The move will have multiple negative ramifications for Intel’s chip business. The most obvious is the direct impact of losing revenue as the sole processor supplier for Apple’s PC line.
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Apple is preparing to announce a shift to its own main processors in Mac computers, replacing chips from Intel, as early as this month at its annual developer conference.
TSMC hopes to keep supplying Huawei Technologies but is confident its other customers can replace any business lost because of tightening US curbs on China’s largest tech company.
Worldwide smartphone shipments are expected to fall by 11.9% this year – their biggest annual drop ever – indicating things are going to get worse for the industry before they get better.
India launched a R115-billion plan on Tuesday to boost electronics manufacturing, saying it would start by offering five global smartphone makers incentives to establish or expand domestic production.
ARM on Tuesday released new technology aimed at helping Android devices catch up to Apple’s iPhones for certain computing tasks such as videogames.
The latest US government action against Huawei takes direct aim the company’s HiSilicon chip division – a business that in a few short years has become central to China’s ambitions in semiconductor technology.
Samsung Electronics has begun building a cutting-edge chip production line intended to help it take on TSMC and Intel in the business of making silicon for external clients.
Huawei Technologies, in its first official response to the Trump administration’s move to curb its access to global chip supplies, called the decision “arbitrary” and said its business would be impacted.
Restrictions introduced by Washington on Friday that ostensibly aim to allay US cybersecurity concerns are really designed to safeguard American dominance of global tech, a Huawei executive said on Monday.