Taiwan adds China's Huawei and SMIC
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Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.
Silicon Island tightens the screws Taiwan has just thrown a sizeable spanner into China’s semiconductor self-sufficiency fantasy, with the democratically elected island adding Huawei and SMIC to its strategic high-tech commodities entity list.
Taiwan is tightening export rules on Huawei and SMIC, which could make it even harder for China to push forward with its semiconductor goals.
Taiwan has added China’s Huawei and SMIC to its trade blacklist in a move that further aligns it with U.S. trade policy and comes amid tensions with Beijing.
HWT.UL] is capable of producing no more than 200,000 advanced artificial intelligence chips in 2025, a top U.S. exports controls official told lawmakers on Thursday, warning that though the number is below the company's demand,
A senior Trump administration official projected that Huawei Technologies Co.’s output of its Ascend AI chip will be at or below 200,000 for 2025, responding to US lawmakers’ concerns that China is gaining ground in production of advanced semiconductors.
Despite sanctions, Chinese companies are forging ahead with AI. The Huawei AI stack is optimised to run on the CloudMatrix 384 AI chip cluster.
Huang warned that by restricting AI chip sales to China, the U.S. may accelerate China's move to develop a separate technology stack. Huawei, he said, is already in position to cover China and much of the rest of the world if U.
U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for domestic firms to do so, experts say.
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