/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

Sources: TSMC, the biggest contract chipmaker, has halted new orders from Huawei in response to new US export controls; orders placed before are not impacted

Cheng Ting-Fang / Nikkei Asian Review :

Nikkei Asian Review Cheng Ting-Fang

Discussion

  • @tom_fowdy Tom Fowdy on x
    Just two days before the newest Huawei restrictions came out, it was announced that China's SMIC had in fact successfully developed the country's first advanced chipset which the company was previously relevant on TSMC far. That's cutting edge timing. https://www.xda-developers.c…
  • @guolibrary @guolibrary on x
    #TSMC, the world's largest contract #semiconductor maker, reportedly stops taking new orders from #Huawei, its 2nd largest customer, after new #US export controls. It means more difficult for Huawei to obtain #chips produced using U.S. technology. https://techcrunch.com/...
  • @arjunkharpal Arjun Kharpal on x
    The new US rules require foreign manufacturers using U.S. chipmaking equipment to get a license before being able to sell semiconductors to Huawei. There is no indication that the U.S. will grant licenses either. That will apply to Taiwanese contract chip manufacturer TSMC.
  • @arjunkharpal Arjun Kharpal on x
    The problem for Huawei is it relies on TSMC for nearly all of its chips for smartphones in particular. @neiltwitz estimates around 98% of Huawei's smartphone-related chips manufactured by TSMC. So what are Huawei's options? Look to diversify, right? Very tough task because...
  • @arjunkharpal Arjun Kharpal on x
    While Huawei designs chips in-house, via its HiSilicon division, those are actually made by TSMC. Chips are a critical part of a swathe of Huawei products from 5G base stations (required to build mobile networks) to its smartphones. So the new rules could hit a huge part of biz
  • @arjunkharpal Arjun Kharpal on x
    A thread on the new US rules around chip exports to #Huawei and the impact it could have. The short version: A potentially huge blow to Huawei. This is one of the biggest moves Washington has made against the Chinese firm. https://www.cnbc.com/...