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The share-price gap between Taiwan Semiconductor Manufacturing Co. and China's biggest chipmaker is near its widest in almost two decades, highlighting the difficulty Beijing faces in building up its domestic chip industry.
Bloomberg
Russia's current standing in the international community - from economic pariah to massive supplier of fossil fuels - seems perfectly suited to the predicament faced by traditional Chinese automakers. In fact, sanctions against Moscow are likely the single largest driver of vehicle exports from its neighbor since the invasion of Ukraine began more than two years ago.
Bloomberg
Some Chinese AI chip companies are now designing less powerful processors to retain access to TSMC production in the face of US sanctions, four people with knowledge of the matter said.
Reuters
China has launched an anti-dumping probe into imports of a widely used plastic from the US, EU, Taiwan and Japan.
BBC News
Huawei's latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis showed, pointing to the progress China is making towards technology self-sufficiency.
Reuters
China passed a law on Friday strengthening its trade defence capabilities as the United States and the European Union take aim at Beijing over excess industrial capacity.
Reuters
Huawei Technologies and a secretive chipmaking partner in China have filed patents for a low-tech but potentially effective way to make advanced semiconductors, raising the prospect that China could improve chip production techniques despite US efforts to halt its progress.
Bloomberg
China has introduced guidelines to phase out US microprocessors from Intel and AMD from government personal computers and servers.
The Financial Times
Japan's efforts to rebuild its semiconductor industry are getting a shot in the arm as more and more Taiwanese chip companies expand here - not only to support a new TSMC plant but also excited about the Japanese sector's prospects.
Reuters
Graphcore has struggled to gain a foothold in the market for AI chips despite huge spending on artificial intelligence. It has also been hit by the closure of its business in China amid US controls on selling AI technology.
Daily Telegraph (UK)
Teradyne, a supplier of semiconductor testing equipment, pulled manufacturing worth about $1 billion out of China last year, a Teradyne spokesperson said on Monday, after US export regulations led to supply chain disruptions.
Reuters
Nvidia may not be able to sell its top-specced GPUs in China, but across the border in India, datacenter operators are buying up tens of thousands of accelerators to bolster their AI capabilities.
The Register
Tesla is recalling more than 1.6m Model S, X, 3 and Y electric vehicles exported to China for problems with their automatic assisted steering and door latch controls.
Guardian
The crises that have brought supply chains to their breaking point have highlighted an urgent need for change. This will result in a far more robust and balanced framework for global trade and manufacturing.
Bloomberg
Chinese President Xi Jinping, in his annual New Year's Eve address, reiterated his claim that Taiwan would "surely be reunified" with China.
BBC News
China is to bring in new rules that will limit the amount of money and time that people can spend on video games.
BBC News
China's Yangtze Memory Technology is readying its next-generation 3D NAND memory architecture - Xtacking 4.0 - despite severe sanctions against the company, according to a document seen by Tom's Hardware. The company has no plans to increase the number of layers with the two Xtacking 4.0 devices currently in development, but the family may get broader over time.
TG Daily
New US export controls may compel artificial-intelligence giant Nvidia to cancel billions of dollars in next-year orders for its advanced chips to China, a move that could deprive Chinese tech companies of crucial AI resources.
Wall Street Journal
China's state-backed chip investment fund has invested CNY14.56 billion (US$1.99 billion) in a memory chip company called Changxin Xinqiao, records showed.
Reuters
Chip manufacturing equipment supplier Lam Research forecast second-quarter revenue slightly below Wall Street estimates on Wednesday due to weak memory chip demand, even though its China business continues to boom.
Reuters
Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, extending their dominance in the displays industry after also dominating the TV and smartphone display markets.
Company release
They included a unit of Taiwanese chip material reseller Topco Scientific and a subsidiary of Taipei-based L&K Engineering, according to a Bloomberg News investigation. Across town at another Huawei-affiliated site, Bloomberg identified workers from a subsidiary of construction specialist United Integrated Services (UIS).
Bloomberg
Oil prices are on track to reach $100 a barrel this month for the first time in 2023 after surging by almost 30% since June, after Russian and Saudi Arabian production cuts and rising demand from China.
The Guardian
It appears that a third Chinese exascale supercomputer, long thought to be halted indefinitely due to the impact of US sanctions, has come online.
TG Daily
Apple's new iPhone 15 series experienced a surge in advance orders when pre-sales started on Friday. However, buyers noted that obtaining the new phones is not as challenging this year compared to previous years.
Global Times
China's exports have dropped for fourth month in a row as the "world's factory" struggles with weak demand at home and abroad.
BBC News
Restrictions on foreign devices are the latest step in Beijing's campaign to reduce reliance on overseas technology and could hurt Apple's success in the country.
Wall Street Journal
Xi Jinping wants them to focus on the party's goals. Many cannot see why they should.
Economist
China has long been the engine of global growth. But in recent weeks, its economic slowdown has alarmed international leaders and investors who are no longer counting on it to be a bulwark against weakness elsewhere. In fact, for the first time in decades, the world's second economy is itself the problem.
CNN
China's central bank has cut one of its key interest rates for the second time in three months as the world's second-largest economy struggles to bounce back from the pandemic.
BBC News
Italy made an "improvised and atrocious" decision in joining China's Belt and Road (BRI) initiative, defence minister Guido Crosetto has said.
BBC News
A majority of Korean semiconductor companies responded to a Bank of Korea (BOK) survey by saying that their exports to China were unlikely to fully recover.
BusinessKorea
When former Samsung executive Choi Jinseog won a contract with Taiwan's Foxconn in 2018, he tapped his former employer's supplier network to steal secrets to help his new client set up a chip factory in China, an indictment by South Korean prosecutors alleges.
Reuters
Micron Technology plowed through the worst quarter in its history and is setting its sights on a recovery in the memory chip market, but issues in China could set back its recovery efforts.
MarketWatch
This year's 618 shopping festival, which lasted for several weeks until June 18, is the first since China ended its virus control policies and was highly anticipated to stimulate an increase in consumer spending. However, the actual sales between June 1 and June 7 in the smart devices market didn't meet expectations. Consumers opted for high-quality products but were more price sensitive this year.
IDC
Analysts say the move will weaken export-control measures aimed at curbing Beijing.
Wall Street Journal
TikTok's owner ByteDance has been accused of allowing Chinese Communist Party (CCP) members to access the data of Hong Kong civil rights activists and protesters.
BBC News
Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with "our hands tied behind our back" and unable to sell advanced chips in one of the company's biggest markets.
The Financial Times
Singapore is benefiting from the US-China discord in at least one respect: semiconductor sales.
Bloomberg
Seoul has signalled it will not intervene to stop South Korean companies Samsung and SK Hynix from filling in a market gap after China imposed a ban on US chipmaker Micron, in an escalation of the tech battle between the superpowers.
The Financial Times
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