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May 29 (Reuters) - SoftBank Group Corp (9984.T) owned chip designer Arm on Monday rolled out new technology for mobile devices and Taiwan smartphone chip maker MediaTek Inc (2454.TW) said it will be using it for its next-generation product. In Arm's blog announcing the new products, MediaTek said the new chips will help improve the performance of its next-generation smartphones. "Investors have become extremely sensitive to any news about AI or chip technology and jumped on this Arm news," said Masahiro Ichikawa, chief market strategist at Sumitomo Mitsui DS Asset Management. Last month the Financial Times reported that Arm was developing its own chip to showcase the capabilities of its designs. Arm said the Cortex-X4 was taped out on TSMC's N3E process and said it was an industry first.

BEIJING, May 29 (Reuters) - Chinese Commerce Minister Wang Wentao urged Japan to halt semiconductor export controls, calling it a "wrongdoing" that "seriously violated" international economic and trade rules, a statement from his ministry said on Monday. China's latest condemnation of the export restrictions was made during Wang's talks with Japanese Trade Minister Yasutoshi Nishimura on May 26 at the Asia-Pacific Economic Cooperation (APEC) conference in Detroit. Japan, along with the Netherlands, in January agreed to match U.S. export controls that will limit the sale of some chipmaking tools to China, and has placed restrictions on the export of 23 types of semiconductor manufacturing equipment to its neighbour. Japan has not singled out China in its statements about the export controls, saying only that it is fulfilling its duty to contribute to international peace and stability. Monday's statement from the Chinese commerce ministry also said, however, that China "is willing to work with Japan to promote practical cooperation in key economic and trade areas."

May 29 (Reuters) - Arm Ltd on Monday rolled out new chip technology for mobile devices and Taiwan smartphone chip maker MediaTek Inc (2454.TW) said it will be using it for its next-generation product. In Arm's blog announcing the new products, MediaTek said the new chips will help improve the performance of its next-generation smartphones. "Arm is not in the business of selling chips. Last month the Financial Times reported that Arm was developing its own chip to showcase the capabilities of its designs. Arm said the Cortex-X4 was taped out on TSMC's N3E process and said it was an industry first.

☆ TSMC or Samsung? One chipmaker is the better play on A.I., geopolitics and earnings, analyst says
▼ + stars: | 2023-05-29 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

The Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics have emerged as two key players in the increasingly competitive landscape of the chip-making sector. "So, on a relative basis, I think TSMC offers better quality of earnings and also a much better free cash flow margin." "So, the quality of earnings, quality of management, and shareholder return favor TSMC over Samsung," Hosseini concluded. The tech analyst said that when it comes to advanced microchip manufacturing, TSMC is pretty much the only game in town. But they are still way behind TSMC," Hosseini said.

☆ Japan stocks are on fire this year. Here are 3 reasons why the rally could have 'staying power'
▼ + stars: | 2023-05-27 | by ( Sarah Min | ) www.cnbc.com time to read: +8 min

Since then, Japanese equities have rallied. Even so, Strategas Securities' Chris Verrone has remained optimistic on Japanese equities, saying this week that the rally is not yet overbought. Meanwhile, JPMorgan chief market strategist Marko Kolanovic said in a note, also on Tuesday, that the rally in Japan still has "staying power." For international investors, those remarks signaled that Japanese companies may be more transparent with shareholders in the future. Investors can also take a company-specific approach, according to Diamond Hill's Mohanraj, who favors Japanese companies that boast differentiated products.

☆ These are the next stocks to get an A.I. boost like Nvidia, according to Wall Street
▼ + stars: | 2023-05-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

But while the chipmaker remains the undisputed leader in the AI arms race, it's far from the only company benefiting from the frenzy overtaking Wall Street. NVDA 1D mountain Nvidia shares pop While Nvidia's results seem to reiterate its clear chip dominance, other names are gaining buzz on Wall Street and could see big gains as AI booms. Advanced Micro Devices Similar to Nvidia, Wall Street forecasts opportunities for Advanced Micro Devices in the near future. Needham also believes Taiwan Semiconductor's capabilities offer a "shortcut" for companies big and small looking to get into the competitive AI chip market. Its new delivery systems to help reduce power delivery network losses should also benefit shares in the long run.

Persons: Dan Loeb's, Raymond James, Brad Lin, Lin, Needham, Vivek Arya, CNBC's Michael Bloom Organizations: Nvidia, Wall, Devices, AMD, Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing, Bank of America, Systems, Marvell Technology, Broadcom, Apple Locations: Taiwan

SANTA CLARA, California May 22 (Reuters) - U.S. semiconductor toolmaker Applied Materials Inc (AMAT.O) on Monday said it plans to spend up to $4 billion on a research center in the heart of Silicon Valley to speed up advances in semiconductor manufacturing. Applied Materials said the new facility, called the Equipment and Process Innovation and Commercialization (EPIC) Center, will be the size of more than three American football fields. The scale of how fast we invest is going to be tied to the government incentives," Gary Dickerson, CEO of Applied Materials, told Reuters. Taking ideas from research universities and turning them into tools used in factories can take many years, said Applied executives. U.S. Vice President Kamala Harris is expected to attend an Applied Materials' event in Silicon Valley announcing the center, along with top executives from major chip companies.

