JW Insights News Weekly (August 28 - September 1, 2023)
Chinese article by 爱集微
English Editor 张未名
09-04 17:37

Overview & Supply chains

MIIT: China's IC output decreases by 3.9% to 191.2 billion units in the first seven months of 2023

JW Insights: China's imports of lithography machines from the Netherlands increases 64.8% in the first seven months, higher than ASML's whole-year expectation

AMEC Chairman Gerald Yin: Restricted imported parts at AMEC can be 100% replaced domestically in the second half of next year

ASML says it can ship restricted chip-making gear until year end

China’s trade promotion agency CCPIT: US investment curbs on China undermine global cooperation and disrupt the industry supply chains

Bloomberg: Apple’s suppliers and manufacturers aim to move 30-50% of production to Vietnam and India under souring US-China relations

US memory chip maker Micron names China government affairs director as it seeks to mend its official ties


The capacity expansion of Chinese mainland’s wafer fabs is expected to benefit Taiwan’s major semiconductor testing companies

AI & Computing

China's tech heavyweight Baidu and other AI players open their large language models to the general public

Mobile phones

Huawei launches Mate 60 Pro to claim comeback to the 5G flagship phone market


Canalys: PC shipment in China decreases 19% in the second quarter and Lenovo ranking first in market share

Dell commits to enhancing presence in China


Chinese EV manufacturer SERES will cooperate with Bosch China in producing higher end NEVs and developing related technology

China's EV industry chain companies ramp up investment in Southeast Asia

German firms double down in NEV cluster of eastern China’s Hefei City

Chinese automaker Changan Automobile establishes a subsidiary in Thailand to build an EV production base


Chinese EV giant BYD’s electronics arm plans to buy US firm Jabil's mobility business for $2.2 billion

(Yuan XY)

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