Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers, including LG Electronics, over alleged violations of its LCD glass substrate patents. Industry analysts link this move to Corning's recent struggles with declining market share and profitability

The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However, while these measures have hindered Beijing's technological ambitions, their broader implications suggest a complex and potentially counterproductive dynamic. This article explores the efficacy of export controls, China's countermeasures, and the long-term ramifications for global trade and innovation

In recent years, the Japanese government has concentrated its semiconductor subsidy investments primarily on chip manufacturing. This includes financial support for TSMC to set up factories in Japan, funding for Rapidus to develop 2nm logic IC mass production technology, and investments in memory and power semiconductor production domestically

The recent US chip ban is expected to exacerbate the challenging circumstances for China's GPU industry, intensifying both market and production pressures

The Biden Administration planned to ban Chinese hardware and software for vehicle communication and autonomous driving systems in the US by September 2024. In addition to this, a 100% tariff on Chinese electric vehicles (EVs) has been introduced, with additional tariffs expected under a potential second term for Donald Trump. These measures reflect heightened scrutiny of Chinese technology in critical sectors

The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create significant hurdles for Chinese giants like Baidu, Alibaba, and Tencent, especially as they ramp up efforts to develop advanced GPU cluster infrastructures, often referred to as "10,000-GPU clusters.

The impending return of Donald Trump to the White House may trigger significant global economic disruption. The president-elect's threats to increase tariffs on Vietnamese and Mexican imports could severely impact the supply chains that Taiwanese companies have been developing in recent years

Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply, this decision likely aims to stabilize prices and reduce losses in its NAND business

The Biden administration is rolling out measures to bolster US automotive manufacturing and artificial intelligence (AI) development, as it looks to sharpen curbs on Chinese technology and tee up potential restrictions for Donald Trump, to enact

Chinese silicon carbide (SiC) substrate manufacturers are facing mounting pressures as quality issues and a looming US trade investigation threaten their market position. Despite achieving European certification milestones in 2023, the industry now grapples with domestic oversupply and intensifying competition that could reshape the global SiC landscape

The US's tightened semiconductor restrictions have propelled China's drive for self-sufficiency, spurring advancements in autonomous vehicles, AI robotics, and industrial-grade semiconductors. This development could enable China to shape global industry standards

The emergence of domestic chip development among China's leading home appliance manufacturers is reshaping the microcontroller unit (MCU) market landscape, as a new trade-in program is expected to boost demand for consumer electronics and drive growth in the MCU industry. However, traditional MCU manufacturers now face competition from both industry peers and local appliance brands developing their chips

To curb China's domestic advancements in semiconductor technology, particularly in photolithography, the US Department of Commerce (DOC) has recently intensified its efforts against Chinese companies. Just before President Joe Biden leaves office, a comprehensive blockade targeting Chinese lithography machines and key components has been initiated

ICSmart, referencing Tianyancha data, reported that on January 7, Nanjing ZhongAn Semiconductor Equipment (ZAS) updated its corporate registration, welcoming seven new shareholders. Among them is the National Integrated Circuit Industry Investment Fund Phase II, also known as the "Big Fund Phase II.

China's economy remains on a downward trajectory, with weak domestic consumption. According to The Economic Observer, Shi Li, Dean of the Institute for Common Prosperity at Zhejiang University, estimates that 900 million people—65% of the population—earn less than CNY3,000 (approx. US$410) per month, classifying them as low-income