China and US trade war


2024-07-30

[News] Without Taiwan’s Semiconductor Manufacturing, U.S.’ AI Capabilities May Eventually Be Caught up by China

As the U.S. presidential election approaches, uncertainties also arise. Compared with the stance in President Biden’s term, U.S. presidential candidate Trump shows a remarkably different attitude regarding the “Taiwan issue,” while he highlights the “America First” agenda further. Howev...

2024-07-22

[News] To Win Chip War and Advance in Next-gen Tech, Securing Taiwan’s Semiconductor Would be Top U.S. Priority

As former U.S. President Trump has brought up the topic that Taiwan should pay for protection, raising concerns on cross-strait issues at the same time, Taiwan’s semiconductor industry and its foundry leader, TSMC, have once again draw market attention. Some scholars believe that the U.S. must rea...

2024-07-18

[News] With Trump’s Odds of Winning Rising, Concerns Arise on Potential Adjustments in Chip Subsidies

Republican presidential candidate Donald Trump’s recent remarks on Taiwan “taking about 100% of our chip business” and thus should pay the U.S. for defense have raised concerns in the semiconductor industry. According to a report by Economic Daily, citing a Taiwanese scholar’s observation, a...

2024-07-16

[News] China Contributes Over 40% of U.S. Chip Equipment Makers’ Revenue despite Export Controls

Though the U.S. keeps tightening the export controls on the semiconductor sector, major chip equipment makers seem to become increasingly dependent on the Chinese market. According to a report by Nikkei, citing financial data such as Applied Materials and Lam Research, China’s share of sales have ...

2024-07-03

[News] Chip War Escalates: China to Enforce State Ownership of All Rare Earth Materials in October

The chip war between the U.S. and China keeps escalating, as China’s new regulation would reportedly take effect soon. This time it has a new target - rare-earth materials. According to the reports from Nikkei and Tom’s Hardware, the new regulation would be effective on October 1, asserting stat...

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