Subject


China


2024-05-28

[News] BOE Looking to Become OLED Panel Leader, Rumored to Have a 50% Capacity Expansion

Following its success in the LCD panel market, China's BOE Technology Group plans to lead in the OLED panel sector as well. According to a report from Japanese media outlet Nikkei News on May 27th, BOE, China's largest panel manufacturer, plans to boost its OLED panel production capacity by more tha...

2024-05-24

[News] Export Crisis Averted, TSMC’s Nanjing Plant Reportedly Granted Indefinite Exemption

TSMC’s Nanjing plant has averted an export permit expiration crisis. On May 23rd, TSMC confirmed that it has recently received the "Validated End-User" (VEU) authorization from the U.S. Department of Commerce for TSMC (Nanjing) Co., Ltd., according to a report by Commercial Times. Currently, th...

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...

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