IC Industry at Heart of Possible China Takeover of Taiwan
Combined, China and Taiwan would hold about 37% of global IC capacity, almost 3x that of North America.
Trade War, Shortages Fueling China’s Semiconductor Self-Sufficiency
Trade sanctions and the semiconductor shortage have accelerated investment by China’s government in semiconductors.
Apple vs. Huawei: Is Decoupling Really Happening in Tech & Supply Chains?
The U.S.-China trade war has turned "decoupling" into a buzzword. The questions are: is there really a decoupling going on?…
2020 in Review: Top 10 Most-Read Stories
Here's a look back at our top 10 most popular stories during this tumultuous Year 2020...
China’s Semiconductor Faces Impact Again as SMIC Blacklisted by U.S. DoD
The Trump administration has added China’s SMIC to a trade blacklists along with three other China’s state-owned companies. Not only…
China’s Chip Sector Faces Possible Impact as SMIC Assesses Export Restrictions Placed by U.S.
SMIC made formal announcements assessing the Commerce Department’s notification to SMIC's suppliers that they will be restricted from shipping certain…
U.S. Restricts Tech Exports to China’s SMIC
The U.S. is reported to have restricted exports to SMIC, citing the possibility the technology could support China's military...
U.S. Fab Emphasis Questioned as Chip Industry Lobbying
Skeptics question the wisdom of subsidizing new U.S. fabs at the expense of next-generation chip technologies...
China’s Smartphone Market Reshuffles as Latest Sanctions Against Huawei Take Effect
China’s smartphone market prepares for reshuffling as latest sanctions against Huawei take effect on September 15, says TrendForce
AI Race: There’s Some Things Money Can’t Buy
AI competition is looking like a new cold war. China leads in R&D investment and published papers, but U.S. still…
U.S. May Blacklist China’s Chipmaker SMIC
The Trump Administration appears ready to expand its blacklist of Chinese companies and SMIC is reportedly one of the targets.
2H20 Growth Expectations Vary Among Leading IC Suppliers
TSMC continues to reap the benefits of strong demand for 7nm and 5nm devices...
