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    As exchange rate volatility subsides, Nvidia and TSMC stabilize semiconductor supply chain confidence
    18min ago
    Samsung Display leads iPhone panel supply with foldable models boosting growth
    Sep 1, 18:50
    Decline of smartphone camera lens: manufacturers shift to high-performance and auto markets
    Sep 1, 18:50
    SMIC plans full acquisition of subsidiary amid state capital exit
    Sep 1, 18:50
    The challenges of automotive camera growth in 2025
    Sep 1, 18:50
    Foxconn to be the main beneficiary of sovereign AI investment surge
    Sep 1, 18:49
    NEWS TAGGED BEIJING
    Monday 1 September 2025
    China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

    The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security...

    Monday 1 September 2025
    SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
    China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
    Monday 1 September 2025
    China moves to curb disorderly AI competition amid global boom
    China's top economic planner has pledged to prevent excess competition in the artificial intelligence (AI) sector, signaling Beijing's intent to balance rapid innovation with the...
    Monday 1 September 2025
    DeepSeek fuels return to profit for Chinese tech champion Huawei
    Huawei Technologies Co. posted a first-half profit, getting back into the black after the emergence of DeepSeek ignited a wave of AI development across China.
    Thursday 28 August 2025
    China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
    On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
    Wednesday 27 August 2025
    DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

    DeepSeek shook up China's AI race on August 21 with the release of its V3.1 model, built on UE8M0 FP8 Scale precision and designed for...

    Tuesday 26 August 2025
    China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
    Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
    Tuesday 26 August 2025
    TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure
    Taiwan Semiconductor Manufacturing Co. (TSMC) has decided to operate its upcoming 2nm wafer fabs entirely without Chinese-made equipment. The new lines are scheduled to begin operations...
    Monday 25 August 2025
    Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
    China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
    Friday 22 August 2025
    Analysis: Is the US taking a page from China's 'Big Fund'?
    SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...
    Friday 22 August 2025
    China’s AI chip drive eyes 82% autonomy by 2027
    China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.
    Friday 22 August 2025
    Nvidia reportedly orders halts H20 chip production amid China market backlash
    Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...
    Friday 22 August 2025
    China signals soft resistance to US-approved Nvidia H20 shipments
    On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...
    Thursday 21 August 2025
    Nvidia's impossible dilemma: trust on a string between Washington and Beijing
    Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on...
    Monday 18 August 2025
    Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold
    As China's semiconductor juggernaut gathers pace, a fierce contest for dominance in the silicon wafer market is becoming inevitable for global suppliers.
    1/24 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Monday 1 September 2025
    Holtek Semiconductor to Participate in Electronica India 2025
    Friday 29 August 2025
    Streaming Giants Turn into Financial Powerhouses
    Thursday 28 August 2025
    SK hynix Starts Supplying Mobile DRAM with Highly Efficient Heat Dissipation
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES