China


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2024-12-16

本周重點關注:美國零售銷售 & 美日利率決議

上週美國各股票板塊表現震盪,但在科技股的帶領下,那斯達克指數創下新高至19926.72點,盤中甚至曾突破至20000點,而標普500指數則表現震盪,收於6051.08點。債市方面,美國10年期公債殖利率終止了連續三周的下跌並回升至4.4%...

2024-12-13

[News] NVIDIA Denies Supply Suspension Rumors in China, Boosts Local Hiring for Self-Driving

Following Beijing’s antitrust investigation targeting NVIDIA earlier this week, rumors have been circulating among netizens that the U.S. chip giant intentionally removed items from its online store on Tmall, China’s largest e-commerce platform. However, NVIDIA's official Weibo account refuted t...

2024-12-12

[News] China’s Chip Design Industry to Grow 12% in 2024, Though High Product Concentration Remains an Issue

Against the backdrop of the gradual recovery of the global semiconductor industry, China's chip design industry is expected to deliver double-digit growth this year, reaching total sales of RMB 646 billion (roughly USD 90.99 billion) in 2024, according to the Integrated Circuit Branch of the China S...

2024-12-12

[News] U.S. Reportedly Set to Impose New AI Chip Restrictions on China Before Christmas

Maybe one of Biden’s export restrictions with the largest scale, a new round of U.S. chip export crackdown on China has been launched last week, targeting 140 entities, led by China’s chip equipment giant Naura Technology. However, the chip war between two superpowers seems to keep escalating, a...

2024-12-11

[News] China’s EDA Giant Empyrean Technology Shifts Control to State-Owned Company after U.S. Blacklist

A week after Empyrean Technology has been added to the blacklist in the latest wave of U.S. chip export controls, the Chinese developer of chip design system has ceded control to its largest state-owned shareholder, China Electronics Corporation (CEC). According to a report from South China Morning ...

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