1. The US imposes new sanctions restricting China's access to advanced semiconductor technology; 2. China faces challenges in achieving self-sufficiency and technological innovation; 3. The sanctions impact global semiconductor supply chains and tech competition dynamics.
Recent #US sanctions news in the semiconductor industry
➀ Multiple Chinese tech companies have announced that the recent U.S. tariffs do not affect them due to existing sanctions that have already restricted their sales to the U.S.
➁ Companies like Cambricon, Huawei, Loongson, and Longsys have said that the new tariffs will not impact their operations.
➂ These companies rely heavily on domestic and international markets outside of the U.S. for their revenue.
1. NVIDIA seeks to bypass US sanctions by obtaining an export license to sell AI GPUs to telecom companies in the Middle East. 2. The company has reportedly signed a deal with Ooredoo to introduce its AI technology in datacenters across five Middle Eastern countries. 3. Ooredoo plans to invest $1.4 billion to expand its datacenter capacity, aiming to triple it by 2030.
1. China's production of critical lithography tools for chipmaking is only 1%, making it heavily reliant on external sources. 2. Only 20% of China's chipmaking tools are domestically produced, exposing the country to external pressures. 3. Investment in domestic toolmakers is seen as a strategy to reduce dependence on foreign technology and mitigate the impact of US sanctions.
1. Russian chipmaker Elbrus has unveiled a Raspberry Pi competitor using the Elbrus-2S3 processor; 2. The Elbrus-2S3, however, has not been produced since 2022 due to sanctions from Taiwan; 3. Despite these challenges, the new device features the smallest form factor yet.
1. The U.S. government has imposed sanctions on DeepCool, a well-known PC cooling and power supply manufacturer, for selling products to Russia that could potentially support its military actions in Ukraine. 2. This move is part of a broader set of sanctions targeting companies that contribute to Russia's war efforts against Ukraine.
1. The U.S. has strengthened sanctions against Russia, adding several companies, including Beijing Deepcool Industries Co Ltd, to an embargo list. 2. Deepcool is accused of supplying over $1 million worth of CHPL items to Russian companies, allegedly supporting Russia's war in Ukraine. 3. This sanction means Deepcool's U.S. branch must cease operations immediately, and sales of Deepcool products in the U.S. may also be halted.