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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...
Monday 17 July 2023
Intel Gaudi 2 not compelling enough for Chinese AI companies at the moment
Despite Intel's keen moves in promoting its latest AI solution, the Gaudi 2, in China recently, many Chinese AI companies are reportedly hesitant to switch their AI models onto Intel's...
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...