Subject


US


2024-01-24

[News] New Focus in the US-China Tech War! Can China Overtake with Silicon Photonics?

The Center for Strategic and International Studies (CSIS) in the United States published a new article on the January 12th, 2024, suggesting that the new battleground in the US-China tech war could be silicon photonics technology. This technology aims to enhance transmission efficiency, reduce laten...

2024-01-23

[News] Subsidies from the U.S. Legislation “NAPMP” Potentially Expected to Cover IC Substrates

The U.S. Department of Commerce has initiated the "National Advanced Packaging Manufacturing Program (NAPMP) ," with materials and substrates being the first subsidized areas. Due to the close collaboration between IC testing and IC substrates, it is not ruled out that the IC substrate industry coul...

2024-01-23

[News] China’s Chip Equipment Imports Surge 14% to Nearly USD 40 Billion in 2023

As companies increased their investments in 2023, the Chinese semiconductor industry actively expanded, leading to a substantial increase in the import volume of China's chip manufacturing equipment. According to Bloomberg’s report citing official Chinese customs data, the import value of equip...

2024-01-22

[News] Six Companies, Including BYD and CATL, are Included in the U.S. Procurement Ban List

The U.S. lawmakers is reportedly attempting to further drive the "decoupling" of the Pentagon's supply chain from China. According to sources cited by Bloomberg, the U.S. Congress has prohibited the Pentagon from procuring batteries produced by six Chinese companies, including CATL and BYD. Addit...

2024-01-08

[News] Cooling Response to NVIDIA’s Exclusive Chips for China, Lack of Interest in Downgraded Models by Customers

In order to comply with new regulations on the export of chips to the United States, NVIDIA has been consistently releasing AI chips and graphics cards tailored for the Chinese market. However, according to sources cited by The Wall Street Journal, since November 2023, major cloud service provide...

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