Subject


China


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...

2025-03-27

[News] Can Tesla Stay Ahead? Musk’s $10 Trillion Dream Threatened by China’s Robotics Rise

Elon Musk believes that humanoid robots will evolve into a trillion-dollar industry, with Tesla’s Optimus robot potentially generating up to USD 10 trillion in revenue. According to a report from TechNews, citing CNN, while Tesla holds key advantages in the humanoid robotics industry, the landscap...

2025-03-27

[News] NVIDIA’s H20 Sales in China Threatened by Beijing’s New Green Rules, Revenue at Risk

A report from Commercial Times, citing Financial Times, notes that China’s National Development and Reform Commission (NDRC) has introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enfor...

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