According to TheElec, South Korean fab equipment makers saw first-quarter revenue contributions from the Chinese market across the board. The report notes that, among the earnings of 47 South Korean equipment firms, two of the top performers—Park Systems and Jusung Engineering—recorded particula...

According to Commercial Times, NVIDIA is reportedly shifting to develop a new custom AI chip for the Chinese market based on its latest Blackwell architecture, replacing the H20. The move is expected to boost demand for TSMC’s 4nm process, the report highlights. As Reuters notes, CEO Jensen Hua...

Amid tightening U.S. export controls, NVIDIA has seen a sharp revenue decline in China. According to Economic Daily News, citing Financial Times, the company reportedly plans to set up a new R&D center in Shanghai to bolster its position in the market. The center will focus on solutions tailored...

According to a report from iFeng News, Tesla China states that more than 95% of the components used in every Model 3 and refreshed Model Y are currently sourced in China, underscoring the company’s deep integration with China's local supply chain. As highlighted by Reuters, Tesla produces Model...

R&D and innovation drive semiconductor growth, with chip giants like TSMC leading the charge. Notably, according to ijiwei, Chinese semiconductor companies are actively increasing their R&D investments as well. In 2024, a total of 221 A-share listed Chinese semiconductor companies recorded ...