Yazılar

ByteDance Shifts Chip Design Staff to Singapore Unit Amid U.S.-China Tensions

/in /tarafından

Chip designers at ByteDance, many based in Beijing and Shanghai, were surprised last week to learn they are officially reporting into a Singapore unit, according to three people familiar with the matter. The change became clear when staff were reassigned into a new group on the company’s internal messaging system.

Analysts suggest the restructuring could help ByteDance navigate U.S.-China trade restrictions on semiconductor access. Since late 2023, U.S. rules have barred mainland Chinese firms from using Taiwan’s TSMC to manufacture advanced AI chips above certain performance thresholds. Shifting oversight to Singapore may allow ByteDance more flexibility in securing partnerships and production.

ByteDance, best known globally for TikTok, has been expanding into proprietary chip design since 2022, developing application-specific integrated circuits (ASICs) to reduce reliance on suppliers like Nvidia. The company has worked with Broadcom on AI processors intended for TSMC fabrication, though it does not currently outsource manufacturing to the Taiwanese firm.

The Singapore entity may be linked to Picoheart, a ByteDance subsidiary registered in December 2023. Picoheart drew notice last year when it acquired a 9.5% stake in Chinese memory chipmaker Innostar. Singapore also hosts TikTok’s CEO Shou Zi Chew and some of ByteDance’s largest data centers.

So far, ByteDance’s chips are limited to inference tasks, such as video decoding and networking, rather than the more computationally intensive AI training workloads where rivals like Alibaba and Baidu have advanced further. Job postings indicate ByteDance is still hiring for its AI chip team as it tries to catch up in the strategic semiconductor race.

Trump to Hit Semiconductor Imports with Tariffs Unless Firms Build in U.S.

/in /tarafından

President Donald Trump announced Thursday that his administration will impose tariffs on semiconductor imports from companies that do not move production to the United States. Speaking ahead of a dinner with top tech CEOs, Trump said the tariffs would be “fairly substantial” but would not apply to companies already investing in U.S. manufacturing.

Trump framed the move as part of his broader strategy of using tariffs to pressure foreign companies and governments to shift production and jobs into the U.S. “If they are not coming in, there is a tariff,” he said. He singled out Apple CEO Tim Cook, noting that Apple’s $600 billion commitment to domestic investment puts it “in pretty good shape.”

The policy comes as global chipmakers respond to U.S. pressure. Taiwan’s TSMC, South Korea’s Samsung, and SK Hynix have all announced major U.S. semiconductor plant investments. Trump had previously floated a 100% tariff on imported chips but said exemptions would apply for companies producing or planning facilities inside the country.

The announcement underscores Trump’s second-term emphasis on tariffs as a cornerstone of economic and foreign policy, a tool he has wielded to renegotiate trade terms and gain leverage in geopolitical disputes. However, legal challenges loom: lower courts have invalidated parts of his earlier tariff regime, and the administration has asked the Supreme Court to uphold the sweeping emergency powers used to justify them.

Texas Instruments Warns of Cooling Demand After Tariff-Driven Surge

/in /tarafından

Texas Instruments (TXN.O) said on Thursday that customer demand has slowed following a sharp spike in April, when buyers rushed to place orders ahead of U.S. President Donald Trump’s “Liberation Day” tariff announcement. Shares of the chipmaker fell nearly 4% after the update, delivered at the Citi Global TMT Conference by Chief Financial Officer Rafael Lizardi.

Lizardi explained that January-to-April demand was temporarily lifted by tariff-related market dynamics but noted that “things did slow down after April, or at least didn’t grow as they normally would have.”

The finance chief also addressed speculation about potential government stakes in semiconductor firms, clarifying that TI has not been approached about equity participation in exchange for CHIPS Act incentives. The Trump administration’s decision to take a 9.9% stake in Intel (INTC.O) has fueled debate about government involvement in the industry, but Lizardi said, “Nothing along those lines has been discussed or proposed” for TI.

Under the CHIPS and Science Act, the Commerce Department has earmarked up to $1.6 billion in funding for Texas Instruments. Lizardi said the agreement, initially signed under the Biden administration and later adjusted under Trump, saw only “minor, favorable changes.”

TI’s free cash flow remains under pressure from elevated capital expenditure, with share repurchases continuing but at a reduced pace. In July, the company issued a profit forecast that signaled weaker-than-expected demand for its analog chips, particularly from the automotive sector, which has been slow to rebound. Despite challenges, TI reiterated that four of its five end markets are showing recovery, with autos lagging due to broader economic uncertainty.