Subject


China


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...

2024-05-16

[News] SMIC Reportedly to Manufacture 5nm Chips for Huawei Without EUV Machinery

According to a report from global media outlet Wccftech, China's largest foundry, SMIC, is rumored to produce 5-nanometer chips for Huawei this year, without the need for extreme ultraviolet (EUV) lithography machines manufactured by Dutch company ASML. As per a report by Businesskorea, SMIC seem...

2024-05-16

[News] Progress Made in Chinese Consortium’s Development of HBM, Reportedly Targeting HBM2 Production by 2026

According to sources and documents cited in a report from Reuters, two major Chinese chip manufacturers are in the early stages of producing High Bandwidth Memory (HBM) semiconductors, primarily for AI chipsets. Despite facing export restrictions from the United States, China is currently making pro...

2024-05-15

[News] XMC Initiates IPO Plan, Potentially Becoming China’s First HBM Foundry

NOR Flash manufacturer Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) recently disclosed an IPO counseling filing with the Hubei Securities Regulatory Bureau, according to the official website of the China Securities Regulatory Commission. Its recently announced bidding project may indicate its...

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