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Monday 31 July 2023
Weekly news roundup: geopolitical effects and technological trends in the IC industry

China trade curb on Micron sees exclusion effects extend to all terminal apps

Monday 31 July 2023
RichWave looks to India amid weak Chinese market for 2H23
Taiwan-based RF IC developer RichWave expects the European and American demands, especially for FWAs, to have performed as expected, with the Chinese market's weakness more severe...
Monday 31 July 2023
China boosts silicon wafer production to strengthen resilience
With geopolitics threatening to interrupt supply chain security, China's semiconductor supply chain has realized the importance of silicon wafers, which account for nearly 30% of...
Monday 31 July 2023
Taiwan's Central Bank Governor: Taiwan should avoid becoming US trade sanction target
Taiwan's Central Bank governor Chin-long Yang warned that Taiwan should watch out and avoid becoming a target of US trade sanctions because Taiwan's trade surplus with the US is widening,...
Monday 31 July 2023
Concern about chip supply vulnerability arises as China integrates AI into car technology
Generative AI is expected to gain more exposure in future cars. Tesla and some China-based car companies are trying to integrate AI into their technologies. While commercialization...
Friday 28 July 2023
CCS1 still surviving despite aggressive Tesla NACS penetration in US, according to DIGITIMES Research
Tesla has seen its North American Charging Standard (NACS) gaining traction after winning Ford over two months ago. However, DIGITIMES analyst Evan Chen said Combined Charging System...
Friday 28 July 2023
Nikkei: Huawei collaborates with SMIC on 7nm 5G smartphone chips
According to Nikkei Asia, Huawei will start mass-producing 5G smartphone chips through a collaboration with SMIC in the near future. Their goal is to resume high-end smartphone...
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Friday 28 July 2023
China's smartphone shipment decline seen easing in Q2 2023
According to market research firm Canalys' estimates, smartphone shipments in Mainland...
Friday 28 July 2023
Renesas keeps seeing uncertainties in automotive sector, saying SiC production will scale gradually
Renesas Electronics said on July 27 that uncertainties remain in the automotive sector, especially with changes in the Chinese market. The company also said it will go slow on its...
Friday 28 July 2023
Chinese military-affiliated CETC claims breakthrough in SiC crystal growth equipment
China's state-owned China Electronics Technology Group Corporation (CETC) has claimed breakthrough in the core technologies crucial to the country's quest to independently produce...
Friday 28 July 2023
With fragmented development, China's AI chips face rough road ahead
China's AI chip corporations are facing a golden development opportunity, with pulling power from the domestic demand market and pushing power from the Biden Administration's export...
Thursday 27 July 2023
VW-Xpeng deal is evidence of China's growing EV dominance
German auto giant Volkswagen AG's $700 million investment in Xpeng Inc. is a vote of confidence in the electric-vehicle upstart and the latest sign of how rapidly China is starting...
Thursday 27 July 2023
Worldwide semiconductor OSAT market expects growth in 2024 due to accumulated advanced OSAT demand, says IDC
According to IDC's upcoming report, it is estimated that the worldwide semiconductor OSAT market size will drop by 13.3% on year in 2023. However, with the gradual recovery of the...
Thursday 27 July 2023
Governments, carmakers taking proactive steps to secure chips enabling ADAS, autonomous driving
The development of advanced driver assistance systems (ADAS), self-driving cars and smart cockpits is closely related to AI. Although the chip war between China and the US has not...