Semiconductors

Huawei develops Ascend 910D chip to rival Nvidia

Huawei Technologies is preparing to test its newest AI processor, the Ascend 910D, as it seeks to offer an alternative to Nvidia’s products following US export restrictions. The company has approached several Chinese tech firms to assess the technical feasibility of the new chip.

Extensive testing will follow to ensure the chip’s performance before it reaches the wider market. Sources claim Huawei aims for the Ascend 910D to outperform Nvidia’s H100 chip, widely used for AI training since 2022.

Huawei is already shipping large volumes of its earlier Ascend 910B and 910C models to state-owned carriers and private AI developers like ByteDance. Demand for these processors has risen as US restrictions tightened Nvidia’s ability to sell its H20 chip to China.

Increased domestic demand for Huawei’s AI hardware signals a shift in China’s semiconductor market amid geopolitical tensions. Analysts believe this development strengthens Huawei’s ambition to compete globally in the AI chip market.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

India seeks tech parity and trade concessions in US pact talks

India is preparing to urge the United States to ease export controls and grant it access to critical technologies under the proposed bilateral trade agreement. India is aiming for treatment similar to that received by key US allies such as Australia, the UK, and Japan.

Sectors including telecom equipment, biotechnology, AI, pharmaceuticals, quantum computing, and semiconductors are expected to be part of India’s demands, sources said.

Alongside tech access, India plans to request duty concessions for its labour-intensive industries. Key sectors like textiles, gems and jewellery, leather goods, garments, plastics, chemicals, shrimp, oil seeds, grapes, and bananas are high on India’s agenda for reduced tariffs.

These sectors are seen as vital to boosting India’s exports and supporting its domestic workforce. The United States, in return, is seeking tariff reductions for its exports of industrial goods, electric vehicles, wines, petrochemical products, dairy items, and agricultural produce such as apples and tree nuts.

Both sides are aiming to strike a mutually beneficial deal, although balancing these competing priorities could present a major challenge in the negotiations.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

TSMC targets AI future with advanced chip designs

Taiwan Semiconductor Manufacturing Co. (TSMC) has introduced its cutting-edge A14 logic process technology at its North America Technology Symposium, held in Santa Clara, California.

The A14 process, touted as a major leap from its N2 predecessor, is aimed at enhancing AI capabilities through faster computing speeds and greater power efficiency. TSMC expects the A14 to enter production in 2028 and reports that development is ahead of schedule in terms of yield performance.

Alongside the A14, TSMC revealed significant advances in its Chip on Wafer on Substrate (CoWoS) technology, crucial for meeting AI’s growing demands for processing power and high-bandwidth memory.

A new SoW-X platform, based on CoWoS and capable of 40 times more computing power than current solutions, is slated for mass production in 2027. The company also confirmed plans to scale up its 9.5 reticle size CoWoS for volume production in the same year.

TSMC continues to broaden its innovation pipeline with developments across various domains, including 3D chip stacking and advanced packaging. It also unveiled the N4C RF, its latest radio frequency technology designed to support upcoming standards like WiFi8 and AI-powered audio platforms.

Risk production of the N4C RF is expected in early 2026, as TSMC strengthens its foothold in high-performance computing, mobile, automotive, and IoT markets.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Trump threatens new tariffs within weeks

President Trump has signalled a potential early end to the current 90-day pause on tariffs for countries and companies not actively seeking trade agreements with the US.

While markets initially reacted positively to signs of easing tension with China, that optimism was short-lived as the administration quickly shifted direction.

Instead of waiting out the full pause period, Trump now suggests new tariffs could be imposed within two to three weeks, with rates possibly rising from 10% to as high as 50%.

The lack of clarity over which nations or firms are targeted adds further uncertainty. Although officials initially claimed around 90 countries were engaged in trade talks, that number reportedly dropped to just 15.

A vagueness like this, combined with the unpredictable nature of US tariff policy, has unsettled international markets and raised alarm across global supply chains.

Apple, among others, has managed to avoid immediate price hikes thanks to temporary exemptions and strategic stock management. However, those exemptions are due to expire shortly, leaving the company vulnerable to rising costs.

Instead of facing only Chinese tariffs, Apple may now contend with broader duties on semiconductors and products manufactured outside China.

If tariff relief fails to materialise soon, consumers could see higher prices on future Apple products, including the upcoming iPhone 17.

Without a clearer and more consistent trade strategy from the White House, global firms may struggle to adapt, and the fragile economic recovery could face renewed strain.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

India deepens ties with Finland and Denmark

India is intensifying its strategic ties with Finland and Denmark as part of a broader effort to deepen cooperation with key Nordic countries.

In recent high-level conversations, Prime Minister Narendra Modi spoke with Finland’s President Alexander Stubb and Denmark’s Prime Minister Mette Frederiksen.

These discussions focused on strengthening bilateral relations in advanced technologies such as quantum computing, 5G and 6G, AI, and cybersecurity, instead of limiting collaboration to traditional sectors. Sustainability, mobility, and digital transformation also featured prominently.

Modi and Stubb underlined the importance of India-Finland cooperation within the wider context of EU relations. Both leaders expressed hope for a timely conclusion of an India-EU free trade agreement, a sentiment echoed by European Commission President Ursula von der Leyen.

The collaboration aims to bolster efforts in AI for disaster response and climate resilience, secure telecommunications, and semiconductor development, especially given ongoing geopolitical shifts and the impact of the Russia-Ukraine conflict.

In parallel, Modi reaffirmed India’s commitment to the India-Denmark Green Strategic Partnership during talks with Frederiksen.

