Subject


China


2025-05-27

[News] Wolfspeed’s Rumored Bankruptcy Puts Renesas’ $2B SiC Supply Deal at Risk

According to Japanese media outlet Nikkan Kogyo Shimbun, U.S.-based silicon carbide wafer producer Wolfspeed is reportedly moving toward filing for Chapter 11 bankruptcy protection. This development is prompting Japanese firms—including Renesas Electronics, which holds a 10-year supply agreement ...

2025-05-27

[News] Chipmaker Hygon to Acquire Sugon as China Pushes Chip Sector Consolidation

According to Commercial Times, citing South China Morning Post, China’s semiconductor sector has seen a surge in mergers and acquisitions in 2025, driven by the rollout of the “Six M&A Guidelines” and booming AI demand. The latest case involves local chip designer Hygon Information Technol...

2025-05-27

[News] China Greenlights First Rare Earth Exports to South Korea Under New Controls, Yet 45-Day Delays Remain

According to a report from Business Korea, South Korea’s Ministry of Trade, Industry and Energy and industry sources on May 25 indicated that China’s Ministry of Commerce has approved rare earth exports this month to several South Korean firms that procure materials through Chinese suppliers. Th...

2025-05-26

[News] Top South Korean Chip Tool Makers Park Systems and Jusung Engineering Q1 Profit Surge on China Boom

According to TheElec, South Korean fab equipment makers saw first-quarter revenue contributions from the Chinese market across the board. The report notes that, among the earnings of 47 South Korean equipment firms, two of the top performers—Park Systems and Jusung Engineering—recorded particula...

2025-05-19

[News] NVIDIA Ditches Hopper, Reportedly Turns to Blackwell for China-Specific AI Chip

According to Commercial Times, NVIDIA is reportedly shifting to develop a new custom AI chip for the Chinese market based on its latest Blackwell architecture, replacing the H20. The move is expected to boost demand for TSMC’s 4nm process, the report highlights. As Reuters notes, CEO Jensen Hua...

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