Supply chain

JW Insights analyst: Upgraded US curbs on AI chip exports will push China to build its own supply chains https://www.laoyaoba.com/n/881238

Chinese tech firms firmly oppose the US new restrictions on AI chip exports to China https://www.laoyaoba.com/n/881066

China strongly opposes new US restrictions on chip exports, warns of global industry disruption https://www.laoyaoba.com/n/881260

Nvidia RTX 4090 GPUs sell out with soaring prices as Chinese vendors stock up amid new export ban https://www.laoyaoba.com/n/881435

Lam Research sees no material impact from new U.S. chip curbs and China accounts for nearly 50% of quarterly revenue https://www.laoyaoba.com/n/881220

Arm CEO: US faces tough task cutting off China from chips https://www.laoyaoba.com/n/881071

Overview

GACC: China's IC imports drop nearly 20% by value in the first nine months of 2023 https://www.laoyaoba.com/n/880752

China's Ministry of Industry and Information Technology releases notice to promote 5G RedCap technology https://www.laoyaoba.com/n/881237

Fabs

ASML's 1980Di tool is hit by US new export rules https://www.laoyaoba.com/n/881217

TrendForce: China's share in mature process capacity will grow from 29% in 2023 to 33% by 2027 https://www.laoyaoba.com/n/881254

Smartphone

Apple CEO Tim Cook visits China amid tough iPhone 15 market https://www.laoyaoba.com/n/881121

Huawei outsells Apple’s new iPhones in China https://www.laoyaoba.com/n/880927

China’s smartphone maker Xiaomi is to launch its all-new operating system HyperOS https://www.laoyaoba.com/n/880917

AI & Computing

Beijing E-Town’s 1000P AI computing center will begin operations in 2024 https://www.laoyaoba.com/n/880763

EV & Auto

European countries have different views on the EU's anti-subsidy probe into Chinese EV https://www.laoyaoba.com/n/881222

China’s EV maker NIO aims to develop its in-house automotive chips https://www.laoyaoba.com/n/881122

(Yuan XY)