Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile release, promoted with the slogan "Strong enough to take off," may have reignited US concerns, particularly over chips produced by SMIC, now under heightened scrutiny with subsidiaries flagged for "FN5" regulation

China has unveiled countermeasures following Trump's recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People's Republic of China (MOF) released a draft proposal that would grant domestic products a 20% price evaluation advantage in government procurement, creating a significant barrier for foreign competitors in the bidding market

Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year

Despite mounting pressure for semiconductor independence, Chinese technology companies remain reluctant to fully embrace locally manufactured chips as alternatives to US-restricted components

The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM) exports, will have minimal impact on Samsung Electronics (Samsung) and SK Hynix. The measures are aimed at limiting the development of China's artificial intelligence (AI) industry

Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative, Sakura Internet plans to procure 10,000 Nvidia GPUs annually, highlighting the growing demand for GenAI solutions

Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may be connected to TSMC's prior decision to reduce the supply of advanced processes at 7nm and below to China, which has likely had a ripple effect on the company

Development of drones and low-Earth orbit (LEO) satellites in Taiwan has been hindered by a lack of domestically developed chips, according to industry sources

Tsinghua Unigroup's chip subsidiary Unisoc announced plans to secure an additional CNY2 billion (US$448 million) in equity financing, following its earlier CNY4 billion (US$896 million) round. The company's total funding now stands at NT$26.8 billion

Following the Bureau of Industry and Security's (BIS) addition of over 100 Chinese companies to its entity list, China's four major associations for automobiles, internet, semiconductors, and communications have called upon Chinese businesses to exercise caution when using American chips and to speed up domestic production. The US Department of Commerce's move aims to limit these companies' artificial intelligence (AI) and semiconductor technology development

The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers and partners, according to industry sources

Following American chipmaker Microchip Technology's announcement regarding the closure of its Fab 2 wafer factory in Arizona and pause in its application for US semiconductor subsidies, the industry faces a sobering reality. The news particularly impacts Chinese firms actively developing automotive-grade microcontroller units (MCU)

Japan Display Inc. (JDI) has formed a strategic partnership with Taiwanese display manufacturer Innolux Corporation and its automotive subsidiary CarUX to develop next-generation automotive displays

China's semiconductor industry is ramping up efforts to reduce dependence on US technology following Washington's latest round of export restrictions, with multiple domestic firms emphasizing their preparedness through existing stockpiles and localization initiatives

Chinese semiconductor firm Tsinghua Unigroup's road to recovery faces new obstacles, as its two major stakeholders, Beijing Wise Road Asset Management (Wise Road Capital) and Beijing Jiangguang Asset Management (JAC Capital), are among the host of companies in China that found themselves on a trade restrictions list that the US has just released