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
DIGITIMES Research analyst Brandon Fang observed that AI glasses dominated CES 2025. From pre-show events such as CES Unveiled, Pepcom, and ShowStoppers to the main exhibition, manufacturers from China, Hong Kong, and Germany prominently displayed their latest AI glasses. The innovative displays drew a steady flow of media professionals and attendees, highlighting the rising interest in AI-powered wearables
Nvidia CEO Jensen Huang arrived in Taiwan on January 14, 2025, for crucial meetings with TSMC and other key partners. His visit aims to address concerns over the US AI chip export ban, reported delays with the B200, and market speculation about cooling AI demand
Beijing and Shanghai have recently attained unprecedented levels of investment and development in the artificial intelligence (AI) sector. These two cities are propelling China's swift ascent in the global AI competition
Chinese officials are evaluating a potential option that involves Elon Musk acquiring the US operations of TikTok if the company fails to fend off a controversial ban on the short-video app, according to people familiar with the matter
The Biden-Harris Administration has introduced a new Interim Final Rule on Artificial Intelligence (AI) Diffusion, designed to strengthen US leadership in AI while addressing national security risks
RISC-V architecture has become the center of China's strategy to reduce reliance on US chip imports and strengthen its domestic semiconductor industry. With government backing, the Chinese Academy of Sciences (CAS) initiated the "XiangShan" project in 2019 to develop processors based on this open-source architecture. The initiative plans to launch its third-generation "Kunminghu" processors in 2025, highlighting China's ambition for self-sufficiency
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce chips leveraging cutting-edge fabrication technologies, while simultaneously establishing a robust customer base. The company is steadily resolving the three key hurdles it faces
