Supply chains & Overview

China’s Minister of Commerce Wang Wentao meets with Micron CEO and welcomes the company to deepen footprint in the country's market https://www.laoyaoba.com/n/883237

Nvidia may lose $5 billion China orders as a result of latest U.S. chip curbs https://www.laoyaoba.com/n/883039

China tightens graphite export and US engages with allies to build key supply chains https://www.laoyaoba.com/n/882747

China’s flagship semiconductor show IC China 2023 is postponed https://www.laoyaoba.com/n/882762

Shanghai-listed SOEs spend more on R&D in third quarter https://www.laoyaoba.com/n/882945

IC&Tech

Qualcomm expects revenue from Chinese phone makers to jump 35% https://www.laoyaoba.com/n/883031

ARM China continues to engage in developing locally developed IP products and services for local innovations https://www.laoyaoba.com/n/883038

Nvidia's graphics card RTX 4090 will be subject to China export restrictions starting November 17 https://www.laoyaoba.com/n/883238

Fabs

Northern China’s Inner Mongolia puts into production its chip manufacturing project https://www.laoyaoba.com/n/882552

JW Insights: China’s chip equipment makers accelerate localization progress https://www.laoyaoba.com/n/882912

UBS: China's demand for semiconductor equipment soars remarkably https://www.laoyaoba.com/n/882996

Yicai Global: ASML China will focus on maintenance and service https://www.laoyaoba.com/n/882943

Smartphone

Techinsights: Eight Chinese smartphone brands are among the top ten glob manufacturers by shipment in Q3 https://www.laoyaoba.com/n/883207

(Gao J)