and no-one wins.
US targets Huawei semiconductor supply chain as 5G battle continues
With muted success in combating the sustained success of the Huawei juggernaut, the US has revealed its latest offensive play; attack the vendors semiconductor supply chain.
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