Subject


China


2025-09-02

[News] Applied Materials Reportedly Flags Minimal Effect of U.S. Incentives, Offers Nuanced View on China

While TSMC, Samsung, and other semiconductor giants ramp up U.S. investments under the government’s reshoring push, chip equipment leader Applied Materials is taking a different stance. According to Wccftech and Investing.com, CFO Brice Hill noted at the Deutsche Bank Tech Conference that U.S. inc...

2025-08-25

[News] TSMC Reportedly Eliminates Chinese Equipment Use in 2nm Production as U.S. Rules Loom

According to Nikkei, citing sources, TSMC is removing Chinese chipmaking equipment from its leading-edge 2nm fabs to guard against potential U.S. restrictions that could disrupt production. As the report notes, sources said the decision was influenced by the prospect of a U.S. regulation that would ...

2025-08-21

[News] China Accelerates AI Chip Independence Drive, Reportedly Aiming 70% Self-Sufficiency by 2027

With Washington granting export clearance for NVIDIA’s H20, China is accelerating its AI chip self-sufficiency drive. Nikkei reports that major municipalities are rolling out aggressive targets: Shanghai is pushing for 70% of data center chips to be domestically designed or produced by 2027, while...

2025-08-21

[News] Chinese Research Team Achieves New Breakthrough in Semiconductor, Based on DRAM Principle

Currently, in fields such as autonomous driving, smart home systems, and industrial control, there is an increasing demand for edge-intelligent hardware to locally process real-time environmental data generated by sensors and smart devices, thereby minimizing decision latency. Neuromorphic hardware ...

2025-08-20

[News] NVIDIA May Raise H20 Prices to Shield Profits but Confronts China’s Domestic Chip Push

NVIDIA and AMD have obtained U.S. approval to export their H20 and MI308 chips to China, but the licenses require them to hand over 15% of their China revenues to the U.S. government. To offset the impact, NVIDIA is said to be preparing an up to 18% price hike on its H20 AI chips, according to Wccft...

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