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Mackenzie Hawkins
Most of the grant funding for U.S. President Joe Biden's ambitious Chips and Science Act has been awarded, and the initiative has spurred more than $400 billion in planned company investments. But much of the job remains unfinished — and broader upheaval in the chip industry will only add to the challenges.
BUSINESS / Tech / FOCUS
Jan 18, 2025
Biden’s chips team hands off $52 billion program to a skeptical Trump
Before the election, Donald Trump described the Chips Act as "so bad” and suggested tariffs would be a better solution.
The Nvidia headquarters in Santa Clara, California
BUSINESS / Tech
Jan 14, 2025
White House unveils new curbs on exporting Nvidia AI chips
The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries.
Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas, Nevada on Monday.
BUSINESS / Tech
Jan 9, 2025
Biden to further limit AI chip exports in final push
The regulations would create three tiers of chip trade restrictions, granting full access to allies, limited access to most of the world and virtually no access to adversaries.
A wafer on display at the Semicon China expo in Shanghai on March 20
WORLD / Politics
Nov 28, 2024
U.S. readies China chip curbs that stop short of earlier proposals
American chip equipment makers have warned that tougher measures would bring catastrophic harm to their business.
U.S. President Joe Biden announces a preliminary agreement with Intel for a major CHIPS and Science Act award, during a visit to the Intel Ocotillo Campus, in Chandler, Arizona, in March.
BUSINESS / Tech / FOCUS
Nov 9, 2024
Trump’s win sets off race to complete chip subsidy deals
The Biden administration is aiming to shore up one of its signature initiatives before President-elect Donald Trump enters the White House.
The Tokyo Electron logo is displayed at the Semicon Japan exhibition in Tokyo last December.
BUSINESS / Tech
Oct 19, 2024
Japan pressed by U.S. lawmakers to strengthen chip curbs on China
China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing more restrictions.
Components of a Huawei Technologies smartphone. Lawmakers in the U.S. are pushing to block Huawei suppliers from buying American chipmaking gear.
BUSINESS / Tech
Oct 17, 2024
Key lawmakers push to cut off Huawei suppliers from U.S. chip gear
The U.S. and its allies have broadly blocked sales of the most advanced chips and manufacturing gear to China.
Many of today’s cars — both gas and electric — are equipped with devices connecting them to the internet or cloud services, making them potential targets for hacking.
BUSINESS
Sep 22, 2024
Biden administration to prepare ban on Chinese car software
The U.S. Commerce Department has been meeting with industry experts as it looks to address security concerns raised by a new generation of so-called smart cars.
A secretive program called Secure Enclave and involving Intel and the Pentagon seeks to establish production for advanced chips with military and intelligence applications.
BUSINESS / Tech
Sep 14, 2024
Intel solidifies $3.5 billion deal to make chips for U.S. military
The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications.
An Nvidia Quantum-X800 InfiniBand Platform on display in Taipei on June 5
WORLD / Politics
Sep 6, 2024
U.S. targets China with quantum and chip-related export curbs
The rules cover all worldwide exports, but include exemptions for countries that implement similar measures.
The U.S. has been pressuring Japan to impose additional restrictions on the ability of firms to sell advanced chipmaking tools to China, as part of a long-running campaign to curtail China’s semiconductor progress.
BUSINESS / Economy
Sep 2, 2024
China warns Japan of retaliation over potential new chip curbs
One major concern is that Beijing could cut off Japan’s access to critical minerals that are essential for automotive production.
A Samsung HBM chip
WORLD / Politics
Aug 1, 2024
U.S. weighs restrictions on China’s access to AI memory chips
The new restrictions are likely to be unveiled as soon as late August as part of a broader package that also includes sanctions against over 120 Chinese firms.
U.S. President Joe Biden touts the economic benefits of semiconductor investment at Intel’s Ocotillo Campus in Chandler, Arizona, on March 20.
BUSINESS / Tech
May 13, 2024
Global chips battle intensifies with $81 billion subsidy surge
The rush of funding has hardened battle lines in the U.S.-China trade war, including in nations like Japan.
Attendees stand on an escalator in the King Abdulaziz Center for World Culture in Dhahran, Saudi Arabia, on Nov. 25, 2016.
WORLD / Politics
May 8, 2024
Saudi Arabia AI fund would divest from China if U.S. asked, CEO says
U.S. officials have apparently told their Saudi Arabian counterparts that they need to choose between Chinese and American technology.
The TSMC plant in Phoenix, Arizona. The chipmaker's projects in Arizona have become increasingly entwined with U.S. President Joe Biden’s campaign message on revitalizing the economy.
BUSINESS / Tech
Apr 9, 2024
TSMC gets $11.6 billion in U.S. grants and loans for chip plants
TSMC’s projects in Arizona have become increasingly entwined with Biden’s campaign message on revitalizing the economy.
People visit the Huawei stand at the 2024 Mobile World Congress in Barcelona last month.
BUSINESS / Tech
Mar 20, 2024
U.S. weighs sanctioning Huawei’s secretive Chinese chip network
Any move would come after the Chinese telecom giant notched a significant technological breakthrough last year.
Lauded in China as a major leap in indigenous semiconductor fabrication, last year’s SMIC-made processor powered Huawei’s Mate 60 Pro and a wave of patriotic smartphone-buying in the Asian country.
BUSINESS / Tech
Mar 9, 2024
Huawei chip breakthrough used tech from two U.S. gear suppliers
The report suggests that China still cannot entirely replace certain foreign components and equipment required for cutting-edge products.
A chip taken from a smartphone. The U.S. is urging the Netherlands to stop ASML from servicing and repairing sensitive chipmaking equipment that Chinese clients purchased before limits on sales of those devices were put into place this year.
WORLD / Politics
Mar 7, 2024
U.S. urges allies to squeeze China further on chip technology
Washington's latest push is partly aimed at plugging holes in export controls it has levied over the past two years.
The logo of semiconductor company Advanced Micro Devices is seen on a graphics processing unit chip in this illustration
BUSINESS / Tech
Mar 5, 2024
AMD hits U.S. roadblock in selling AI chip tailored for China
AMD had hoped to gain a green light from the Commerce Department to sell the AI processor to Chinese customers.
Copies of the Apple Daily newspaper, published by Next Digital Ltd., at the company's printing facility in Hong Kong on Nov. 5, 2020.
WORLD / Politics
Feb 12, 2024
In Trump-Biden rematch, the only sure loser is China
Trump’s rhetoric may pressure Biden to take harsher measures in the run-up to election day — bad news for China’s economy and slumping stock market.

Longform

Atsuyoshi Koike, the president and CEO of Rapidus, says there is a “sense of urgency” when it comes to Japan’s efforts in manufacturing semiconductors. “We have to make sure we are successful,” he says.
Atsuyoshi Koike’s big game: Fourth down and 2 nanometers to go