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...
Industry Executives Weigh In on How Trade War Impacts 5G
Cisco, Qualcomm, and Inseego tried to explain how trade policy is affecting 5G technology. It didn't go so well⋯
U.S.-China Decoupling in Electronics Supply Chains
Foxconn, the world’s largest contract manufacturer, says it plans to move more of its production outside China under the impact…
Analysis: Impacts of Expanded U.S. Sanctions Against Huawei on Five Major Tech Industries
TrendForce provides the analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors,…