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South Korea to raise concerns to US over potential curbs on chipmakers' China operations

Economic Times

Economic Times · 2m ago

South Korea to raise concerns to US over potential curbs on chipmakers' China operations

South Korea's trade minister, Yeo Han-koo, plans to discuss potential U.S. restrictions on South Korean chipmakers operating in China during upcoming trade discussions in Washington. The talks are part of ongoing tariff negotiations, with a current focus on crafting a trade deal by July 8. Yeo, who was recently appointed following a snap election, expressed concerns over U.S. policies that could affect foreign chipmakers and indicated negotiations might extend beyond the initial deadline.

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US curbs on Nvidia chips to have limited impact on South Korean chipmakers

Economic Times

Economic Times · 4m ago

US curbs on Nvidia chips to have limited impact on South Korean chipmakers

The new US restrictions on Nvidia's H20 AI chip exports to China will have limited impact on South Korean chipmakers, according to experts. SK hynix, supplying HBM3E memory for these chips, is primarily focused on their latest generation destined for non-Chinese markets. The export ban will not affect SK hynix's financials, as contracts are already secured. However, uncertainty lingers as the broader Chinese AI chip market could slow down, affecting future opportunities.

Taiwan earthquake to hit some chip output, disrupt Asia supply chain: analysts

Economic Times

Economic Times · 1y ago

Taiwan earthquake to hit some chip output, disrupt Asia supply chain: analysts

Taiwan's recent powerful earthquake is expected to have a significant impact on the semiconductor supply chain, with chipmakers such as TSMC and UMC pausing operations to inspect facilities and relocate employees. While most manufacturing plants are not close to the epicenter, some facilities have been shut down for inspections. TSMC may experience delays and increased wafer input to compensate. The disruption could affect the electronics manufacturing sector in countries like Japan, Korea, China, and Vietnam, but could also provide an opportunity for Taiwanese and Korean chipmakers to raise prices due to lower customer inventory levels.

DeepSeek gets the TikTok treatment.

The Verge

The Verge · 6m ago

DeepSeek gets the TikTok treatment.

A new bipartisan bill aims to ban the Chinese AI chatbot DeepSeek from US government devices to protect sensitive information. This proposed legislation mirrors past actions against TikTok and follows similar bans enacted in Australia, Italy, and South Korea. Texas, the US Navy, and NASA have also blocked the app. The initiative reflects growing concerns over potential data security threats posed by foreign apps on official equipment.

Chinese chip design startup Moore Threads valued at $3.4 billion in funding before US curbs

Economic Times

Economic Times · 1y ago

Chinese chip design startup Moore Threads valued at $3.4 billion in funding before US curbs

Chinese chip design startup Moore Threads was valued at approximately 25 billion yuan ($3.449 billion) after a capital raise before it was hit by US export controls. The US added the company to a trade blacklist, which disrupted its ability to manufacture chips with leading chipmakers that use US equipment. Moore Threads had raised around 1 billion yuan in a series B+ round, bringing its valuation to 24 billion yuan prior to the capital raise. The impact of the US curbs on the company's valuation remains unknown. Moore Threads has not commented on the matter.

South Korea asks US to resolve chip trade issues as chipmaking import waiver nears expiry

Economic Times

Economic Times · 1y ago

South Korea asks US to resolve chip trade issues as chipmaking import waiver nears expiry

South Korea has asked the United States to address uncertainties related to export controls and subsidies for chip investment. The country's industry minister met with a US deputy secretary of commerce in Seoul to discuss the matter. The waiver that allowed Samsung Electronics and SK Hynix to import US chip-making equipment into China is set to expire next month, and it remains uncertain whether it will be extended. South Korea seeks active cooperation from the US to resolve these issues. Samsung and SK Hynix collectively dominate global DRAM and NAND flash markets.

China's export curbs to impact electronics, solar, EV firms in India: GTRI

YourStory

YourStory · 7m ago

China's export curbs to impact electronics, solar, EV firms in India: GTRI

India's electronics, solar, and EV sectors face disruptions due to China's export restrictions on key inputs and machinery, possibly a response to India's limits on Chinese investments. The Global Trade Research Initiative highlights the geopolitical tensions and trade wars. China's curbs impact India's industries reliant on Chinese imports but also affect China's own economy. India is urged to enhance local manufacturing, diversify supply chains, and strengthen partnerships with countries like Japan and South Korea to reduce dependency on China.

China may relax rare earth export curbs for some chip companies

Economic Times

Economic Times · 3m ago

China may relax rare earth export curbs for some chip companies

China is considering easing rare earth export controls for certain Chinese and European semiconductor companies, according to state media. Initially, China placed export restrictions on rare earths, requiring all exporters to obtain licenses, causing delays and confusion. The potential relaxation follows discussions between Chinese officials and European semiconductor firms about accelerating approval processes to stabilize supply chains. European industries have expressed urgent concerns over potential production halts due to input shortages.

South Korea to invest $7 billion in AI in bid to retain edge in chips

Economic Times

Economic Times · 1y ago

South Korea to invest $7 billion in AI in bid to retain edge in chips

South Korea is set to invest $6.94 billion in artificial intelligence by 2027 to maintain its position in cutting-edge semiconductor chips. An additional $1.4 trillion will be allocated to support AI semiconductor firms. This move aims to keep pace with other countries, such as the US, China, and Japan, which are also boosting their semiconductor supply chains. South Korea plans to enhance research and development in AI chips, including neural processing units and high-bandwidth memory chips. President Yoon Suk Yeol hopes to make South Korea one of the top three countries in AI technology and capture a 10% or more global market share in system semiconductors by 2030.

New social media laws, no China and 1,000 more trains — Ashwini Vaishnaw reveals India's new targets - The Economic Times

Economic Times

Economic Times · 1m ago

New social media laws, no China and 1,000 more trains — Ashwini Vaishnaw reveals India's new targets - The Economic Times

India is focusing on self-reliance in electronics, with plans to develop a robust supply chain, supported by partnerships from Taiwan, the US, and South Korea. Minister Ashwini Vaishnaw highlights the intention to hold social media platforms more accountable through potential regulatory changes. Indian Railways plans to roll out 1,000 new trains over five years and aims for bullet train operations by 2027. The government is also enhancing semiconductor and rare earth capabilities to mitigate geopolitical risks.

China may misuse AI to target elections in India, US to boost geopolitical interests: Microsoft

Economic Times

Economic Times · 1y ago

China may misuse AI to target elections in India, US to boost geopolitical interests: Microsoft

China is predicted to use Artificial Intelligence (AI)-generated content to manipulate public opinion during upcoming elections in India, South Korea, and the US, according to Microsoft. The tech giant warned that China might create and amplify AI-generated content to favor its own interests, although the actual impact on election results is expected to be minimal. China has been increasingly experimenting with AI to augment memes, videos, and audio, potentially making such efforts more effective in the future. Additionally, China and North Korea are both likely to engage in cyber and influence activities during these elections.

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