Following the Bureau of Industry and Security's (BIS) addition of over 100 Chinese companies to its entity list, China's four major associations for automobiles, internet, semiconductors, and communications have called upon Chinese businesses to exercise caution when using American chips and to speed up domestic production. The US Department of Commerce's move aims to limit these companies' artificial intelligence (AI) and semiconductor technology development

The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers and partners, according to industry sources

Following American chipmaker Microchip Technology's announcement regarding the closure of its Fab 2 wafer factory in Arizona and pause in its application for US semiconductor subsidies, the industry faces a sobering reality. The news particularly impacts Chinese firms actively developing automotive-grade microcontroller units (MCU)

Japan Display Inc. (JDI) has formed a strategic partnership with Taiwanese display manufacturer Innolux Corporation and its automotive subsidiary CarUX to develop next-generation automotive displays

China's semiconductor industry is ramping up efforts to reduce dependence on US technology following Washington's latest round of export restrictions, with multiple domestic firms emphasizing their preparedness through existing stockpiles and localization initiatives

Chinese semiconductor firm Tsinghua Unigroup's road to recovery faces new obstacles, as its two major stakeholders, Beijing Wise Road Asset Management (Wise Road Capital) and Beijing Jiangguang Asset Management (JAC Capital), are among the host of companies in China that found themselves on a trade restrictions list that the US has just released

Fujifilm Electronic Materials Taiwan held a groundbreaking ceremony for its new facility in Hsinchu, northern Taiwan, on December 2. The event drew several prominent Fujifilm executives, including board members Tetsuya Iwasaki and Hiroshi Ito, Fujifilm Electronics Materials Taiwan chairman Kenichi Tanaka, and president Alex Chang

According to industry sources, the surprise departure of Pat Gelsinger from Intel has somewhat piqued Chinese semiconductor firms' interest in the Entity List that the US has just announced

The latest wave of export restrictions from the US on High Bandwidth Memory (HBM), particularly targeting advanced technologies such as HBM2 and above, is set to compel China's memory supply chain to expedite the development of core HBM technologies. As these regulations tighten, concerns arise within the memory supply chain regarding China's current investment in HBM, which remains at a nascent stage. Poor yield rates could further impact the circulation of secondary products like DDR5, leading to market price volatility

The new US export restrictions on China do not include ChangXin Memory Technologies (CXMT), which has sparked discussions among industry observers regarding how the key Chinese memory manufacturer is able to circumvent them

On December 3, China declared an export ban on these metals to the US, a retaliatory action following US President Joe Biden's administration's introduction of new technology restrictions targeting China

Samsung Electronics and SK Hynix, while competing in memory development for artificial intelligence (AI), have agreed to collaborate on accelerating technology standardization

Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities to increase output

The US Department of Commerce's Bureau of Industry and Security (BIS) released a new regulation on December 2, adding 140 Chinese companies to the Entity List. This regulation targets 24 types of semiconductor manufacturing equipment, three categories of electronic design automation (EDA) tools, and high bandwidth memory (HBM)

China has expressed strong dissatisfaction in response to the new round of sanctions from the US. China's Ministry of Commerce issued a statement stating that the new measures further strengthen export controls on semiconductor manufacturing equipment and memory chips, adding 136 Chinese entities to the Entity List and expanding jurisdictional reach to obstruct trade between China and third countries, characterizing it as typical economic coercion and non-market practices