Subject


China


2025-01-24

[News] China’s Semiconductor Capital Expenditure Slows, Equipment Suppliers Cut 2025 Revenue Forecasts

According to a report from Commercial Times, despite the continued growth in semiconductor demand driven by the AI boom, capital expenditure in China's semiconductor industry has started to slow. Consequently, the Semiconductor Equipment Association of Japan (SEAJ) has revised its sales forecast for...

2025-01-23

[News] Chinese Semiconductor Equipment Manufacturers Set New Records

Recently, three leading Chinese semiconductor equipment manufacturers—AMEC (Advanced Micro-Fabrication Equipment Inc.), NAURA Technology Group, and ACM Research—released their latest 2024 financial forecasts and updates on new equipment developments. From revenue and profit changes to R&D...

2025-01-22

[News] China’s Smartphone Market Enters the “National Subsidy” Era

On January 20, the "National Subsidy" program for consumer electronics officially launched, igniting a wave of enthusiasm in China's smartphone market. Up to ¥500 in Subsidies, Discounts on Multiple High-End Smartphones According to the Chinese government’s "Subsidy Implementation Plan for ...

2025-01-21

[News] Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected. The ADAS chip developed by Li Auto, named "S...

2025-01-20

[News] Foxconn Reportedly Halts Sending Chinese Workers to India’s iPhone Plants with Equipment Stuck

According to a report by ijiwei, citing Rest of the World, sources indicate that Foxconn has stopped sending Chinese employees to Apple’s iPhone factories in India. Instead, the company has opted to deploy Taiwanese workers, as Chinese employees who were initially scheduled to travel to India were...

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