China


2024-12-11

[Insight] Trump’s Tariff Comeback: A New Chapter in the U.S.-China Trade War

During Donald Trump's presidency in 2017, he initiated a large-scale trade war against China, primarily based on Section 301 of the Trade Act. The U.S. imposed high tariffs on Chinese imports to address the U.S.-China trade imbalance and intellectual property disputes. This trade war heightened i...

2024-12-10

[News] Chip Equipment Giant KLA Predicts 20% Drop in China Sales for 2025 Amid New U.S. Export Curbs

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...

2024-12-10

[News] China Launches Antitrust Probe into NVIDIA over Mellanox Deal, Heightening U.S. Chip Tensions

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...

2024-12-09

[News] Acceleration of Localization in China’s Semiconductor Industry

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 ...

2024-12-06

[News] China’s Automotive Chip Localization Ratio Reportedly to Hit 15% by Year-End amid U.S. Reliance

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...

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