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Tuesday 18 July 2023
Chip CEOs to meet Brainard, Sullivan over China restrictions
National Economic Council Director Lael Brainard and National Security Adviser Jake Sullivan are joining a White House meeting Monday with the chief executive officers of America's...
Tuesday 18 July 2023
US plans narrow China tech investment limits, likely by 2024
The Biden administration's plans to restrict investments in China will be narrowly focused on cutting-edge technology, only new investments, and likely won't go into effect until...
Tuesday 18 July 2023
Trump accuses Taiwan of taking away America's semiconductor business
Former US President Donald Trump, in a Fox News interview, accused Taiwan of taking away American's semiconductor business and said the US government should have tariffed Taiwan,...
Tuesday 18 July 2023
Semiconductor suppliers turn to 2Q24 for PC and handset recovery
Seeing demand for handsets and PCs likely to remain sluggish for the second half of 2023, many semiconductor suppliers are now eyeing a recovery in the second quarter of 2024, according...
Tuesday 18 July 2023
SK Hynix to brace for market segmentation amid its Chinese business crisis
SK Hynix, despite previously denying rumors of withdrawing from its operations in China, has acknowledged that the recovery of the Chinese market has fallen short of expectations...
Tuesday 18 July 2023
Germany's China strategy: a false sense of autonomy without addressing the elephant in the room
Germany published its first China strategy on July 13, following an eventful June as Europe geared up to face China's growing heft and as the US-China tech war further escalated....
Tuesday 18 July 2023
What does China's 2Q23 GDP data tell us about the market?
One year after China lifted its pandemic control measures, the recovery momentum is already grinding to a stop. Economists have repeatedly warned that slower economic growth in China...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Tuesday 18 July 2023
Major China-based IC design houses to post declining profit for 1H23
According to the latest financial guidance, China-based IC design houses did not perform well due to the unfavorable market conditions of the consumer electronics market in the first...
Tuesday 18 July 2023
China approval would be key to Kioxia-Western Digital merger
China's approval would be key to whether Kioxia could quickly merge with Western Digital's flash business, according to industry sources.
Monday 17 July 2023
Chinese chip gear profits soar after US curbs spur local buying
Two major Chinese chip equipment makers are predicting a doubling in profits after the US clamped on exports of American technology, forcing manufacturers to rely on homegrown alte...
Monday 17 July 2023
BYD ups SiC epitaxy capacity by 50% in 2023
BYD is set to expand its silicon carbide (SiC) epitaxy capacity by 50% in 2023 and has already begun installing equipment with the production lines to be fully completed by September...
Monday 17 July 2023
China-developed AI chips enter 7nm and below era
The manufacturing of AI chips developed by China-based companies has started to enter the 7nm node and below despite the US' frequent sanctions on China's AI products, according to...
Monday 17 July 2023
China LED industry becomes a victim of auto market price war
China's auto market in the first half of 2023 set off a fierce price war dubbed the "suicidal price cuts," from battery EVs to fuel cell vehicles, which have turned the automotive...
Monday 17 July 2023
Nvidia H800 under spotlight as A800 shipment to China rumored to be reduced
As Washington plans to strengthen control over the export of Nvidia A800 to China, Chinese media reported that Nvidia plans to reduce A800 production and allocate the capacity to...