The alliance prioritises environmentally responsible maritime practices instead of relying on conventional methods, and promotes innovation in green technologies and anti-piracy cooperation.

With the third India-Nordic Summit scheduled for later this year in Norway, the focus will be on expanding trade, climate action, and peace efforts with all five Nordic nations.

Meanwhile, India has overtaken Finland as the ‘World’s Happiest Country’ according to the latest Ipsos survey, with 88% of Indian respondents reporting happiness.

A milestone like this reflects a broader sense of national optimism and self-assurance as India continues to strengthen its global partnerships and expand its strategic influence across key sectors.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Intel slashes jobs in major restructure

Intel is reportedly preparing to lay off more than 21,000 employees, roughly 20% of its global workforce, as part of a major restructuring drive.

The move comes ahead of the company’s Q1 earnings call and follows a year of significant transition under recently appointed CEO Lip-Bu Tan.

Tan, who took over from longtime leader Pat Gelsinger in late 2024, is aiming to streamline the tech giant’s operations and restore a focus on engineering.

The layoffs mark Intel’s second major job cut in less than a year, after the company reduced its workforce by 15,000 in August 2024. Struggling with a long-term slump, Intel has seen its stock fall by nearly 67% over the past five years.

As part of its pivot under Tan, Intel has begun divesting non-core units, including selling a majority stake in its Altera semiconductor business to private equity firm Silver Lake earlier this month. Intel has not yet issued an official comment on the reported cuts.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Chinese AI sector eyes Huawei’s powerful 910C chip

Huawei is preparing to begin large-scale shipments of its new AI chip, the 910C, as early as next month.

The move is seen as a critical development in China’s ongoing effort to reduce reliance on US technology, especially after recent export restrictions on Nvidia’s H20 chip.

The 910C delivers performance on par with Nvidia’s H100 by combining two of Huawei’s earlier 910B chips in a single integrated package.

These enhancements, which include increased computing power and memory capacity, have attracted interest from Chinese AI developers scrambling for alternatives.

Despite Huawei’s refusal to confirm the reports, sources say sample shipments have already taken place. Some chips are being produced domestically using SMIC’s 7nm process, while others may involve components originally manufactured by TSMC, raising fresh regulatory scrutiny.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

TSMC struggles to block chip exports to China

Taiwan Semiconductor Manufacturing Company (TSMC) has acknowledged it faces significant challenges in ensuring its advanced chips do not end up with sanctioned entities in China, despite tightening export controls.

The company admitted in its latest annual report that its position as a contract chipmaker limits its visibility into how and where its semiconductors are ultimately used.

Instead of directly selling finished products, TSMC manufactures chips for firms like Nvidia and Qualcomm, which are then integrated into a wide range of devices by third parties.

Α layered supply chain structure like this makes it difficult for the company to guarantee full compliance with export restrictions, especially when intermediaries may divert shipments intentionally.

TSMC halted deliveries to a customer last year after discovering one of its AI chips had been diverted to Huawei, a Chinese tech giant on the US sanctions list. The company promptly notified both Washington and Taipei and has since cooperated with official investigations and information requests.

The US continues to tighten restrictions on advanced chip exports to China, urging companies like TSMC and Samsung to apply stricter scrutiny.

Recently, Washington blacklisted 16 Chinese entities, including firms allegedly linked to the unauthorised transfer of TSMC chips. Despite best efforts, TSMC says there is no assurance it can completely prevent such incidents.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

TSMC profits surge despite trade concerns

Taiwan Semiconductor Manufacturing Company (TSMC) posted a significant jump in quarterly profits, driven by robust demand for AI chips. Net income rose by just over 60% year-on-year to NT$360.7bn (£9.77bn), outpacing analysts’ expectations.

Revenue also grew by 41.6% compared to the same period in 2024, although it dipped slightly from the previous quarter due to weaker smartphone sales.

The world’s largest contract chipmaker has not yet seen any major changes in customer behaviour, including from Apple and Nvidia, despite increasing uncertainty over potential US tariffs on Taiwanese semiconductors.

While concerns about trade tensions grow, particularly with former President Donald Trump suggesting the US should reclaim chip production, TSMC says it is continuing with business as usual for now.

Instead of scaling back, TSMC is expanding its investment in the US, with plans to spend up to $160bn. Analysts believe this move could help the firm argue for a more favourable position should tariff negotiations intensify.

The company’s Chief Financial Officer, Wendell Huang, acknowledged the risks posed by changing trade policies but said revenue growth is still expected in the next quarter.

Despite global pressures, TSMC remains optimistic, forecasting revenue between $28.4bn and $29.2bn. Although the company’s shares have fallen more than 20% so far this year, some analysts say the stock is now undervalued and well-positioned to rebound once market conditions stabilise.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

AMD warns of financial hit from US AI chip export ban

AMD has warned that new US government restrictions on exporting AI chips to China and several other countries could materially affect its earnings.

The company said it may face charges of up to $800 million related to unsold inventory, purchase commitments, and reserves if it fails to secure export licences for its MI308 GPUs, now subject to strict control measures.

In a filing to the US Securities and Exchange Commission, AMD confirmed it would seek the necessary licences but admitted there is no guarantee they will be granted.

The move follows broader export restrictions aimed at protecting national security interests, with US officials arguing that unrestricted access to advanced chips would weaken the country’s strategic lead in AI, instead of preserving it.

AMD’s stock dropped around 6% following the announcement. Competitors are also feeling the impact. Nvidia expects charges of $5.5 billion from similar restrictions, and Intel’s Gaudi hardware line has reportedly been affected as well.

The US Commerce Department has defended the move as necessary to safeguard economic and national interests.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!