Subject


China


2025-01-17

[News] China to Investigate U.S. Chip Subsidies, Suspected Legacy Chips Dumping

According to a Commercial Times report, citing Global Times, China’s Ministry of Commerce announced on January 16th that it has received complaints from domestic companies regarding U.S. firms benefiting from subsidies under the U.S. CHIPS Act and exporting mature-node chips to China at low prices...

2025-01-16

[News] Chinese Memory Makers, Led by CXMT, Advance in the DRAM Market, Challenging Samsung, SK Hynix, and Micron

A report from Nikkei highlights that, despite U.S. restrictions, China’s share of the global memory chip market has risen from virtually zero to 5% in just five years. This rapid growth poses challenges to global giants like Samsung Electronics, SK hynix, and Micron. Notably, according to Trend...

2025-01-15

[News] China Tightens Export Checks on U.S. Tech Giants Like Apple, Disrupting Southeast Asia Supply Chains

According to a report from ijiwei, citing Nikkei, sources indicate that China is intensifying export inspections on Apple and other U.S. tech companies, hindering these American companies' expansion efforts in Southeast Asia and India. The enhanced customs checks are reportedly related to dual-us...

2025-01-15

[News] STMicroelectronics and GlobalFoundries Reportedly Halt French Wafer Plant Plans, Shift Focus to Chinese Market

According to a report from ijiwei, citing Bloomberg, previously in 2022 STMicroelectronics and GlobalFoundries announced a EUR 5.7 billion investment plan to construct a wafer fabrication plant in France. However, this joint venture project has since stalled. Meanwhile, ijiwei notes that while cons...

2025-01-10

[News] China Becomes Second-Largest Lithium Holder after New Mine Discovery, Boosting EV Battery Sector

China may have more bargaining power in the electric vehicle and battery sectors, though in an unexpected way. According to a report from Interesting Engineering, citing Chinese news agency Xinhua, the country has become the world’s second-largest holder of the lithium reserves, as it announced th...

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