JW Insights News Weekly (September 4 -8, 2023)
Chinese article by 栗盼盼
English Editor WM Zhang
09-11 17:01

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

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

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


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

TrendForce: Three Chinese mainland companies enter top 10 global foundry rankings for Q2 2023

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


MIIT: China’s NEV production and sales surpass 4.5 million units in the first seven months of 2023

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

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

AI & Computing

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

AMD CEO Lisa Su commits to continued investment in China

EV & Auto

CPCA: China’s estimated sales of passenger NEVs in August hit 800,000 units, an increase of 27%

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

Chinese players invest heavily in automotive electronics due to automotive chip shortage in July

Chinese EV brand Avatr makes global premiere of sedan in Munich

Chinese battery parts supplier Kedali plans to build plant in Hungary to meet European client’s order

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

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


JW Insights: China’s top five display panel manufacturers release financial reports still with loss, but gradual improvement in performance and increased OLED shipments


MIIT: Robots empower intelligent transformation of China's manufacturing industry


TrendForce: Four Chinese brands are among the top six global smartphone manufacturers in Q2

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

(Li PP)

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