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Tuesday 14 November 2023
What drives YMTC's bold legal action against Micron?
China's Yangtze Memory Technologies (YMTC) has filed a patent infringement lawsuit with a US court against American chipmaker Micron Technology, marking the first time a Chinese chipmaker...
Tuesday 14 November 2023
Chinese companies ramp up recruitment amid Huawei's move towards native HarmonyOS
Less than a month after an announcement that said Huawei is looking to launch native HarmonyOS in 2024, Chinese internet companies are eager to recruit developers for the OS to ditch...
Tuesday 14 November 2023
Chinese market revenue shrinks for MCU suppliers
Revenue from the Chinese market has decreased for MCU companies due to the persistently lackluster shipment pull-ins for consumer electronics, according to industry sources.
Tuesday 14 November 2023
SMIC warns seasonal trends insufficient for market recovery
While some smartphone AP vendors have reported record sales and profits, SMIC co-CEO Zhao Haijun issued a cautionary note at the latest earnings call, saying that the seasonal fluctuations...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...
Tuesday 14 November 2023
Electronics components demand in China remains sluggish
Electronics components suppliers have to be resigned to the fact that there is unlikely to be a dramatic ending to 2023, as even the Double 11 shopping festival sales in China were...
Tuesday 14 November 2023
Chinese CPU developer planning shift to 7nm process manufacturing
China government-supported chipmaker Loongson has begun research on its CPU product line entering the next-generation 7nm technology, with development beginning in 2024, according...
Tuesday 14 November 2023
IC design houses see disappointing end-market demand in China
China's Double 11 online shopping festival has failed to generate end-market demand, with only a few brands like Xiaomi reporting decent sales, indicating that China's consumer market...
Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.
Monday 13 November 2023
Smartphone and PC market rebound only transient? IC designers say consumer demand momentum may not fully recover until 2H24
The landscape of the IC design industry presents a mixed picture regarding the recent upturn in the mobile phone and PC markets. While some IC design companies have delivered promising...
Monday 13 November 2023
Hiroca says increasing orders from Chinese carmakers offset Japanese automakers' slowing demand
Japan-based car companies have lost their dominance in China's car market as local competitors rise. Automotive suppliers confirmed that Japanese automakers have reduced their pull-ins...
Monday 13 November 2023
China chip industry expert warns against blind pursuit of import substitution
In a keynote speech at the 2023 International Conference on Computer-Aided Design (ICCAD) in Guangzhou, China, Wei Shaojun, who is Vice President of the China Semiconductor Industry...
Monday 13 November 2023
Can Nvidia and Intel's new China-only GPU versions circumvent US government scrutiny?
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
Monday 13 November 2023
YMTC initiates legal action against Micron for patent infringement in the US
Amid an attempt by US President Joe Biden to ease the US-China tension in an APEC summit with his Chinese counterpart, Yangtze Memory Technologies Co (YMTC) filed a lawsuit on November...