JW Insights
JW Insights will hold the 2024 Semiconductor Investment Annual Meeting & IC Industry Award Ceremony in December https://www.laoyaoba.com/n/880365
Overview and Supply chains
Chinese EV suppliers plan side doors into U.S. market https://www.laoyaoba.com/n/880503
TSMC is said to receive another one-year waiver for supplying equipment to Chinese mainland https://www.laoyaoba.com/n/880364
The US government grants Samsung and SK Hynix indefinite waiver on chip-making equipment supplies to their China factories https://www.laoyaoba.com/n/880006
About half of Japanese companies plan to maintain or boost investment in China https://www.laoyaoba.com/n/880530
IC & Tech
RISC-V International CEO says restrictions on open technology would slow innovation https://www.laoyaoba.com/n/880009
JW Insights: Chinese chip design companies concentrate in producing easier to make automotive chips to reduce import dependence https://www.laoyaoba.com/n/880500
Samsung: Chinese market may experience DRAM/NAND chip shortage next year https://www.laoyaoba.com/n/879875
Senior Arm China staffs reportedly quit and establish a local semiconductor startup in Shenzhen https://www.laoyaoba.com/n/880357
Mfg
China's vast interior helps the country deepen influence in global manufacturing https://www.laoyaoba.com/n/879967
AI & Computing
IDC: China's accelerated server market surges 54% in the first half of 2023 https://www.laoyaoba.com/n/880004
China's quantum computer prototype Jiuzhang 3 sets new world record https://www.laoyaoba.com/n/880511
EV & Auto
China sold 746,000 new energy passenger vehicles in September https://www.laoyaoba.com/n/880257
Chinese EV startup WM Motor applies for bankruptcy review https://www.laoyaoba.com/n/880029
South Korea's import value of China-made EV batteries increases 114.6% in the first eight months of 2023 https://www.laoyaoba.com/n/879966
Chinese automaker BAIC’s EV arm partners with Japan’s TURING to sell EVs in Japan in 2024 https://www.laoyaoba.com/n/880005
China battery manufacturer Gotion High-Tech signs agreements with the US Illinois government to start its EV battery plant construction https://www.laoyaoba.com/n/880520
China’s registered new energy vehicles hit 18.21 million https://www.laoyaoba.com/n/880191
5G & Mobile phones
Huawei manager says 5G-A receivers will supplement 5G base stations https://www.laoyaoba.com/n/880543
China’s tech giant Huawei is reportedly stockpiling components to increase smartphone shipments to 60 to 70 million units next year https://www.laoyaoba.com/n/880256
VR
Counterpoint: China's VR shipments decline 56% in first half of 2023 https://www.laoyaoba.com/n/880535
Edu & Research
JW Insights: R&D expenses of 208 listed Chinese semiconductor companies totaled RMB39.067 billion in H1 https://www.laoyaoba.com/n/879845
Huawei's founder Ren Zhengfei: "US sanction is pressure but also motivation" https://www.laoyaoba.com/n/880190
(Gao J)
