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September 28
- China Urges Domestic Firms to Stay Away from NVIDIA Chips Through Unofficial Window Guidance➀ China is pressuring domestic companies to buy homegrown AI chips instead of NVIDIA products to promote the localization of the semiconductor industry in response to US sanctions. ➁ Regulatory agencies have advised companies against purchasing NVIDIA's H20 chips for AI model development and operation. ➂ The policy is not a direct ban but implemented through guidance, aiming to avoid harming domestic AI startups and escalating tensions with the US.
August 27
- Samsung Dissolves Advanced Packaging Business Team, Rumored Chinese Factories Attempt to Recruit Expert Lin Juncheng➀ Samsung Electronics disbanded its Advanced Packaging Business Team, which was led by Lin Juncheng, a former TSMC executive. ➁ Lin Juncheng, known as a 'semiconductor packaging expert', has a rich background including nearly 19 years at TSMC and leadership roles at Skytech. ➂ There are rumors that Chinese mainland semiconductor factories are trying to recruit Lin Juncheng, although he is expected to prioritize opportunities in Taiwan.