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China's economy accelerated for a second-straight quarter as investment picked up, retail sales rebounded and factory output strengthened amid robust credit growth and further strength in property markets.
Bloomberg
A Chinese court has ordered Samsung Electronics' mainland subsidiaries to pay CNY80 million ($11.60 million) to Huawei Technologies for patent infringement, the China firm's first victory against Samsung on its legal challenges over intellectual property.
Reuters
Will there be a trade war? Probably not, because protectionist measures would hurt the US economy and the Chinese are counting on it to be impractical.
BBC News
Toshiba's plan to divest its memory chip business has Japanese corporate leaders worried that critical information technology could leak to foreign companies - particularly those in China.
Nikkei Electronics Asia
Tencent, Asia's second highest valued tech firm, has bought a five percent share in Tesla. According to a filing, the Chinese firm scooped up 8,167,544 shares for around $1.7 billion to become one of Tesla's largest shareholders.
TechCrunch
When translated from Mandarin, Apple's China retail website for the Red devices simply read as "now in red" while the Taiwanese site used the words "product" Red which the US and other countries have as well.
BBC News
A ban that threatened to stop the sale of iPhone 6 and 6 Plus phones in China has been overturned after a court ruled in favour of Apple in a patent dispute.
BBC News
Even if China doesn't build all of these fabs, there are still some worrisome signs. For example, a large percentage of the projected capacity from China's foundry vendors is slated for 28nm processes and above. So over time, some see a potential capacity glut, if not a price war, looming for these technologies.
Semiconductor Engineering
A big concern is a potential over-supply situation in display glass, as China slams on the gas for OLED capacity.
Barron's
The technology sector in China is still not sophisticated enough to compete with the US in the global chip market, the chairman of China's top contract chipmaker said on Tuesday.
Nikkei Electronics Asia
Executives at Chinese tech companies say that China's acquisitive forays into foreign chip sectors are now meeting resistance due to increasing wariness of overseas authorities and companies.
Nikkei Electronics Asia
Taiwan's Foxconn, the world's largest contract electronics maker, is not a favored bidder for Toshiba's memory chip business due to its close ties with China, sources with direct knowledge of the deal said.
Reuters
Unigroup mobile-design subsidiary Spreadtrum & RDA and the British supplier of chips to Apple's iPhones and iPads are considering a joint venture in eastern China, through which the pair will jointly design communications components.
Bloomberg
China has reported its first monthly trade deficit in three years, after imports surged and a slowdown during the Lunar New Year holidays hit output.
BBC News
Lattice Semiconductor has moved a step closer to being acquired by an investment firm backed by China's central government, announcing Tuesday (Feb. 28) that its shareholders have approved the terms of the $1.3 billion deal.
EE Times
China's state-backed Tsinghua Unigroup is pushing for an initial public offering of its mobile chip unit, Unigroup Spreadtrum RDA, in 2018, sources told Nikkei Asian Review.
Nikkei Electronics Asia
"China will find it very tough to buy US high-tech companies and difficult to leverage Chinese joint ventures or wholly-owned enterprises to access key US intellectual property," Andrew Lu wrote in a Jan. 10 report for Smartkarma. "We thus expect more senior Taiwan veterans to join China's semiconductor industry as a second wave of talent moves to China."
EE Times
Nexperia is NXP's former Standard Products division which was sold to Chinese financial investors JAC Capital and Wise Road Capital for $2.75 billion last June. The company is a leader in discretes, logic and MOSFETs.
Electronics Weekly
Samsung SDI, a supplier of batteries to explosion-prone Galaxy Note 7 smartphones, said a "minor fire" broke out at a plant in northern China but was quickly put out.
Bloomberg
Qualcomm's $39 billion acquisition of NXP, expected to close at the end of this year, could hit a snag, according to a recent report by the Capitol Forum.
EE Times
Xiaomi was little known outside China in 2013, when Hugo Barra left a top job at Alphabet's Google and signed on to make the Chinese smartphone maker a force internationally.
