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China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage
China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage

Yahoo

time03-06-2025

  • Business
  • Yahoo

China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage

Xiaomi (XIACY) just unveiled a big leap in its chip journeya 3nm self-designed processor called XRING O1, built by TSMC in Taiwan. But it might be the last of its kind for a while. A new directive from the US government now restricts the sale of advanced electronic design automation (EDA) software to Chinese companies, hitting the very tools that helped make that chip possible. Sources familiar with the matter say Xiaomi, along with companies like Lenovo and Bitmain, could be first in line to feel the impact. These firms have been quietly investing years into developing their own silicon, while relying on EDA software from US players like Synopsys and Cadence. Now, with access to future updates and tech support potentially cut off, that roadmap just got a lot bumpier. Warning! GuruFocus has detected 3 Warning Signs with XIACY. The restrictions don't revoke existing licenses, but they do freeze the futureno upgrades, no fixes, no help. That's a problem, because keeping chips manufacturing-ready at TSMC demands constant fine-tuning with the latest software patches. So far, chips for smartphones and tablets appear exempt from the AI-level restrictions, but the writing is on the wall. The move signals a wider push to choke off China's long-term access to bleeding-edge chip development, not just hardware. While giants like Alibaba and Baidu also design their own processors, the exact fallout for them remains murky. But one thing is increasingly clear: China's chip strategy can't depend on foreign tools forever. That might be where the real story begins. Empyrean TechnologyChina's leading homegrown EDA providerhas been quietly building an alternative software stack. It's not yet on par with US offerings, but insiders say it's already usable for 7nm chips and above. Empyrean, along with firms like Primarius and Semitronix, saw their shares surge after news of the US restrictions broke. There's also a darker undercurrent: analysts point out that hacked versions of US EDA tools are already being used inside China. As one expert noted, It's very easy to reverse-engineer what you need. That reality helps explain why Synopsys and Cadence have seen lagging China revenues despite growing chip demand. Whether the US ban slows China downor pushes it faster toward self-reliancemay depend on how fast its EDA ecosystem matures. Either way, this fight just shifted from factories to source code. This article first appeared on GuruFocus.

China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage
China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage

Yahoo

time03-06-2025

  • Business
  • Yahoo

China's Chip Dreams Just Hit a Wall--But a New Tech Power Could Rise From the Wreckage

Xiaomi (XIACY) just unveiled a big leap in its chip journeya 3nm self-designed processor called XRING O1, built by TSMC in Taiwan. But it might be the last of its kind for a while. A new directive from the US government now restricts the sale of advanced electronic design automation (EDA) software to Chinese companies, hitting the very tools that helped make that chip possible. Sources familiar with the matter say Xiaomi, along with companies like Lenovo and Bitmain, could be first in line to feel the impact. These firms have been quietly investing years into developing their own silicon, while relying on EDA software from US players like Synopsys and Cadence. Now, with access to future updates and tech support potentially cut off, that roadmap just got a lot bumpier. Warning! GuruFocus has detected 3 Warning Signs with XIACY. The restrictions don't revoke existing licenses, but they do freeze the futureno upgrades, no fixes, no help. That's a problem, because keeping chips manufacturing-ready at TSMC demands constant fine-tuning with the latest software patches. So far, chips for smartphones and tablets appear exempt from the AI-level restrictions, but the writing is on the wall. The move signals a wider push to choke off China's long-term access to bleeding-edge chip development, not just hardware. While giants like Alibaba and Baidu also design their own processors, the exact fallout for them remains murky. But one thing is increasingly clear: China's chip strategy can't depend on foreign tools forever. That might be where the real story begins. Empyrean TechnologyChina's leading homegrown EDA providerhas been quietly building an alternative software stack. It's not yet on par with US offerings, but insiders say it's already usable for 7nm chips and above. Empyrean, along with firms like Primarius and Semitronix, saw their shares surge after news of the US restrictions broke. There's also a darker undercurrent: analysts point out that hacked versions of US EDA tools are already being used inside China. As one expert noted, It's very easy to reverse-engineer what you need. That reality helps explain why Synopsys and Cadence have seen lagging China revenues despite growing chip demand. Whether the US ban slows China downor pushes it faster toward self-reliancemay depend on how fast its EDA ecosystem matures. Either way, this fight just shifted from factories to source code. This article first appeared on GuruFocus. Sign in to access your portfolio

World's biggest Chinese smartphone brand to be hit hardest by US chip design restrictions
World's biggest Chinese smartphone brand to be hit hardest by US chip design restrictions

Time of India

time03-06-2025

  • Business
  • Time of India

World's biggest Chinese smartphone brand to be hit hardest by US chip design restrictions

