As the tech war between the U.S. and China intensifies, Japan has spotted an opening to build a viable alternative for semiconductors — not least so that its own consumer electronics firms do not run out of memory chips. Now, eight major Japanese tech firms and car makers, including Kioxia, NEC, NTT, SoftBank, Sony and […]
Smartphone shipment is often seen as the bellwether of China’s consumer spending, and right now, the picture isn’t very rosy. The world’s largest market for smartphones shipped 175.1 million handsets between January and August, marking a sharp 22.9% decline year-over-year, according to research from a state-backed institution. In August alone, shipments dropped 21.9% year-over-year. The […]
Chinese semiconductor manufacturers and their U.S. suppliers should have seen the Biden administration’s latest export restrictions coming. It’s possible they did. The question is whether they’re prepared. Years ago, the Trump administration sent the first shot across the bow, first cutting off Huawei from advanced chips and later successfully pressing the Dutch government to bar […]
Over the last week and a half, the Chinese semiconductor industry’s circumstances have taken a sharp turn for the worse. The Biden administration announced on October 7 a sweeping set of export restrictions that prevent the export of certain chips and, more important, the sale of tools using certain technologies to Chinese chipmakers. The rules […]