☆ The G7 is accusing China of 'economic coercion.' Here's why.
▼ + stars: | 2023-05-20 | by ( Ryan Hogg | ) www.businessinsider.com time to read: +4 min

The US has accused China of "economic coercion" and plans to take steps to counteract Beijing. What is "economic coercion" – and what can the West actually do about it? So what exactly is "economic coercion" – and what can the G7 do about it? According to Sullivan, this will involve measures that could enhance economic security for G7 nations. The West needs to work with Beijing on a range of issues that likely go beyond the countries' desire for economic security.

☆ Britain inches towards right chipmaking niche
▼ + stars: | 2023-05-19 | by ( ) www.reuters.com time to read: +2 min

LONDON, May 19 (Reuters Breakingviews) - Prime Minister Rishi Sunak is taking a small step in the right direction. After much hesitation, Britain announced on Friday it would invest 1 billion pounds in its domestic semiconductor industry, with a focus on chip designs. Britain plays a relatively insignificant role in chip manufacturing, which is dominated by Taiwanese giant Taiwan Semiconductor Manufacturing Company (TSMC) (2330.TW). With over 110 semiconductor design firms, Britain can probably claim to be Europe’s leader in the segment. Under Sunak’s plan, Britain will invest 200 million pounds by 2025, with the full 1 billion pounds achieved over the next decade.

☆ America’s Semiconductor Boom Faces a Challenge: Not Enough Workers
▼ + stars: | 2023-05-19 | by ( Madeleine Ngo | ) www.nytimes.com time to read: +1 min

Maxon Wille, an 18-year-old in Surprise, Ariz., was driving toward Interstate 17 last year when he noticed a massive construction site: Taiwan Semiconductor Manufacturing Company at work on its new factory in Phoenix. “I can see this being the next big thing,” Mr. Wille said. Semiconductor manufacturers say they will need to attract more workers like Mr. Wille to staff the plants that are being built across the United States. America is on the cusp of a semiconductor manufacturing boom, strengthened by billions of dollars that the federal government is funneling into the sector. President Biden had said the funding will create thousands of well-paying jobs, but one question looms large: Will there be enough workers to fill them?

☆ China-Taiwan tensions could grip 2024 election as top business leaders sound alarms
▼ + stars: | 2023-05-19 | by ( Kevin Breuninger | ) www.cnbc.com time to read: +12 min

China's policy regarding Taiwan, the world's leader in the semiconductor industry, could end up making it an even bigger focus. The cross-strait strife has already provoked commentary from some top contenders in the Republican presidential primary race who have stressed the need to deter a possible Chinese invasion invasion of the island. But I think ultimately what I think China respects is strength," DeSantis said. 'Like trying to separate conjoined twins'But the political will to defend Taiwan in a Chinese invasion may clash with economic forces. Some CEOs of America's biggest banks have said they would pull their business from China if directed to do so following an invasion of Taiwan.

"The international community is at a crossroads in history," Prime Minister Kishida told a briefing following his more than hour-long meeting with Biden. Japan, although a longtime buyer of Russian oil, has moved in tandem with G7 sanctions against Moscow following Russia's February 2022 invasion of Ukraine. That military action has also raised fears among Japanese that China could be emboldened to take action against neighbouring, self-ruled Taiwan unless Russia is stopped. TIGHTEN SANCTIONSThe G7 will aim to tighten sanctions on Russia to prevent it skirting measures already in place, Germany's leader, Olaf Scholz, said on Thursday. Kishida later said he and Biden had agreed to continue "strict sanctions against Russia as well strong support for Ukraine".

☆ Ahead of G7, Japan PM welcomes more investment from global chipmakers
▼ + stars: | 2023-05-18 | by ( ) www.reuters.com time to read: +2 min

TOKYO, May 18 (Reuters) - Prime Minister Fumio Kishida said he welcomed and expected more investment from global chipmakers in Japan, which is striving to revive its chip sector, after meeting top executives on Thursday before a Group of Seven summit. Growing Taiwan and U.S. tensions with China have brought serious challenges to the semiconductor industry, with Taiwan a major producer of chips used in everything from cars and smartphones to fighter jets. "I am very pleased with your positive attitude towards investment in Japan, and would like the government as a whole to work on further expanding direct investment in Japan and support the semiconductor industry," Kishida said. In particular, Kumamoto prefecture in southwestern Japan is quickly becoming a hotbed for tech investment from companies including TSMC and Fujifilm Holdings Corp (4901.T). The G7 summit runs from Friday to Sunday, and Kishida is set to meet with U.S. President Joe Biden later on Thursday.

