Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected ...

Foxconn has announced plans to invest over USD 1.5 billion in expanding its facilities in India. This substantial investment, a rarity in recent years, has sparked speculation that Foxconn is preparing for the introduction of new iPhone products in India. Due to reports suggesting that in the sec...

According to IJIWEI's report, NVIDIA recently confirmed that it is actively working on new "compliant chips" tailored for the Chinese market. However, these products are not expected to make a substantial contribution to fourth-quarter revenue. On November 21, during NVIDIA's earnings briefing fo...

Mainland China's 3D NAND flash memory manufacturer, Yangtze Memory Technologies Co. (YMTC), filed a lawsuit against the U.S. memory chip leader, Micron Technology, on November 9th in the Northern District Court of California. The lawsuit accuses Micron of infringing upon eight of YMTC's U.S. patents...

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...