Overview & Supply chain

JW Insights: Less than half of 180 listed semiconductor companies in China achieve revenue growth in 23H1, and about 70% of them see profit decline

https://www.laoyaoba.com/n/876234

SIA CEO John Neuffer: China is a huge part of our supply chain and no one country can move towards the whole supply chain

https://www.laoyaoba.com/n/876300

Commerce secretary says US will continue exporting chips to China but not the most sophisticated ones

https://www.laoyaoba.com/n/875708

Fabs

SEMI: Global semiconductor equipment billings dipped 2% to $25.8 billion in 23Q2; China ranks first with $7.55 billion shipments

https://www.laoyaoba.com/n/876113

TrendForce: Three Chinese mainland companies enter top 10 global foundry rankings for Q2 2023 https://www.laoyaoba.com/n/876109

Chinese mainland semiconductor firms make low-key presence at SEMICON Taiwan 2023 amid geopolitical tensions

https://www.laoyaoba.com/n/876280

Investment

MIIT: China’s NEV production and sales surpass 4.5 million units in the first seven months of 2023 https://www.laoyaoba.com/n/875946

JW Insights: China’s semiconductor industry sees 20% year-on-year drop in financing cases in July 2023

https://www.laoyaoba.com/n/875939

Chinese analog IC foundry GTA Semiconductor secures RMB13.5 billion($1.8 billion) in latest financing round

https://www.laoyaoba.com/n/875569

AI & Computing

China’s tech giant Tencent releases a large language model Hunyuan, with over a hundred billion parameters

https://www.laoyaoba.com/n/876259

AMD CEO Lisa Su commits to continued investment in China

https://www.laoyaoba.com/n/876110

EV & Auto

CPCA: China’s estimated sales of passenger NEVs in August hit 800,000 units, an increase of 27% https://www.laoyaoba.com/n/876104

GACC: China's automobile export value increases 104.4% to RMB442.7 billion in the first eight months of this year

https://www.laoyaoba.com/n/876229

Chinese players invest heavily in automotive electronics due to automotive chip shortage in July https://www.laoyaoba.com/n/875573

Chinese EV brand Avatr makes global premiere of sedan in Munich https://www.laoyaoba.com/n/875983

Chinese battery parts supplier Kedali plans to build plant in Hungary to meet European client’s order https://www.laoyaoba.com/n/876160

Reuters: Europe's carmakers try to bring down EV manufacturing costs and close price gap with China EVs

https://www.laoyaoba.com/n/875808

Tesla China President: Tesla Gigafactory Shanghai has more than 95% supplies from localized supply chain

https://www.laoyaoba.com/n/875801

Display

JW Insights: China’s top five display panel manufacturers release financial reports still with loss, but gradual improvement in performance and increased OLED shipments https://www.laoyaoba.com/n/876312

Robots

MIIT: Robots empower intelligent transformation of China's manufacturing industry https://www.laoyaoba.com/n/876137

Smartphone

TrendForce: Four Chinese brands are among the top six global smartphone manufacturers in Q2 https://www.laoyaoba.com/n/875768

Edu & Research

Shanghai-based Zhangjiang High-Tech’s IC industry job fair attracts more than 30 well-known IC companies and over 10 universities in Shanghai

https://www.laoyaoba.com/n/875955

(Li PP)