As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, noting that the curbs would have roughly a USD 500 mill...

Shortly after U.S.’s latest semiconductor crackdown on China, which restricted exports to 140 entities, the country has found a way to fight back – by targeting NVIDIA. According to reports from Reuters and Bloomberg, China announced on Monday that it has initiated an antitrust investigation int...

The localization of the semiconductor industry in China is a long-term strategic goal. In recent years, the localization rate across the semiconductor supply chain has gradually increased. However, the current volatile domestic and international environment has further spurred the rapid advancement ...

Following the latest U.S. chip export curbs, which adds 140 Chinese entities to the restriction list, the China Association of Automobile Manufacturers (CAAM) has made its stance. According to CnEVPost, the association highlighted that U.S. automotive chips are no longer dependable or secure, urging...

According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...