A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing this month

The US trade ban has prevented Huawei from competing with other smartphone vendors in 5G mobile chip performance, but the Chinese tech giant is still staying in the smartphone sector, committing resources to the development of operating systems and chips

Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade blacklist, with further limitations on high bandwidth memory (HBM) chips set to be announced in December

China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum price threshold for solar module quotes. Non-compliance could lead to penalties enforced via whistleblowing mechanisms reminiscent of historical grassroots reporting systems

Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization. According to industry sources, Beijing plans to prioritize AI computing centers using domestic hardware while blocking those dependent on foreign providers like Nvidia and AMD

Humanoid robots, widely considered the ultimate achievement in robotics, integrate advanced computing, sensors, motors, and AI to replicate human form and movement. Global tech giants including Tesla, Amazon, Nvidia, and Microsoft have intensified their R&D efforts amid renewed interest in the field, while China has emerged as a frontrunner backed by strong government support

Honda plans to start trial production of all-solid-state batteries for electric vehicles (EVs) in January 2025, aiming to double EV driving range and reduce battery costs by 25% compared to conventional lithium-ion solutions

While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence in their market positions despite the Chinese manufacturer's entry into the semiconductor space

SK Hynix and Samsung Electronics are focusing on upgrading equipment, transitioning processes, and expanding high-bandwidth memory (HBM) packaging capacity instead of investing in new equipment for 2025. This strategic approach aims to maintain their competitive advantage while managing supply-demand dynamics and pricing stability. However, increased DRAM production by Chinese competitors may challenge the success of this "natural attrition" strategy

Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek

South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%, while Samsung's equipment assets in China fell from 8% to under 5%, signaling ongoing decoupling efforts among South Korea's semiconductor giants

Huawei's product launch event took place on the afternoon of November 26, showcasing what it claims to be the "most powerful" Mate in history, along with the fourth iteration of Harmony Intelligent Mobility Alliance—"Maextro," developed in collaboration with JAC Motors. This announcement comes just before the US is expected to announce an expansion of its restrictions against China, drawing significant attention from the public and industry observers

Jae-yong Lee, chairman of Samsung Electronics (Samsung), was indicted in September 2020 on charges related to illegal inheritance and management practices. He has faced judicial risks for nearly four years, coupled with recent deteriorating performance in Samsung's core semiconductor business and insufficient technological competitiveness, the company's crisis is more severe than ever

Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry sources

China's government has initiated a new wave of subsidies under the "Trade-In for New" policy for televisions and consumer electronics, effectively boosting TV demand. However, compared to the Mid-Autumn Festival and the National Day Holiday, the sales volume in the latest Single's Day shopping festival was lower than expected. Still, the surge in high-end TVs such as ultra-large screens and Mini LED backlight models significantly lifted overall sales revenue