is among the first companies to be affected by new US restrictions on chip design software, a Financial Times report claims. Quoting people with knowledge of the matter, the report says that the move could severely impact China's ambitions in advanced semiconductor manufacturing. Tired of too many ads? go ad free now For those unaware, Xiaomi unveiled its self-designed XRING O1 mobile processor last month. The chip—manufactured using Taiwan Semiconductor Manufacturing Company 's (TSMC) leading-edge 3-nanometre technology is intended for Xiaomi's newest flagship smartphones. Meanwhile, the Bureau of Industry and Security, part of the US Commerce Department, recently ordered electronic design automation (EDA) firms to halt the supply of tools to Chinese companies, cutting off crucial software that enables the creation of cutting-edge chips. With the new restrictions, Xiaomi's chip may face hurdles for its reliance on EDA tools from now-restricted US providers. Though the custom chip currently represents a small share of Xiaomi's handset sales, insiders say the company plans to use its own silicon across all future high-end smartphones and tablets. Other brands may face similar challenges Other Chinese firms—such as Lenovo, the world's largest PC maker, and Bitmain, a leader in crypto mining hardware—also design their own chips using US EDA tools and TSMC's fabrication facilities, and could face similar challenges. While the full scope of the new US ban is not yet public, current indications suggest that existing licences may not be revoked, but future software updates and technical support will be blocked. This would effectively freeze development capabilities for Chinese firms depending on TSMC and US software. Although TSMC is already prohibited from manufacturing advanced AI chips for Chinese firms, production of processors for smartphones, tablets, and other less sensitive applications had continued under exemptions—until now. Big tech companies like Alibaba and Baidu have also built in-house chips, but the extent of the EDA ban's impact on them remains unclear.

Xiaomi posts record Q1 revenue of ₹1.32 lakh crore, net profit jumps 64.5%
Xiaomi posts record Q1 revenue of ₹1.32 lakh crore, net profit jumps 64.5%

Time of India

time30-05-2025

  • Business
  • Time of India

Xiaomi posts record Q1 revenue of ₹1.32 lakh crore, net profit jumps 64.5%

Xiaomi reported record-breaking first-quarter results, with revenue hitting ₹1,31,890 crore and adjusted net profit soaring 64.5% year-over-year to ₹12,680 crore, marking the company's strongest quarterly performance to date. The consumer electronics manufacturer exceeded market expectations with a 47.4% revenue increase compared to Q1 2024, driven by robust growth across all business segments. This marks the second consecutive quarter where Xiaomi's revenue has topped ₹1.2 lakh crore. Xiaomi reclaimed the top smartphone position in mainland China after a decade, capturing 18.8% market share. Global smartphone shipments reached 41.8 million units, generating ₹59,961 crore in revenue. The company's premiumization strategy showed results, with average smartphone selling prices reaching a record ₹14,372. The Internet of Things (IoT) division delivered exceptional growth, with revenue surging 58.7% to ₹38,276 crore. Home appliance sales drove this expansion, with air conditioner shipments exceeding 1.1 million units (up 65%) and washing machine deliveries doubling year-over-year to 740,000 units. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like [단독] 서울 임플란트 '33만원' 에 가능해 플란치과 더 알아보기 Undo Xiaomi's electric vehicle venture gained momentum, delivering 75,869 SU7 Series vehicles and generating ₹22,041 crore in revenue from its EV and AI initiatives. The company maintains its target of 350,000 vehicle deliveries for 2025. Looking ahead, Xiaomi announced plans to invest ₹2.37 lakh crore in research and development over five years. The company recently unveiled its self-developed 3nm XRING O1 chip, completing its "chip, AI, and OS" technology foundation. With R&D expenses up 30.1% to ₹7,940 crore and over 21,700 research personnel, Xiaomi continues positioning itself as a technology leader across smartphones, IoT devices, and emerging sectors. AI Masterclass for Students. Upskill Young Ones Today!– Join Now

Xiaomi Launches Pad 7 Ultra Tablet With Self-Made Chipset And 12,000mAh Battery: Price, Features
Xiaomi Launches Pad 7 Ultra Tablet With Self-Made Chipset And 12,000mAh Battery: Price, Features

News18

time26-05-2025

  • News18

Xiaomi Launches Pad 7 Ultra Tablet With Self-Made Chipset And 12,000mAh Battery: Price, Features

Last Updated: Xiaomi is offering its own XRING O1 chipset on the new Ultra tablet and Xiaomi 15 series phone but these products are limited to its home market. Xiaomi makes phones, laptops and even EVs. Now, the company has entered the big boy arena with its new 3nm chipset that is powering the Xiaomi Pad 7 Ultra tablet. The new hardware made in-house is Xiaomi's big attempt to rival Google Tensor and Apple A-series chipsets, not in terms of the performance but its ability. The Pad 7 Ultra and Xiaomi 15s Pro models are getting a taste of the XRING O1 chipset, confined to China for now. The Pad 7 Ultra is the latest addition to its Pad 7 series in the region. Xiaomi Pad 7 Ultra With XRING O1 Chipset: What It Offers The tablet features a 14-inch 3.2K OLED display with 120Hz refresh rate. It is powered by the XRING O1 chipset with 16GB RAM and up to 1TB storage. We will have to wait for the benchmark scores to tell its power but going with an Ultra moniker means it should ideally compare with the Snapdragon 8 Gen or the MediaTek Dimensity 9000 series chipsets. The device comes with a 50MP rear and a 32MP front camera for videos, selfies and meetings. It has eight speakers with Dolby Atmos support and will work with the keyboard and stylus that you buy separately. You get the HyperOS 2.0 version out of the box and multiple upgrades promised. The tablet packs a 12,000mAh battery with support for 120W fast charging and it weighs around 609 grams and a slim frame. Xiaomi did sign a multi-year deal with Qualcomm to use the Snapdragon 8 Gen chipsets globally for phones like the Xiaomi 15 Ultra and more. The Xiaomi Pad 7 Ultra tablet price starts around Rs 67,000 in China, where you have the Galaxy Tab S10 series and the iPad Air 13-inch model. First Published: May 26, 2025, 13:06 IST

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