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...“SMIC is facing a more significant roadblock for production expansion after the US and its alliance tightened export restrictions on advanced chipmaking gear,” said one person close to the company....
...The Biden administration has revoked export licences that allow Intel and Qualcomm to supply Huawei with semiconductors as Washington increases the pressure on the Chinese telecoms equipment company....
...In October 2019, Merck also completed a €5.8bn acquisition of US-based Versum Materials, which makes critical components used in semiconductors. Merck declined to comment....
Cash-rich Japanese companies are looking overseas for acquisitions as domestic market shrinks
Microsoft’s Windows and foreign database programs also sidelined as Beijing favours Chinese hardware and software
...Those include semiconductors based on the architecture of UK chip designer Arm....
...Smaller local peer United Microelectronics Corp has also shut down machinery and evacuated staff at certain facilities....
...If these projections pan out, this will be a sector roughly on a par with the global semiconductor industry. Pure plays with scale are rare. Elon Musk’s SpaceX is unlisted....
...“It feels like there is a nice rebound [for the semiconductor market] coming this year.”...
...Microsoft has already invested about $13bn in San Francisco-based OpenAI, an alliance that is being reviewed by competition watchdogs in the US, EU and UK....
...But the United Launch Alliance, a joint venture between Boeing and Lockheed Martin, stopped the launch due to a problem with an oxygen relief valve on part of the rocket....
...In June 2023, an obscure semiconductor materials supplier announced that it was set to be taken over by an investment fund in a $6.4bn deal....
...For politicians in Washington, meanwhile, the costs of industry policy in the semiconductor industry should be starting to become clear....
...The Microsoft-G42 deal appears to be the start of a broader alliance between the US and UAE over AI....
...Russian troops belonging to Africa Corps, the new name for the Wagner group, are present across the Sahel region, including in the Central African Republic where they provide security for President Faustin-Archange...
...The US and China’s battle for dominance in the semiconductor industry is having some surprising knock-on effects: Companies are looking to insulate their supply chains from rising geopolitical tensions....
...The vast majority of high-end semiconductors are at present manufactured by TSMC....
The chipmaker’s latest purchase makes sense, but the country’s success rate for M&As is lacklustre
...The UK competition regulator has taken the first steps towards three more probes into alliances between Big Tech companies and artificial intelligence start-ups, after the agency said its concerns about...
...JSR is a leading provider of photoresists — specialist chemicals used for printing circuit designs on chip wafers — to the world’s largest chipmakers, including Samsung Electronics, Taiwan Semiconductor...
...The three big cloud computing companies — Amazon, Microsoft and Google — are upping their investments in semiconductors as they try to optimise their own infrastructure and reduce operating costs....
...Before the US imposed chip controls in 2022, China’s Yangtze Memory Technologies Corp was near technological parity in Nand memory chips....
...2022, with one-third going to semiconductor equipment and materials....
...A spokesperson for the regional court in Düsseldorf, in western Germany, said it had found for the litigants, R2 Semiconductor, a technology group based in Palo Alto, California, against Intel....
...The Philippines has 13 so-called back-end semiconductor plants that specialise in assembling, testing and packaging chips manufactured elsewhere....
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