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Monday 17 July 2023
YMTC raises NAND prices in China defying market downturn, US trade curbs
Despite the ongoing downturn in the NAND flash market, Chinese maker Yangtze Memory Technologies (YMTC) has recently increased its 128-layer NAND prices by approximately 5%, following...
Monday 17 July 2023
Weekly news roundup: advances in China's ongoing struggle for AI chips and other top stories from the previous week

TSMC seeing more orders from China-based AI chip suppliers

Monday 17 July 2023
Huawei sends a message by leveraging 5G patents for revenue growth and influence
Huawei's operating pressure mainly comes from the weak consumer electronics market recovery as well as overseas sanctions, especially in Europe and the United States. Huawei's revenue...
Monday 17 July 2023
Bosch starts production of fuel-cell power modules in Germany and China
Top automotive supplier Bosch is doubling down on hydrogen technology. The company announced on July 13 that it has begun making fuel-cell power modules in Germany and China, increasing...
Monday 17 July 2023
Intel AI chip sales in China to face market, time tests
With widespread speculation about the US government considering further restrictions on the export of Nvidia's A800 and H800 GPUs to China, Intel has chosen this opportune moment...
Friday 14 July 2023
China issues interim AI guidelines
According to People's Daily, seven state agencies in China, including the Cyberspace Administration of China, issued interim guidelines for managing the generative AI business,...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Friday 14 July 2023
Master Transportation sees Paraguay as launchpad to enter South American electric bus market
Electrifying buses is critical to reduce carbon emissions from the transportation sector. Taiwan has seen its e-bus scale up with government support. Companies are poised to expand...
Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Friday 14 July 2023
FPD equipment market to bottom out in 2023 and recover with 153% rise in 2024
After peaking near US$21 billion of revenue in 2017, the market for capital equipment used to manufacture OLEDs and LCD panels has suffered from continuous annual declines as the...
Friday 14 July 2023
Huawei announces royalty rates for the first time, fee income totaled US$560 million in 2022
At its annual flagship event on innovation and intellectual property protection in Shenzhen, Huawei disclosed its royalty fee revenues for the first time on July 13, and announced...
Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Friday 14 July 2023
Nio CEO says the world should stop politicizing business, criticizing US protectionism
China-based automakers are asking the US to make its car market more friendly to them. William Li, founder and CEO of EV company Nio, said the world should be more open and not politicize...
Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...