Subject


China and US trade war


2023-11-23

[News] NVIDIA Confirms Development of “Compliance Chips” for the Chinese Market

According to IJIWEI's report, NVIDIA recently confirmed that it is actively working on new "compliant chips" tailored for the Chinese market. However, these products are not expected to make a substantial contribution to fourth-quarter revenue. On November 21, during NVIDIA's earnings briefing fo...

2023-11-13

[News] YMTC Files Lawsuit Against Micron Alleging Patent Infringement Over 3D NAND Technology Battle

Mainland China's 3D NAND flash memory manufacturer, Yangtze Memory Technologies Co. (YMTC), filed a lawsuit against the U.S. memory chip leader, Micron Technology, on November 9th in the Northern District Court of California. The lawsuit accuses Micron of infringing upon eight of YMTC's U.S. patents...

2023-11-10

[Insights] How Will China Respond to Increased US Restrictions on AI Chips and Semiconductor Equipment?

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...

2023-11-02

[News] Delta Electronics Announces EV Business Spinoff and Four Major Business Categories

According to TechNews’ report, Delta Electronics has held its third-quarter earnings conference yesterday, announcing at the beginning that it will spin off its EV business next year. In the future, the company's business will be divided into four major categories: power electronics, transporta...

2022-10-17

[Chip War] A heavy handed approach to blockading China’s semiconductor development, understanding the impact of the US chip ban

The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...

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