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Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
Wednesday 26 April 2023
Taiwan exports to China drop by 30%
Taiwan's exports to China (including Hong Kong) were only US$34.3 billion from January to March 2023, a 30.6% decrease from the same period the previous year, according to Taiwan's...
Friday 21 April 2023
Huawei cuts itself off from reliance on foreign ERP systems
After two decades during which Huawei counted on Oracle and its suppliers for software for daily business operations, the US-sanctioned Chinese company announced it successfully cut...
Thursday 6 April 2023
US-Japan alliance to do 'great harm' to China's chip ambitions
Japan's decision to join the US and Netherlands in restricting exports of chipmaking gear to China is giving the allies powerful new weapons to deploy in the escalating technology...
Thursday 30 March 2023
Analysis: China is forming new geopolitical blocs to accelerate the Great Decoupling
If the Great Power competition between China and the US is a game of Go, China's recent moves demonstrate its effort in assembling a coalition to counter-surround the US semiconductor...
Tuesday 28 March 2023
ACM Research talks about new orders, growth opportunities
ACM Research, a leading developer of wafer processing technologies for semiconductor and advanced wafer-level packaging applications, has secured its first purchase order from a major...
Monday 27 March 2023
Taiwanese, Korean chipmakers feel the heat of US capacity expansion ban against China
The US has unveiled tight restrictions on chipmakers' capacity expansions in China, increasing the risks for companies that already have sizable operations in the Asian country.
Monday 20 March 2023
Etron Chairman voices support for Taiwan tech industry's decentralized production strategy
It has been widely discussed that TSMC's overseas expansion may lead to soaring production costs. However, Dr. Nicky Lu, the chairman of Etron Technology, believes that it is necessary...
Monday 20 March 2023
Taiwan IC design houses turn cautious in dealing with Chinese customers
The structural conflict between the US and China seems to be increasingly free of gray areas, and Taiwan's IC design sector, which has been least affected by the semiconductor trade...
Friday 20 January 2023
ODM growth may not come until 2024: Q&A with Quanta vice chairman CC Leung
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.
Thursday 19 January 2023
China auto vendors to step up integration of homegrown chips
Chinese car vendors will be stepping up their integration of homegrown chips as part of the Chinese government's push for IC self-sufficiency, according to industry sources.
Wednesday 23 November 2022
TSMC caught in geopolitical shackles for overseas capacity expansions
TSMC reportedly has plans to build a 3nm fab in the US, adjacent to its 5nm fab under construction in Arizona, and also plans to set up a fab in Germany focusing on 28 nm automotive...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...
Monday 7 November 2022
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
Monday 7 November 2022
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the...
Friday 4 November 2022
US can choke Chinese OLED production if tech war spills into the panel industry
Considering that the US has launched a tech war against China by prohibiting the exports of advanced semiconductors involving US-developed technologies and related manufacturing equipment...