Chip Manufacturing

US Delays China Chip Tariffs Until 2027: A Political Taco Tuesday?

US delays announcement of China chip tariffs until 2027 – well, that’s certainly a development, isn’t it? It seems we’re in for another round of political maneuvering, with the potential for these tariffs to vanish entirely, like a poorly-cooked taco on a Tuesday. The core of this story is the postponement of the tariffs on Chinese chips, a decision that speaks volumes about the current state of affairs and the political calculations at play.

This delay, until 2027, suggests a strategic move, likely influenced by the upcoming political landscape. The reasoning being, potentially, using the issue as a weapon against the opposing party, accusing them of being soft on China.… Continue reading

China’s EUV Breakthrough: A Semiconductor Milestone and Western Concerns

China’s semiconductor industry may have achieved a significant advancement by reportedly building a fully functional EUV lithography prototype. The prototype utilizes older ASML machine parts, but its development marks a considerable step forward, potentially accelerating China’s path to semiconductor independence. Although the machine hasn’t produced any chips yet, sources suggest a mainstream rollout could occur by 2030, a timeline sooner than previously predicted, driven by the growing demand for self-built semiconductors. This progress comes as companies like Huawei seek greater chip capacity and as China continues to navigate technological limitations in its pursuit of advanced chipmaking capabilities.

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The world’s top chipmakers can flip a ‘kill switch’ should China invade Taiwan, Bloomberg reports

The thought of a potential conflict between China and Taiwan is not a new one. It’s been looming over the region for decades, with tensions running high and the stakes incredibly high. The recent report by Bloomberg about the world’s top chipmakers having the ability to flip a ‘kill switch’ in the event of a Chinese invasion of Taiwan adds a whole new layer of complexity to an already volatile situation.

The idea that major chip manufacturers like TSMC could essentially cripple the entire world’s tech sector by shutting down their operations in the event of an invasion is a strategic move that has likely been in the works for years.… Continue reading