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The added value of China’s the specialized equipment manufacturing industry for semiconductor devices increased by 33.9% in October
China’s AI chips and equipment contain numerous opportunities in 2024 under the background of supply chain reconstruction
The reliance on imported equipment and design software has become a big pain point
Chinese imports of semiconductor manufacturing equipment rose more than 90% on the year last quarter
China's demand for semiconductor equipment has increased significantly
Chinese chip equipment makers are accelerating localization progress amid more competition and reversed globalization trend of the semiconductor industry
TSMC is expected to be granted another one-year waiver such as the one it received last years
Samsung and SK Hynix get U.S. waivers from export curbs
TCL CSOT is currently working on relocating JOLED factory equipment to China
Global semiconductor equipment billings dipped 2% year-over-year to $25.8 billion in the second quarter of 2023, while quarter-over-quarter billings slipped 4%.