The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Hello, this is Kenji. I am writing this week’s newsletter from Bangkok, where I am attending an annual meeting with colleagues from across the region. I was posted here as an editor about a decade ago, and it’s always a pleasure to come back, but the positioning of Thailand — and the Association of Southeast Asian Nations as a whole — has shifted significantly, especially since tensions between the US and China started to heat up around 2018.
, the largest semiconductor manufacturer in the world, has stopped shipping to at least two chip developers over suspicions they were trying to circumvent US export controls on China’s Huawei Technologies, Nikkei Asia’s tech correspondents Cheng Ting-Fang and Lauly Li reported in this exclusive story from Taipei.
has been using for mass production since 2018. Washington has been restricting chipmaking equipment containing American technology from being used to make chips of 14nm or better for China without an export license. ’s most advanced commercial products are the 3-nm processor chips used for Apple’s iPhone 16 series. Enforcing Washington’s export controls is far from straightforward, as chip developers could use layers of non-Chinese shell companies to camouflage their orders, according to sources.
reiterated to Nikkei Asia that it has not supplied Huawei since mid-September 2020 in compliance with the US export restrictions. Samsung Electronics is struggling to hold on to its crown as the world’s top-selling smartphone maker, write the Financial Times’ Song Jung-a and Christian Davies.
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