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Wednesday 15 January 2025
US-China export controls: why Beijing’s long-term leverage is waning
The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However,...
Wednesday 15 January 2025
US chip curbs accelerate China's push in autonomous vehicles and AI robotics
The US's tightened semiconductor restrictions have propelled China's drive for self-sufficiency, spurring advancements in autonomous vehicles, AI robotics, and industrial-grade semiconductors...
Friday 10 January 2025
China's automotive chip reliance poses risks to EV ambitions
While China has established a leading position in global electric vehicle (EV) manufacturing and sales, the country continues to face significant hurdles in achieving self-sufficiency...
Friday 3 January 2025
China's automotive IC self-sufficiency bid faces high barrier from European IDMs
Chinese chip vendors' efforts to achieve self-sufficiency in automotive ICs have shown progress, but their advancement is hindered by a high barrier formed by European IDMs, according...
Tuesday 10 December 2024
China's industrial and automotive chip drive powers military-grade AI robotics
China's push for semiconductor self-sufficiency, spurred by US restrictions, is yielding dual-use technological advances that span both civilian and defense sectors. Several key developments...
Tuesday 3 December 2024
Chinese OSATs step up investment in advanced packaging
Chinese outsourced semiconductor assembly and test (OSAT) providers have intensified their capacity expansion for advanced packaging to support the country's semiconductor self-sufficiency...
Tuesday 3 December 2024
Biden's final chip salvo hits China: TSMC steady, UMC-VIS gain
The US government is preparing to expand restrictions on semiconductor equipment and related chip sales to China, particularly targeting AI and High Bandwidth Memory (HBM) products...
Thursday 28 November 2024
IDMs develop automotive chips tailored for China market
International integrated device manufacturers (IDMs) have begun offering automotive-grade chips specifically designed for the China market in 2024, responding to mounting cost pressures...
Thursday 21 November 2024
China accelerates chip independence push in face of Trump 2.0
China's semiconductor industry is intensifying its drive toward self-sufficiency through expanded state funding and domestic innovation, particularly as Donald Trump's return to the...
Tuesday 19 November 2024
Samsung foundry eyes Qualcomm and Nvidia for 2nm and 3nm orders
Samsung Electronics' foundry division is advancing its semiconductor capabilities through the mass production of the Exynos 2600 (tentative name), marking a strategic push for self-sufficiency...
Monday 11 November 2024
China's auto sector embraces Huawei as a partner, but tensions linger
China's automotive industry is steering into an era of intelligent vehicles in 2024, propelled by advances in new energy technology. After years of hesitation, automakers are now...
Monday 28 October 2024
China's auto industry embraces local chip production with RISC-V architecture
China's automotive sector increasingly recognizes the critical importance of local chip production, prompting a shift towards the open-source RISC-V instruction set architecture....
Thursday 19 September 2024
TSMC solves mass production issues in US; advanced process self-sufficiency may be realized
In early December 2022, Apple CEO Tim Cook and US President Joe Biden attended the groundbreaking ceremony for TSMC's wafer fab in Arizona. During his speech, Cook stated that the...
Wednesday 4 September 2024
Imec CEO advocates global collaboration in chips industry, warns against regional self-sufficiency
In the post-pandemic era, the China+1 strategy has gained momentum, prompting nations previously behind in the semiconductor race to build their own ecosystems. However, not everyone...
Wednesday 21 August 2024
TSC expands disilane market share
Taiwan Specialty Chemicals (TSC) has gradually expanded its share of the global disilane market, which is dominated by its Japan- and France-based counterparts.