DIGITIMES Research believes the US government's Export Administration Regulations (EAR) released on October 7, 2022, which implements controls on transactions of advanced ICs, exports of semiconductor manufacturing items and specific activities of Americans, will prevent China from procuring or independently developing/producing high-performance computing (HPC) chips.
China's semiconductor sector is advancing rapidly, resulting in the US considering it a threat to its national security. The US has made several moves to hinder China's progress in semiconductors and other leading-edge technologies. Seeing that the Entity List has generated little effect, the US is stepping up its controls.
The US imposing restrictions on the export of HPC chips, equipment and human resources to China is an attempt to block China's HPC chip production from the manufacturing side. Having accumulated experiences from its past control policies, the US is able to devise more precise restrictions against China and widen the scope from individual companies to industries.
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Processor suppliers Intel, AMD and Nvidia as well as server vendors QCT, Ingrasys, Gigabyte, Supermicro and Tyan had demonstrated their new offerings via hosting events themselves or participating in major international exhibitions such as Computex 2022 and ISC 2022 during the first half of 2022.
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Taiwan-based manufacturers are stepping up efforts toward the electric vehicle (EV) sector and downstream EV manufacturing, midstream power systems and upstream battery materials are all areas with promising potential.
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Global top-5 notebook brands, excluding Apple, saw their combined shipments slip 6% on month and close to 50% on year in November.
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Smartphone shipments to the China market amounted to 58.4 million units in the third quarter of 2022, falling 20.5% from a year ago to a new low since third-quarter 2020.
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India-based telecom operators generated robust revenues from access services in 2021, the highest since the commercialization of 4G in the nation, thanks to rebounding average revenue per user (ARPU) and a large telecom user base steadily exceeding 1.15 billion.
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