China


2025-01-16

[News] Chinese Memory Makers, Led by CXMT, Advance in the DRAM Market, Challenging Samsung, SK Hynix, and Micron

A report from Nikkei highlights that, despite U.S. restrictions, China’s share of the global memory chip market has risen from virtually zero to 5% in just five years. This rapid growth poses challenges to global giants like Samsung Electronics, SK hynix, and Micron. Notably, according to Trend...

2025-01-15

[News] China Tightens Export Checks on U.S. Tech Giants Like Apple, Disrupting Southeast Asia Supply Chains

According to a report from ijiwei, citing Nikkei, sources indicate that China is intensifying export inspections on Apple and other U.S. tech companies, hindering these American companies' expansion efforts in Southeast Asia and India. The enhanced customs checks are reportedly related to dual-us...

2025-01-15

[News] STMicroelectronics and GlobalFoundries Reportedly Halt French Wafer Plant Plans, Shift Focus to Chinese Market

According to a report from ijiwei, citing Bloomberg, previously in 2022 STMicroelectronics and GlobalFoundries announced a EUR 5.7 billion investment plan to construct a wafer fabrication plant in France. However, this joint venture project has since stalled. Meanwhile, ijiwei notes that while cons...

2025-01-10

[News] China Becomes Second-Largest Lithium Holder after New Mine Discovery, Boosting EV Battery Sector

China may have more bargaining power in the electric vehicle and battery sectors, though in an unexpected way. According to a report from Interesting Engineering, citing Chinese news agency Xinhua, the country has become the world’s second-largest holder of the lithium reserves, as it announced th...

2025-01-10

[News] NVIDIA to Launch China-Specific RTX 5090 D with 29% AI Performance Cut to Meet U.S. Export Rules

According to a report from Commercial Times, NVIDIA unveiled the RTX 50 series graphics cards at CES on January 7, including the RTX 5090 D, which was specifically designed for the Chinese market to comply with U.S. export control regulations. The report, citing Chinese media outlet ithome, notes t...

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