JW Insights News Weekly (October 9 - 13, 2023)
Chinese article by 爱集微
English Editor 张未名
10-16 16:31

JW Insights

JW Insights will hold the 2024 Semiconductor Investment Annual Meeting & IC Industry Award Ceremony in December

Overview and Supply chains

Chinese EV suppliers plan side doors into U.S. market

TSMC is said to receive another one-year waiver for supplying equipment to Chinese mainland

The US government grants Samsung and SK Hynix indefinite waiver on chip-making equipment supplies to their China factories

About half of Japanese companies plan to maintain or boost investment in China

IC & Tech

RISC-V International CEO says restrictions on open technology would slow innovation

JW Insights: Chinese chip design companies concentrate in producing easier to make automotive chips to reduce import dependence

Samsung: Chinese market may experience DRAM/NAND chip shortage next year

Senior Arm China staffs reportedly quit and establish a local semiconductor startup in Shenzhen


China's vast interior helps the country deepen influence in global manufacturing

AI & Computing

IDC: China's accelerated server market surges 54% in the first half of 2023

China's quantum computer prototype Jiuzhang 3 sets new world record

EV & Auto

China sold 746,000 new energy passenger vehicles in September

Chinese EV startup WM Motor applies for bankruptcy review

South Korea's import value of China-made EV batteries increases 114.6% in the first eight months of 2023

Chinese automaker BAIC’s EV arm partners with Japan’s TURING to sell EVs in Japan in 2024

China battery manufacturer Gotion High-Tech signs agreements with the US Illinois government to start its EV battery plant construction

China’s registered new energy vehicles hit 18.21 million

5G & Mobile phones

Huawei manager says 5G-A receivers will supplement 5G base stations

China’s tech giant Huawei is reportedly stockpiling components to increase smartphone shipments to 60 to 70 million units next year


Counterpoint: China's VR shipments decline 56% in first half of 2023

Edu & Research

JW Insights: R&D expenses of 208 listed Chinese semiconductor companies totaled RMB39.067 billion in H1

Huawei's founder Ren Zhengfei: "US sanction is pressure but also motivation"

(Gao J)

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