Reuters sources say TSMC seeks factory-equipment alternatives against China's rare earths grip.
Reuters cites sources but identifies no specific replacement equipment.
OriginalSourceSemaforUnited StatesLeanCenterCredibilityPublished11:17 UTCRatings: AllSides, MBFCSourceSemaforUnited StatesLeanCenterCredibilityPublished11:17 UTCRatings: AllSides, MBFC
“South Korean chip makers upgrade manufacturing in China”
South Korean chip makers upgrade China facilities to boost memory chips
Key points
- Samsung and SK Hynix are upgrading production facilities in China.
- The upgrades target more advanced memory chips for growing Chinese demand.
- Alibaba, ByteDance, and Tencent ordered $35 billion worth of Nvidia chips.
- Nvidia struggles to fulfill demand from China amid export controls.
- CXMT unveiled a new transistor architecture, signaling competition against rivals.
Other reports
- SourceCNBCUnited StatesLeanCenterCredibilityRatings: AllSides, MBFCRead at CNBCSourceCNBCUnited StatesLeanCenterCredibilityRatings: AllSides, MBFCRead at CNBC
“Samsung, SK Hynix upgrading China plants to make more advanced chips, people say: Reuters - CNBC”
- SourceReutersUnited KingdomLeanCenterCredibilityRatings: AllSides, MBFCRead at ReutersSourceReutersUnited KingdomLeanCenterCredibilityRatings: AllSides, MBFCRead at Reuters
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Grouped with 2 other reports as story 10.
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10 10 Reuters sources say TSMC seeks factory-equipment alternatives against China's rare earths grip.
Reuters cites sources but identifies no specific replacement equipment.