Overview & Supply chains

MIIT: China’s integrated circuit production in the first half of 2023 decreases 3% to 165.7 billion units https://www.laoyaoba.com/n/871302

IDC: China's ICT spending will hit $720 billion by 2027 https://www.laoyaoba.com/n/871773

Gartner forecasts worldwide semiconductor revenue to decline 11% in 2023 due to economic headwinds, weak demand and US-China trade tension https://www.laoyaoba.com/n/871520

Nvidia's AI GPUs are selling for up to $70,000 in China https://www.laoyaoba.com/n/871461

JW Insights' selected research reports in Q2 and Q1 of 2023 https://www.laoyaoba.com/n/871824

IC&Tech

JW Insights: Chinese auto manufacturers need to hasten localization of chip supplies as a shortage may resurface globally https://www.laoyaoba.com/n/871460

SCMP: China’s natural science fund supports new ‘chiplet’ tech research to advance semiconductor self-sufficiency amid threat of new US sanctions https://www.laoyaoba.com/n/871775

US chip giant Qualcomm's mobile phone chip revenue decreases by 25%, affected by the Chinese market https://www.laoyaoba.com/n/871799

XPeng Motors' vice president of autonomous driving, Wu Xinzhou, may join NVIDIA https://www.laoyaoba.com/n/871652

Fabs

China’s leading OSAT company JCET Group achieves high-volume packaging of 4-nanometer chips by leveraging Chiplet technology https://www.laoyaoba.com/n/871800

Markets

JW Insights: Chinese auto industry chain companies are expanding overseas presence and face various obstacles https://www.laoyaoba.com/n/871631

CAIC: Investment in China's Internet sector slows down in Q2 https://www.laoyaoba.com/n/871175

Chinese companies account for 97% global market share of lithium battery anode materials https://www.laoyaoba.com/n/871154

China's major internet firms report notable profit growth in H1 https://www.laoyaoba.com/n/871486

Tesla Gigafactory Shanghai sees 128% year-on-year growth in July deliveries https://www.laoyaoba.com/n/871810