☆ Japan PM expects more investment from global chipmakers
▼ + stars: | 2023-05-18 | by ( ) www.reuters.com time to read: +1 min

TOKYO, May 18 (Reuters) - Japanese Prime Minister Fumio Kishida said he expected additional investment from global chipmakers in Japan after meeting top executives on Thursday ahead of a Group of Seven (G7) summit. Executives from Micron Technology Inc (MU.O), IBM Corp (IBM.N), Applied Materials (AMAT.O) and Samsung Electronics (005930.KS), among others, also met Kishida. The company is also poised to get about 200 billion yen in financial incentives from Japan to help it make next-generation memory chips in the country, Bloomberg News reported on Wednesday. read moreKishida also said the government would work on expanding foreign direct investment in Japan. read more($1 = 135.0500 yen)Reporting by Kantaro Komiya Editing by Chang-Ran KimOur Standards: The Thomson Reuters Trust Principles.

☆ Hua Hong Semiconductor's $2.6 billion China listing approved by exchange
▼ + stars: | 2023-05-18 | by ( ) www.reuters.com time to read: +1 min

SHANGHAI, May 18 (Reuters) - Chinese chipmaker Hua Hong Semiconductor Ltd (1347.HK) said it had received Shanghai Stock Exchange approval for its planned $2.6 billion share listing, which is expected to be one of the country's biggest this year. Hong Kong-listed Hua Hong's plan for a secondary listing on Shanghai's STAR Market has been approved by the bourse's listing committee, and it will submit an application for registration to China's securities regulator, the company said late on Wednesday. Hua Hong joins a growing list of Chinese chipmakers to sell shares publicly on the mainland amid a Sino-U.S. rivalry that has seen Washington stepping up efforts to restrict exports to Beijing's semiconductor industry. Hua Hong, which competes with bigger Chinese rival Semiconductor Manufacturing International Corp (0981.HK), has said it plans to raise up to 18 billion yuan ($2.60 billion) to fund investment and innovation. ($1 = 6.9121 Chinese yuan renminbi)Reporting by Shanghai newsroom; Editing by Jamie FreedOur Standards: The Thomson Reuters Trust Principles.

☆ G7 leaders reckon with Ukraine, haunted by Hiroshima nuclear legacy
▼ + stars: | 2023-05-18 | by ( Trevor Hunnicutt | ) www.reuters.com time to read: +4 min

HIROSHIMA, Japan, May 19 (Reuters) - Leaders of the world's advanced democracies start their Group of Seven (G7) summit on Friday in Hiroshima with a sombre remembrance of the costs of war as they grapple with the conflict in Ukraine. Moscow has said it is ready to use its nuclear arsenal to defend its "territorial integrity" if necessary. As part of the efforts, each of the G7 members will be unveiling new sanctions, according to the U.S. official. G7 finance leaders warned in Japan last weekend of mounting economic uncertainty, in a subdued end to a meeting overshadowed in part by concerns about the U.S. debt stalemate. Ukrainian President Volodymyr Zelenskiy is expected to address the G7 leaders, though he may do so by video rather than in person.

May 18 (Reuters) - Semiconductor manufacturing tools maker Applied Materials Inc (AMAT.O) forecast third-quarter revenue above market estimates on Thursday, as governments around the world pour funding into chip factories. Chief Executive Officer Gary E. Dickerson said the company believes about $400 billion in government funding is supporting the chip industry. Applied Materials forecast third-quarter revenue of $6.15 billion, plus or minus $400 million, compared with analysts' estimates of $6.02 billion, according to Refinitiv IBES data. The company posted second-quarter revenue of $6.63 billion, compared with estimates of $6.38 billion. On an adjusted basis, the company earned $2 per share in the second quarter, beating estimates of $1.84 according to Refinitiv IBES data.

☆ Here's our Monthly Meeting rapid-fire update on all 34 stocks in the Club's portfolio
▼ + stars: | 2023-05-18 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +13 min

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Ford (F): CEO Jim Farley did a fantastic job delivering in the automaker's latest quarter, and we like his decision to scale back Ford's business in China . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club.

☆ Nvidia's stock could rise fivefold in 10 years on A.I. trend, says fund manager
▼ + stars: | 2023-05-18 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Shares of the Silicon Valley-headquartered firm have doubled since the start of this year over positive investor sentiment toward A.I. Despite the gains, the stock is still down by 12% from its all-time high on Nov. 29, 2021, according to FactSet data. "But I think Nvidia has a good track record of demonstrating that they can." Ripman added that he could see a scenario where Nvidia could grow five-fold due to the market size and demand. "What this really comes down to is, I think we're just scraping the surface really of what A.I.