Wall Street Journal
China's economy grew by 6.7% in 2016, compared with 6.9% a year earlier, according to official data, marking its slowest growth since 1990.
BBC News
International Data Group, the owner of PCWorld magazine and market researcher IDC, on Thursday said it was being acquired by China Oceanwide Holdings Group and IDG Capital, the investment management firm run by IDG China executive Hugo Shong.
Reuters
China's government has conveyed its concern over Foxconn Technology Group billionaire Terry Gou's plan to expand the Apple assembler's operations in the US after President-elect Donald Trump takes office, people familiar with the matter said.
Bloomberg
China's push to develop its domestic semiconductor technology threatens to harm US chipmakers and put America's national security at risk, the Obama administration warned in a report that called for greater scrutiny of Chinese industrial policy.
Bloomberg
Rosenblatt Securities's Jun Zhang today reiterates a Buy rating on shares of Qualcomm, and raises his price target to $75 from $70, writing that the company's set to ride the wave of smartphone sales by Chinese phone makers Vive and Oppo.
Barron's
Two senior China executives defended the country's big bet on its semiconductor industry here a week after a White House report called for international action against practices it called unfair. Executives from fab and capital equipment companies said the China government is not being unfair in the way it supports its still-infant industry.
EE Times
Hard-disk drive maker Seagate Technology said it would cut more than 2,000 jobs as it shuts down its Suzhou factory in China.
Reuters
Ma said he would help US businesses create a million new jobs by using his website to sell to China.
BBC News
The increased consumer interest in smartphones, according to Accenture, is based largely on the Chinese market. Nearly three out of four Chinese consumers said they would buy new smartphones in 2017, up from 61% in 2016.
Fortune
The Obama administration is finalizing a study that could lead to restrictions on Chinese investment in the US semiconductor sector.
Wall Street Journal
Two shops this morning offer data on China's mobile market, Cowen and Bernstein, with slightly different implications as far as the health of wireless chip vendor Qualcomm's business.
Barron's
8 Dec 2016
At its Windows Hardware Engineering (WinHEC) conference in Shenzhen, China, Microsoft said Thursday morning that it's partnered with Qualcomm to enable new, low-cost PCs. These are intended to replace Windows tablets built around Intel's Atom, a chip the company's essentially discontinued.
PC World
China's National Silicon Industry Group, a state-backed semiconductor investment fund, is interested in acquiring a majority stake in German silicon-wafer maker Siltronic, the latest potential Chinese takeover that could face political opposition, according to people familiar with the matter.
Bloomberg
In the latest signal from Washington that it's protecting its semiconductor industry from Beijing, US President Barack Obama on Friday issued an executive order barring a Chinese deal to buy a German semiconductor company's California-based subsidiary, citing national security reasons.
Forbes
Eight users have complained to Shanghai's consumer watchdog that their iPhone 6 series handsets spontaneously combusted or exploded. Apple said it had conducted tests on the devices and had found "no cause for concern with these products".
BBC News
Canyon Bridge Capital Partners, a buyout fund that agreed to acquire US-based chipmaker Lattice Semiconductor for $1.3 billion earlier this month, is funded partly by cash originating from China's central government and also has indirect links to its space program, Chinese corporate filings show.
Reuters
China has become the first country to receive more than 1m patent applications in a single year - a record the World Intellectual Property Organisation said reflected "extraordinary" levels of innovation in the world's most populous nation.
The Financial Times
According to the Korea International Trade Association, South Korea recorded a trade surplus of US$29.8 billion in its trade with China for the first 10 months of this year. The amount fell 24% from a year ago whereas South Korea's total exports showed a negative growth of 12% during the same period. The trade surplus is estimated to reach US$35.7 billion at the end of this year. For reference, South Korea posted its all-time high trade surplus with respect to China, US$62.8 billion, in 2013.
BusinessKorea
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