Subject


China


2025-04-08

[News] China Hits Back with Rare Earth Curbs amid Trump’s Tariff Threats, Shaking Up Chip Supply Chain

According to a report from TechNews, citing Tom’s Hardware, China has introduced new export restrictions on rare earth materials critical to RF (radio frequency) and storage applications—specifically scandium and dysprosium. These measures may affect major players in the industry, including Broa...

2025-04-08

[News] Key Technical Personnel Changes in Three Chinese Semiconductor Companies

Li Hong, CEO of CR Micro Stepped down On April 3, China Resources Microelectronics Limited ("CR Micro") announced a personnel change: the company's director and president, Li Hong, has resigned from all his positions due to personal reasons. Following his resignation, he will no longer hold any r...

2025-04-07

[News] M&A and Tech Breakthroughs: Positive Signals from Chinese Semiconductor Equipment Makers

Driven by both policy and market demand, a wave of mergers and acquisitions is sweeping through China's semiconductor industry, with equipment manufacturers actively participating. Following NAURA’s announcement of acquiring shares in KINGSEMI, another major development has emerged—HWATSING has ...

2025-03-28

[News] SMIC Reported to Complete 5nm Chips by 2025, but Costs May Be 50% Higher Than TSMC’s

According to Wccftech, industry sources suggest that SMIC is on track to finalize its 5nm chip development by 2025. However, the report highlights that the cost of SMIC’s 5nm wafers could be as much as 50% higher than those produced by TSMC. This price gap is largely due to SMIC’s lack of access...

2025-03-28

[News] Samsung SDI Reportedly Boosting Use of Chinese Equipment for up to 30% Cost Savings

According to Chinese media outlet IThome, citing a report from The Elec, South Korean battery manufacturer Samsung SDI is reported to increase its use of production equipment sourced from Chinese suppliers. Samsung SDI Executive Vice President Kim Ik-hyeon noted at the company’s annual sharehol...

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