Subject


China


2025-09-08

[News] U.S. Reportedly Mulls Annual Site License on Exports to Samsung, SK hynix China Fabs

According to Bloomberg, the U.S. is reportedly weighing an annual approval plan for exports of chipmaking equipment to Samsung and SK hynix facilities in China. The measure follows the Trump administration’s decision to revoke Biden-era waivers that had granted the Korean firms indefinite clearanc...

2025-09-05

[News] China’s Chip Tool Maker SiCarrier Reportedly Hits RMB65B Valuation, Secures Billion-Yuan Orders

According to Chinese media outlet Jiemian, China’s 13th Semiconductor Equipment, Core Components, and Materials Expo (CSEAC 2025) was held from September 4 to 6. Notably, SiCarrier—recognized for showcasing a broad range of semiconductor manufacturing equipment at SEMICON China earlier this year...

2025-09-04

[News] China’s Chip Industry Surges in 1H25 — 38 A-Share Listed Firms Reportedly Post Growth

According to Shanghai Securities News, China’s chip industry is reportedly seeing growth driven by AI. The report notes that among 102 A-share listed companies engaged in digital chip design, analog chip design, integrated circuit manufacturing, and IC packaging and testing, 66 posted profits in t...

2025-09-03

[News] Alibaba’s Ant Group, ByteDance Back InnoStar, Boosting China’s Memory Chip Drive

According to STAR Market Daily, major Chinese tech companies are actively investing in the semiconductor sector, with one of the latest cases involving a local memory chipmaker. Sources indicate that Ant Group’s subsidiary, Shanghai Yunya Enterprise Management Consulting, has acquired a 1.87% stak...

2025-09-02

[News] Applied Materials Reportedly Flags Minimal Effect of U.S. Incentives, Offers Nuanced View on China

While TSMC, Samsung, and other semiconductor giants ramp up U.S. investments under the government’s reshoring push, chip equipment leader Applied Materials is taking a different stance. According to Wccftech and Investing.com, CFO Brice Hill noted at the Deutsche Bank Tech Conference that U.S. inc...

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