US tightens China fab oversight with annual tool licences for Samsung SK hynix and TSMC

The United States has shifted to a more controlled framework for overseeing semiconductor equipment exports to China, replacing a long standing waiver system with annual export licences for major foreign chipmakers operating on the mainland. The move affects companies including Samsung Electronics, SK

Taiwan pushes back on US calls for major chip shift, says moving 40 percent of capacity is unrealistic

Taiwan has firmly rejected suggestions that nearly half of its semiconductor manufacturing capacity could be relocated to the United States, underscoring the depth and complexity of an industry ecosystem that officials say cannot simply be transplanted overseas. The response follows renewed calls from

U.S.-Taiwan Semiconductor Deal Reshapes Trade and Investment Ties

The United States and Taiwan have reached a trade agreement that places semiconductors at the center of a broader effort to reshape technology supply chains and deepen industrial cooperation. The deal lowers tariffs on a wide range of Taiwanese exports while creating incentives

TSMC Profit Surge Signals AI-Driven Expansion Shift

Taiwan Semiconductor Manufacturing Company has reported a sharp rise in quarterly profit, reinforcing its position at the center of the global semiconductor supply chain as demand linked to artificial intelligence continues to accelerate. The company’s latest financial performance reflects sustained orders for advanced

Why Semiconductor Fabs Are Becoming Strategic Assets in China’s Industrial Policy

Manufacturing capacity moves to the center of strategy Semiconductor fabrication plants have become central to China’s industrial planning as technology competition intensifies globally. Once viewed primarily as commercial manufacturing facilities, fabs are now treated as strategic assets tied directly to national development goals.

US Grants TSMC Annual Licence to Import Chipmaking Tools Into China

A targeted approval amid ongoing tech controls The United States has granted an annual licence allowing Taiwan Semiconductor Manufacturing Co to import American chipmaking equipment into its fabrication plant in Nanjing, eastern China. The approval applies specifically to tools used at TSMC’s facility

China’s Leading Chipmakers Move Toward Consolidation as Self Sufficiency Drive Accelerates

China’s leading contract chipmakers are accelerating a new wave of consolidation as Beijing pushes harder for technological self sufficiency in the face of ongoing strategic pressure from the United States. This week, Hua Hong Semiconductor, the country’s second largest contract chip manufacturer, announced

Domestic innovation drives China’s semiconductor push forward

China’s semiconductor industry is increasingly relying on domestic innovation to sustain momentum as access to foreign technology remains constrained. While export controls have limited the availability of advanced tools and chips, they have also intensified efforts within China to build homegrown solutions across

SMIC A Key Force in China’s Semiconductor Ambitions

Semiconductor Manufacturing International Corporation, better known as SMIC, sits at the heart of China’s drive to strengthen its domestic chip making capabilities. As the country’s largest contract chip manufacturer, SMIC plays a central role in supporting industries ranging from consumer electronics to telecommunications

Semiconductors and Supply Chain Independence

Semiconductors have become a central focus of China’s industrial strategy as the country works to secure technological independence. These microchips power everything from smartphones to supercomputers making them vital to national competitiveness. For Beijing achieving semiconductor self-sufficiency is not merely an economic goal