Subject


China


2025-09-15

[News] Beijing Says NVIDIA Violated Anti-Monopoly Law, Potential Fines Up to 10% of China Sales

According to CNBC, China’s market regulator said Monday that a preliminary investigation found NVIDIA in violation of the country’s anti-monopoly law, adding that Beijing will continue its probe into the U.S. chipmaker. As Bloomberg indicates, China’s State Administration for Market Regulation...

2025-09-11

[News] China’s Naura Posts 8x SEMES Profit in 1H25, Shaking Korea’s Chip Equipment Sector

According to Commercial Times, citing The Korea Economic Daily, South Korea — once a leader in semiconductor technology — is now confronting the rapid rise of China, particularly in chipmaking equipment and EDA. The report notes that China’s top equipment maker Naura recorded first-half operat...

2025-09-08

[News] U.S. Reportedly Mulls Annual Site License on Exports to Samsung, SK hynix China Fabs

According to Bloomberg, the U.S. is reportedly weighing an annual approval plan for exports of chipmaking equipment to Samsung and SK hynix facilities in China. The measure follows the Trump administration’s decision to revoke Biden-era waivers that had granted the Korean firms indefinite clearanc...

2025-09-05

[News] China’s Chip Tool Maker SiCarrier Reportedly Hits RMB65B Valuation, Secures Billion-Yuan Orders

According to Chinese media outlet Jiemian, China’s 13th Semiconductor Equipment, Core Components, and Materials Expo (CSEAC 2025) was held from September 4 to 6. Notably, SiCarrier—recognized for showcasing a broad range of semiconductor manufacturing equipment at SEMICON China earlier this year...

2025-09-04

[News] China’s Chip Industry Surges in 1H25 — 38 A-Share Listed Firms Reportedly Post Growth

According to Shanghai Securities News, China’s chip industry is reportedly seeing growth driven by AI. The report notes that among 102 A-share listed companies engaged in digital chip design, analog chip design, integrated circuit manufacturing, and IC packaging and testing, 66 posted profits in t...

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