3 h. ago China wants US semiconductor companies to submit sensitive data as part of probe — 'anti

China wants US semiconductor companies to submit sensitive data as part of probe — 'anti-dumping' investigation requests sales and profit data  Tom's Hardware

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7 h. ago China Seeks Sensitive Data From US Firms in Semiconductor Probe

China Seeks Sensitive Data From US Firms in Semiconductor Probe  Bloomberg

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5 d. ago China’s secret weapon in chip battle with US: intense city rivalry

China’s megacities are moving in tandem to draw capital to semiconductor research and development, as Beijing accelerates its chip self-sufficiency drive in the face of tightening US export controls. Major technology hubs including Shenzhen, Shanghai and Hangzhou – and even lesser-known players like Hubei province – have all launched major chip industry investment projects in the past few months, with regions competing to emerge as powerhouses in the strategically vital sector, according to...

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5 d. ago Micron to cease server memory chips business in China after ban, sources say

Micron Technology plans to stop supplying server memory chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, according to two people briefed on the decision. Micron was the first US chipmaker to be targeted by Beijing – a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China’s semiconductor industry. Since then, both Nvidia and Intel have...

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6 d. ago Nexperia’s China plant workers fear being caught in dispute crossfire

Workers at a large Nexperia packaging plant in the southern Chinese city of Dongguan said they are worried about becoming collateral damage in a simmering political dispute between the Netherlands and China that has upended the management of the Dutch semiconductor maker. During a visit by the Post on Thursday, operations at the factory appeared normal even as staff were aware of the power struggle between Nexperia’s Dutch management and its Chinese owner, Wingtech Technology, over control of...

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6 d. ago Shenzhen semiconductor expo shows China’s progress in tech self

Chinese semiconductor companies, part of the more than 600 exhibitors at an industry event in Shenzhen this week, unveiled an array of advanced products that appear to bolster the country’s broad push towards tech self-reliance. At the three-day WeSemiBay Semiconductor Ecosystem Expo 2025, which concludes on Friday, Shenzhen municipal government-backed SiCarrier, which is known to work with Huawei Technologies, drew much attention when the chip equipment maker presented more than a dozen...

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7 d. ago Chip supply at risk in fight over Nexperia, unit of China’s Wingtech

Nexperia, the European semiconductor subsidiary of Chinese electronics part maker Wingtech, is caught in the crossfire of the US-China tech war and faces an uncertain future amid restrictions from both the Chinese and Dutch governments, according to analysts. The Dutch government has taken over Nexperia, a move that provoked strong opposition from its Chinese owner Wingtech, the Chinese government and players in China’s semiconductor supply chain. They have vowed to fight for control of the...

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8 d. ago China vows to support Wingtech in Dutch national security battle over Nexperia

China has voiced support for local electronics parts supplier Wingtech as it battles authorities in the Netherlands over control of its European semiconductor unit. The state-backed China Semiconductor Industry Association (CSIA) said in a statement on Tuesday that it “firmly supports” CSIA member Wingtech in defending its rights, a day after the Chinese company said its European subsidiary Nexperia, which it acquired in 2019, was under temporary external management following an order from the...

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1 week ago Chinese local governments warned not to give AI access to sensitive information

Chinese local governments have been told they may use artificial intelligence to help decision-making, but must ensure they do not leak any sensitive data or “blindly” pursue technological superiority. New guidelines, published by the Cyberspace Administration of China and the National Development and Reform Commission on Friday, said AI models could make government more efficient and benefit the public. It listed areas where AI models could be used. These included online consultations to answer...

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1 week ago China's stricter rare earth export rules could create cracks across semiconductor supply chain (TSM:NYSE)

China's stricter rare earth export rules could create cracks across semiconductor supply chain (TSM:NYSE)  Seeking Alpha

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1 week ago Beijing targets consultancy that does teardown reports on Huawei chips

The Chinese government has put a Canadian semiconductor consultancy, which is known for its reverse-engineering analysis of chips to track their source, on a trade blacklist in a sign of a widening tech war with the West. Ottawa-based TechInsights was added to the “unreliable entity list” published by China’s Ministry of Commerce and banned from doing business with the country. Chinese individuals and organisations have been told not to “transmit data or provide sensitive information” to the...

Events

1 week ago China expands rare earth restrictions, targets defence, semiconductor users

China expands rare earth restrictions, targets defence, semiconductor users  Reuters

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1 week ago China tightens rare earth export controls, targets defence, semiconductor users

China tightens rare earth export controls, targets defence, semiconductor users  Yahoo Finance

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1 week ago China tightens rare earth export controls, targets defence, semiconductor users By Reuters

China tightens rare earth export controls, targets defence, semiconductor users By Reuters  Investing.com

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1 week ago US Lawmakers Push for Stricter Restrictions on Semiconductor Equipment Sales to China

US Lawmakers Push for Stricter Restrictions on Semiconductor Equipment Sales to China  TECHi

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1 week ago Applied Materials’ SWOT analysis: semiconductor stock faces china headwinds

Applied Materials’ SWOT analysis: semiconductor stock faces china headwinds  Investing.com

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2 w. ago Impact of Anthropic’s China ban unlikely to ‘move the needle’, expert says

US artificial intelligence start-up Anthropic’s ban on China-backed entities’ access to its models was not expected to deter mainland firms nor hamper their progress in the field, according to industry experts and analysts. “When it comes to the impact on China’s [AI] competitiveness and development, I don’t think it will move the needle very much,” said Ben Reynolds, a Rhodium Group analyst specialising in US and China semiconductor competition. While noting that the move was consistent with...

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2 w. ago China, Taiwan, United States Huawei, Taiwan and Washington's invisible semiconductor war

China, Taiwan, United States Huawei, Taiwan and Washington's invisible semiconductor war  Intelligence Online

Events

3 w. ago From Buyer To Builder: How China Is Overcoming U.S. Semiconductor Sanctions

From Buyer To Builder: How China Is Overcoming U.S. Semiconductor Sanctions  Seeking Alpha

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4 w. ago Hong Kong stocks rise on China stimulus bets amid typhoon trading

Hong Kong stocks rose on Wednesday, ending a two-day decline as China’s shaky economic outlook fuelled stimulus bets. The Hang Seng Index rose 0.3 per cent to 26,240.34 as of 10am. The Hang Seng Tech Index rose 0.4 per cent. On the mainland, the CSI 300 Index and the Shanghai Composite Index both added about 0.1 per cent. SMIC, mainland China’s largest semiconductor foundry, rose 3.8 per cent to HK$75.30. State-owned property developer China Overseas Land & Investment gained 2.1 per cent to...

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