All articles tagged with #us china chip war
Huawei announced a multiyear plan to challenge Nvidia in AI hardware, unveiling new SuperPod clusters capable of linking thousands of Ascend neural processing units, with upcoming chip generations and self-designed high-bandwidth memory, as part of China's push for self-reliance amid US export restrictions on advanced semiconductor technology.
Despite escalating tensions between the US and China, American chipmakers continue to rely on the Chinese market for significant revenue, with companies like Intel, Broadcom, Qualcomm, and Marvell Technology generating more income from China than the US. The US has imposed export controls to limit China's access to advanced chip technology, particularly in AI applications, but American chipmakers have navigated these restrictions by modifying products for the Chinese market. Meanwhile, China is investing heavily in its domestic semiconductor industry and encouraging its firms to buy locally made chips, posing potential market share concerns for foreign companies.
The US-China chip war could impact South Korea's chip giants, Samsung Electronics and SK Hynix, as China accounts for a large chunk of their production capacity. However, Fitch Ratings believes there shouldn't be long-term disruptions as Korea will become the main location for the two companies' expansionary investment and technology upgrades. The two chip giants obtained one-year waivers from the US to continue importing advanced tools for their China plants until October. The report also said Samsung and SK Hynix "may benefit from higher chip prices within China as a result."