Overview & Supply chains
MIIT: China's IC output decreases by 3.9% to 191.2 billion units in the first seven months of 2023 https://www.laoyaoba.com/n/875337
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 https://www.laoyaoba.com/n/874820
AMEC Chairman Gerald Yin: Restricted imported parts at AMEC can be 100% replaced domestically in the second half of next year https://www.laoyaoba.com/n/874611
ASML says it can ship restricted chip-making gear until year end https://www.laoyaoba.com/n/875326
China’s trade promotion agency CCPIT: US investment curbs on China undermine global cooperation and disrupt the industry supply chains https://www.laoyaoba.com/n/875207
Bloomberg: Apple’s suppliers and manufacturers aim to move 30-50% of production to Vietnam and India under souring US-China relations https://www.laoyaoba.com/n/875043
US memory chip maker Micron names China government affairs director as it seeks to mend its official ties https://www.laoyaoba.com/n/874982
Fabs
The capacity expansion of Chinese mainland’s wafer fabs is expected to benefit Taiwan’s major semiconductor testing companies https://www.laoyaoba.com/n/874823
AI & Computing
China's tech heavyweight Baidu and other AI players open their large language models to the general public https://www.laoyaoba.com/n/875191
Mobile phones
Huawei launches Mate 60 Pro to claim comeback to the 5G flagship phone market https://www.laoyaoba.com/n/875019
PC
Canalys: PC shipment in China decreases 19% in the second quarter and Lenovo ranking first in market share https://www.laoyaoba.com/n/874996
Dell commits to enhancing presence in China https://www.laoyaoba.com/n/874641
EV
Chinese EV manufacturer SERES will cooperate with Bosch China in producing higher end NEVs and developing related technology https://www.laoyaoba.com/n/874996
China's EV industry chain companies ramp up investment in Southeast Asia https://www.laoyaoba.com/n/875162
German firms double down in NEV cluster of eastern China’s Hefei City https://www.laoyaoba.com/n/875014
Chinese automaker Changan Automobile establishes a subsidiary in Thailand to build an EV production base https://www.laoyaoba.com/n/875381
Investment
Chinese EV giant BYD’s electronics arm plans to buy US firm Jabil's mobility business for $2.2 billion https://www.laoyaoba.com/n/874670
(Yuan XY)
