Subject


China


2024-12-10

[News] China Launches Antitrust Probe into NVIDIA over Mellanox Deal, Heightening U.S. Chip Tensions

Shortly after U.S.’s latest semiconductor crackdown on China, which restricted exports to 140 entities, the country has found a way to fight back – by targeting NVIDIA. According to reports from Reuters and Bloomberg, China announced on Monday that it has initiated an antitrust investigation int...

2024-12-09

[News] Acceleration of Localization in China’s Semiconductor Industry

The localization of the semiconductor industry in China is a long-term strategic goal. In recent years, the localization rate across the semiconductor supply chain has gradually increased. However, the current volatile domestic and international environment has further spurred the rapid advancement ...

2024-12-06

[News] China’s Automotive Chip Localization Ratio Reportedly to Hit 15% by Year-End amid U.S. Reliance

Following the latest U.S. chip export curbs, which adds 140 Chinese entities to the restriction list, the China Association of Automobile Manufacturers (CAAM) has made its stance. According to CnEVPost, the association highlighted that U.S. automotive chips are no longer dependable or secure, urging...

2024-12-06

[News] Semiconductor Equipment Market Sees Robust Growth Fueled by AI Despite Declining China Demand

According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...

2024-12-05

[News] NXP Reportedly Commits to Build China-Specific Chip Supply Chain amid Tightening U.S. Export Controls

Following a new wave of U.S. export restrictions that targets nearly 140 Chinese semiconductor companies, NXP, while making strides in building a chip plant in Singapore, affirms that it is working to provide the capability of a localized supply chain within China, according to a report from Bloombe...

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