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semiconductors

Warning sign for China’s economic growth? 4 takeaways from May’s PMI data

by Ron Morgan
Warning sign for China’s economic growth? 4 takeaways from May’s PMI data

If you would like to see more of our reporting, please consider subscribing. 1. Impact of new US tariffs already being felt? China’s official manufacturing purchasing managers’ index (PMI) fell …

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US delays AI chip exports to Middle East by Nvidia, AMD over concern that China can access the tech via data centres

by Walter Watson
US delays AI chip exports to Middle East by Nvidia, AMD over concern that China can access the tech via data centres

US officials have slowed the issuing of licences to chip makers such as Nvidia and Advanced Micro Devices for large-scale artificial intelligence (AI) accelerator shipments to the Middle East, according …

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China’s $47B semiconductor fund puts chip sovereignty front and center

by Edgar Davis
China’s B semiconductor fund puts chip sovereignty front and center

China has closed a third state-backed investment fund to bolster its semiconductor industry and reduce reliance on other nations, both for using and for manufacturing wafers — prioritizing what is …

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Opinion | China, South Korea and Japan are talking again – the US should take note

by Walter Watson
Opinion | China, South Korea and Japan are talking again – the US should take note

On May 26, the leaders of China, Japan and South Korea will gather in Seoul for a trilateral summit, the first since 2019. Chinese Premier Li Qiang, Japanese Prime Minister …

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Opinion | Why Biden won’t beat China by out-Trumping Trump on trade tariffs

by Ron Morgan
Opinion | Why Biden won’t beat China by out-Trumping Trump on trade tariffs

Last week, Biden announced a 100 per cent tariff on electric vehicles (EVs) from China, roughly a quadrupling of earlier levies. Tariffs are also surging on solar cells, advanced batteries, …

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What are the 14 Chinese items on the US tariff list, and how important are they to China’s exports?

by Walter Watson
What are the 14 Chinese items on the US tariff list, and how important are they to China’s exports?

01:52 US proposes new round of tariffs on China in latest trade war escalation US proposes new round of tariffs on China in latest trade war escalation Explainer | What …

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Beijing to push subsidies for local firms to buy China-made chips to shore up city’s computing infrastructure

by Anas Siddiqui
Beijing to push subsidies for local firms to buy China-made chips to shore up city’s computing infrastructure

In a draft policy document published on Wednesday, the Beijing Municipal Bureau of Economy and Information Technology said the city will provide an undisclosed amount of subsidies to help local …

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Chip Hoarding by PC and Smartphone Makers Turns Shortage to Glut Amid Inflation, Lockdowns, and Ukraine Crisis

by Maya Ortiz
Chip Hoarding by PC and Smartphone Makers Turns Shortage to Glut Amid Inflation, Lockdowns, and Ukraine Crisis

A supply chain crisis triggered by the global pandemic deprived makers of PCs and smartphones to cars of computer chips needed to make their products. All that suddenly changed over …

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US exports to China declined 4.3% year on year in 2023 amid trade tensions: report

by Walter Watson
US exports to China declined 4.3% year on year in 2023 amid trade tensions: report

“It is important for us to remind US lawmakers and those in influential positions that every state and congressional district in the US maintains its own economic and trade relationship …

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Semiconductor Giant ASML Has a New Boss, and a Big Problem

by Anas Siddiqui
Semiconductor Giant ASML Has a New Boss, and a Big Problem

When Christophe Fouquet takes over as CEO of Europe’s most valuable tech company on April 24, he will inherit not only a single firm, but also the leadership of an …

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