Subject


China


2024-05-23

[News] Tesla Reportedly Asks Suppliers to Avoid China, Taiwan as Early as 2025 in Case of Geopolitical Risks

Due to escalating geopolitical risks, Tesla is reportedly requesting its suppliers to begin manufacturing components and parts outside of China and Taiwan as early as 2025. According to a report from Nikkei News on May 23rd, citing sources from the supply chain, suppliers of printed circuit boa...

2024-05-23

[News] TSMC’s Nanjing Plant Reportedly Pushes for Indefinite Exemption From US Before the May 31 Deadline

In October 2022, the U.S. imposed a new wave of chip controls on China, but TSMC ultimately received an extension of its exemption permit from the U.S. Department of Commerce for one year. This exemption is set to expire on May 31, potentially impacting the shipment schedule of the Nanjing plant. ...

2024-05-23

[News] China Pushes Local Semiconductor Supply Chain, Taiwanese Companies Reportedly See Limited Impact

Sources have revealed that major Chinese chip manufacturers such as SMIC (Semiconductor Manufacturing International Corporation) and CXMT (ChangXin Memory Technologies) are striving to localize the supply of critical chip materials and chemicals. This move is expected to counteract U.S. export contr...

2024-05-17

[News] Qualcomm Reportedly Expects No Product Revenue from Huawei After This Year, While Royalty Income Remain

Previously, the U.S. Department of Commerce revoked Intel and Qualcomm’s export licenses to Huawei, leading to speculation that they are now prohibited from collaborating with Huawei. According to a report from TechNews, Qualcomm anticipates that after 2024, it will no longer receive product reve...

2024-05-17

[News] China Reportedly Demands Automakers Increase Local Chip Procurement to 25%

To strengthen its semiconductor supply chain, the Chinese government is reportedly requiring domestic automakers, including BYD, to expand their procurement of locally-produced chips. The goal is to increase the proportion of domestically-sourced automotive chips to 25% by 2025. According to a re...

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