Weekly News Roundup: Key Developments in China’s Semiconductor Sector

This article discusses significant semiconductor industry updates including China’s advancements in EUV lithography, legislative proposals to circumvent US export restrictions, and developments at Intel and Kioxia. It highlights China’s push for self-sufficiency in semiconductor technology amidst geopolitical tensions and the competitive landscape among leading industry players.

This article provides an overview of significant developments in the semiconductor industry in Asia, highlighting China’s advancements in technology and legislative proposals amid ongoing geopolitical tensions. Notably, China’s progress in extreme ultraviolet (EUV) lithography, led by Huawei and SMIC, showcases the potential for domestic production capabilities that could lead to mass adoption by 2026. The Chinese government is reportedly reviewing a proposal facilitating anonymous semiconductor purchases to circumvent US export controls, which reflects a trend towards greater opacity in tech procurement.

Naura Technology Group is focused on creating a comprehensive semiconductor equipment supply chain within China, investing in lithography efforts to reduce reliance on foreign technology. In a potential reshaping of the industry, Intel’s new CEO is considering a merger of its foundry business with GlobalFoundries to enhance competition against TSMC. Meanwhile, Kioxia projects a shortfall in NAND supply by the second half of 2025, driven by rising demand for AI technologies.

Furthermore, Intel’s Panther Lake processor has been introduced as a critical development in AI computing, emphasizing Intel’s competitive edge and production advancements. Despite ongoing challenges imposed by US-China tensions, Naura has climbed to the sixth position in global semiconductor equipment rankings, indicating a strengthening Chinese presence in the market.

In summary, China’s semiconductor industry is making notable advancements, highlighted by developments in EUV lithography and proposals for policy changes in response to international trade restrictions. As companies like Naura and major players like Intel navigate a complex landscape shaped by geopolitical pressures, the focus on self-sufficiency and innovation within the semiconductor sector is likely to continue. The interplay between competition and collaboration among global manufacturers will shape the industry’s future.

Original Source: www.digitimes.com