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01.01.26 - 07:12
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US grants TSMC annual licence to import American chipmaking tools into China (SCMP)
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The US government has granted an annual licence to Taiwan Semiconductor Manufacturing Co (TSMC) to import American chip manufacturing equipment to its fabrication facilities in Nanjing, the capital of eastern China's Jiangsu province, according to the company.
The approval “ensures uninterrupted fab operations and product deliveries”, TSMC, the world's largest contract chipmaker, said in a statement on Thursday to Reuters.
South Korea's Samsung Electronics and SK Hynix have also received......
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31.12.25 - 14:30
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ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars (ZeroHedge)
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ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars
ByteDance plans to purchase 100 billion yuan ($14 billion) in AI chips in 2026, up from 85 billion yuan in 2025, with the bulk of spending directed toward Nvidia hardware, according to the South China Morning Post. The plan hinges on Beijing approving sales of Nvidia's H200 GPUs in China. If approval is granted, Nvidia would need to scale up production of the China-tailored H200 with its manufacturing partner, TSMC (Taiwan Semiconductor Manufacturing Company).
The Trump administration recently authorized exports of H200 AI chips to China under a controlled licensing rule, marking a significant shift from prior export curbs. Despite U.S. approval for exports, Beijing has not yet formally approved purchases of H200s by Chinese firms, and reports indicate that access may be restricted or that imports of AI chips may be discouraged to protect its domestic semiconductor industry.
SCMP reports that ByteDance is p...
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31.12.25 - 10:06
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Nvidia asks chipmaker TSMC to ramp up H200 production as China demand jumps, sources say (SCMP)
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Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) to ramp up production, sources said.
Chinese tech companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said.
The exact additional volume Nvidia intends to order from TSMC remains unclear, they......
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31.12.25 - 04:30
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TSMC 2nm Process to Begin Mass Production in 4Q as Scheduled (AAStocks)
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TSMC (TSM.US) announced that its 2nm process technology will begin mass production in 4Q25 as scheduled. The 2nm process will become the industry's most advanced semiconductor technology in terms of density and energy efficiency. This technology utilizes nanosheet transistor structure to provide performance and power consump......
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31.12.25 - 02:06
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The chip industry in 2025: Boom, rivalry, and a fragile new order (Digitimes)
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In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile, China accelerates its push for self-reliance as US export restrictions tighten. The DIGITIMES news team highlights the year's defining trends....
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