☆ The clock is ticking for companies to speak clearly like Musk about China's Taiwan policy
▼ + stars: | 2023-05-18 | by ( Eric Rosenbaum | ) www.cnbc.com time to read: +5 min

Elon Musk spoke this week on a topic few CEOs want to weigh in on publicly: China's intentions to ultimately integrate Taiwan as part of the People's Republic of China. "The official policy of China is that Taiwan should be integrated. And he added, "the situation is actually a lot worse for a lot of other companies than Tesla. "I don't think it's imminent but I do think companies should heed what he [Musk] says." The U.S. government policy remains to not take an official position on Taiwan as an independent and sovereign state.

☆ Chipmakers look to Japan as worries about China grow
▼ + stars: | 2023-05-18 | by ( ) edition.cnn.com time to read: +2 min

Japanese Prime Minister Fumio Kishida said he welcomed and expected more investment from global chipmakers, after meeting top executives on Thursday before a Group of Seven summit. Growing Taiwan and US tensions with China have brought serious challenges to the semiconductor industry. “I am very pleased with your positive attitude towards investment in Japan, and would like the government as a whole to work on further expanding direct investment in Japan and support the semiconductor industry,” Kishida said. Japan's Prime Minister Fumio Kishida meets executives of major global chipmakers ahead of a G7 summit. In particular, Kumamoto prefecture in southwestern Japan is quickly becoming a hotbed for tech investment from companies including TSMC and Fujifilm Holdings Corp (FUJIF).

☆ Meta pulls the curtain back on its A.I. chips for the first time
▼ + stars: | 2023-05-18 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +5 min

She said that Meta has a "multi-generational roadmap" for its family of AI chips that include processors used for the task of training AI models, but declined to offer details beyond the new inference chip. Reuters previously reported that Meta cancelled one AI inference chip project and started another that was supposed to roll out around 2025, but Bjorlin declined to comment on that report. Meta used the supercomputer, which contains 16,000 Nvidia A100 GPUs, to train the company's LLaMA language model, among other uses. Unlike other tech companies, Meta released its LLaMA language model to researchers so they can learn from the technology. However, the LlaMA language model was then leaked to the wider public, leading to many developers building apps incorporating the technology.

☆ Japan's prime minister to meet with top chip firms
▼ + stars: | 2023-05-17 | by ( ) www.reuters.com time to read: +2 min

SummarySummary Companies Meeting could happen as soon as ThursdayWould include TSMC, Samsung, Intel, MicronTOKYO, May 17 (Reuters) - Japan's Prime Minister Fumio Kishida plans to meet with top executives from global semiconductor companies as early as on Thursday to strengthen multilateral cooperation, Chief Cabinet Secretary Hirokazu Matsuno said. Japan is striving to reinvigorate its chip sector, whose global market share has fallen to about 10% from around 50% in the late 1980s. TSMC, the world's largest contract chip manufacturer, is building a major factory in western Japan. Samsung is considering setting up a chip packaging test line in the country, five people familiar with the matter said in March. Also, Intel is looking into opening up a research and development facility in Japan, the Yomiuri Shimbun daily reported on Wednesday.

☆ Japan PM Kishida to meet executives from top chip firms -sources
▼ + stars: | 2023-05-17 | by ( ) www.reuters.com time to read: +1 min

TOKYO, May 17 (Reuters) - Japan's Prime Minister Fumio Kishida plans to meet on Thursday with top executives from global semiconductor companies including TSMC to seek active investment in Japan, said two people involved in planning the meeting. Kishida will also ask those companies to develop closer cooperation with Japanese firms, the people said following a Yomiuri newspaper report on the meeting. Japan is striving to breathe vigour into its chip sector, whose global market share has tumbled to about 10% from around 50% in the late 1980s. TSMC, the world's largest contract chip manufacturer, is building a major factory in western Japan. Samsung is considering setting up a chip packaging test line in the country, five people familiar with the matter said in March.

☆ Elon Musk says growing belligerence between China and the US 'should be a concern for everyone'
▼ + stars: | 2023-05-17 | by ( Huileng Tan | ) www.businessinsider.com time to read: +2 min

Elon Musk told CNBC that growing US-China tensions should concern everyone. He said US and China are like "conjoined twins" and any fallout would impact the world economy. Elon Musk is concerned about the intensifying geopolitical tensions between US and China — and he thinks everyone else should be too. "I think that should be a concern for everyone," Musk told CNBC's David Faber on Tuesday in response to a question about the "growing belligerence between the US and China." That's the severity of the situation," Musk, the CEO of electric vehicle maker Tesla, told Faber.

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