Subject


China


2025-05-29

[News] NVIDIA Beats Q1 Expectations, Warns of $8B Q2 Hit from H20 China Export Curbs

NVIDIA has reported its financial results for the first quarter of fiscal 2026, ended April 27, 2025, with revenue exceeding expectations, according to a report from ijiwei, citing Reuters. However, the report also notes that the company’s second-quarter forecast fell short of market estimates, as...

2025-05-28

[News] China Reportedly Mulls New “Made in China” Plan with Focus on Semiconductor Manufacturing Tools

According to a report by Economic Daily News, citing Bloomberg, China is reportedly planning an upgraded follow-up to its “Made in China 2025” strategy, aimed at further expanding domestic production of advanced technology products. As highlighted by Semafor, citing Bloomberg, the new plan is...

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...

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