China


2023-11-20

[News] Big Fund II Targets Computing Power, Invests in Tsing Micro Technology

According to ChinaTimes' report, Big Fund II is once again making strategic moves, this time targeting a stake in Tsing Micro Technology, a company specializing in reconfigurable computing chips. Reconfigurable architecture chips possess extensive general computing capabilities, making them essen...

2023-11-16

[News] Potential Tariffs Spark Electric Vehicle Trade Conflict Between China and EU

According to the article written by Tony Chen, Head of Investment Research at UBS Asset Management, the European Commission initiated an investigation in October into Chinese electric car manufacturers suspected of receiving national subsidies. The EU believes that Chinese state subsidies will creat...

2023-11-15

Oversupply or Blue Ocean Shift? China’s Next Step in Specialty Process

In the previous articles (China Strives to Break Through U.S. Restrictions in Mature Processes, Aiming for Over 30% Global Share by 2027 and China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process) we explored the overall layout of Chinese wafer fab and develo...

2023-11-14

China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process

On August 7th, HuaHong Group officially went public on the Sci-Tech Innovation Board Market, Shanghai Stock Exchange (STAR Market, SSE). Combined with the return of SMIC to A-shares (China’s domestic shares) in the past two years and Nexchip's listing in May, it brings together the three major pla...

2023-11-14

[Insights] Intensified Competition between Foxconn and Quanta in Apple’s Supply Chain

On October 31, 2023, Apple held a product launch event for its M3 chips. Reports suggest that Foxconn has secured a portion of existing MacBook Pro and iMac orders from Quanta. This marks the first time Foxconn has taken orders for higher-end MacBook Pro models. The order distribution between Fox...

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