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Cutting-edge semiconductor companies tweak specifications to comply with export controls
The two nations are compelled by their consumers to collaborate as well as compete
The question of how far decoupling will go depends on China’s next move as well as the extent of new US rules
Kioxia monitoring risk of retaliation by Beijing over Washington’s export controls
Diversified Franco-Italian chipmaker does not expect to be significantly affected by new US export controls to China
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Semiconductors have been dubbed the “oil” of the 21st century, powering almost all modern technologies. The US and EU are pouring billions into shoring up domestic supplies of chips as growing tensions between China and the west threaten critical sources. FT journalists bring you in-depth coverage of this pivotal industry
Asian chip manufacturers and others recognise they might not be able to straddle the Sino-American divide for ever
South Korean chipmaker expects difficulties upgrading Chinese factory
NanoWired hopes its technology will be embraced by the world’s largest chipmaker TSMC
Taiwan chipmaker ‘could stumble’ as industry is forced to develop new transistor technology
Washington wants the company that dominates semiconductors to move more production to the US but Taipei is resisting
Washington’s restrictions block a vital pipeline of talent for China’s semiconductor industry
Washington is trying to slow Beijing’s advanced semiconductor development and military modernisation
The Dutch chip gear supplier cannot diverge from broader market forces forever
Dutch company unfazed by restrictions as it reports stronger than expected earnings
Record quarterly profits for Taiwanese chip giant
Wrangle hinges on how revenue from new markets for UK-based chip designer’s technology should be shared
The Chinese company’s flash memory card for iPhones offered one of the few export hopes for suppliers
The company vital to Beijing’s quest for technological self-sufficiency faces threat of more restrictions
New US export controls force toolmakers to suspend sales and services to Chinese semiconductor companies
Group has few domestic rivals but a saturated market means sector stocks are heading down
Chris Miller’s riveting history of semiconductors explains why America is feeling vulnerable
Latest restrictions threaten not only entire sectors but Beijing’s broader policy goals as well
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