➀ China's strict export controls on rare materials are affecting the German arms industry.

➁ The German arms industry is concerned about over-reliance on China for rare materials like Germanium, which is used in radar technology and night vision devices.

➂ Companies like Hensoldt and Rheinmetall are preparing for alternative supply chains and increasing production to mitigate the risk of supply shortages.

➀ Jonathan Goldberg warns of a classic bubble forming in the semiconductor sector due to the AI boom.

➁ He discusses the rise of Neo-Cloud companies and the financial implications of partnerships like OpenAI and AMD.

➂ Goldberg expresses concerns about China's rapid advancements in semiconductor technology, particularly Huawei's development of EUV lithography and the potential impact on global markets.

➀ Robert Friedland, a renowned resource investor, warns at the GSIS security conference in Hamburg about China's strategic use of rare earth metals as a tool of power.

➁ China's export controls on seven rare earths and certain magnets have affected industries in the US and Europe, with potential shortages of samarium and terbium, crucial for aerospace and ship navigation systems.

➂ Japan demonstrates the efficiency of recycling to secure rare earth supplies, with 60% of the annual demand for gallium met through recycling.

➃ Europe's reliance on China for rare earth supply is over 90%, and the need for a European strategic reserve is emphasized.

➄ The European Union is urged to invest in rare earth mining and processing to match China and the US, with a potential for significant investment opportunities.

➅ Only 2.5% of the annual US consumption of rare earths is used in the defense industry, the limited impact of potential shortages on military applications.

➀ The US has imposed export restrictions on semiconductor firms targeting China since 2018, aiming to hinder China's chipmaking ambitions.

➁ Chinese chipmakers are innovating by pushing the limits of technology, such as using multi-patterning and hardware-software fusion.

➂ Huawei's Ascend 910C chip demonstrates the potential for innovation, offering 800 teraflops compared to Nvidia's 2,500 teraflops.

➃ The strategy involves using less advanced technologies like DUV systems to compensate for foreign restrictions.

➄ Concerns remain about the long-term feasibility of this approach due to physical limitations of current technology.

➅ China is also exploring the use of less precise number representations in AI chips to optimize performance.

➀ SK On is reinforcing its high-nickel cathode technology to enhance EV performance, fast-charging, and safety;

➁ The company is diversifying its product mix with high-voltage mid-nickel, cylindrical, and prismatic cells to compete with China's battery industry;

➃ The company has developed a high-voltage mid-nickel battery that balances cost, performance, lifetime, and safety;

➄ SK On aims to reduce EV fast-charging times to 10 minutes by 2030 through innovative charging technologies;

➅ SK On emphasizes system-level safety and thermal management to prevent thermal runaway in batteries;

➆ The company expects medium to long-term growth in EV demand, driven by China's high EV penetration and increasing power requirements for AI-driven vehicles.

➀ TSMC's Chairman Hou expects rare earth reserves to remain stable in the short term;

➁ TSMC is taking steps to reduce its reliance on China for rare earth materials;

➂ The shift reflects broader geopolitical concerns in the semiconductor industry.

➃ Hou emphasizes the importance of securing adequate green energy supply and power stability for the semiconductor industry;

➄ He highlights the role of EUV equipment in energy efficiency and the need for expanding Taiwan's talent pool.

➀ Saras Micro Devices introduced a 3D vertical power delivery system to reduce energy loss and save board space;

➁ China plans significant investments in High Bandwidth Memory (HBM) to bolster its AI industry;

➂ The European Commission proposed a 'space shield' defense initiative as part of its 2030 roadmap.

➀ China expands rare-earth export controls targeting advanced semiconductor manufacturing (14nm logic chips and 256-layer+ memory), with rules now covering foreign products containing Chinese rare earths.

➀ Global HDD and semiconductor firms like Seagate and Western Digital may face supply chain disruptions due to restrictions on key materials like polishing compounds and magnets.

➀ The move mirrors U.S. tech export policies, escalating a bidirectional tech war where both nations cite 'national security' to restrict critical chip-related technologies.

➀ SiTime launches Titan MEMS resonators for compact medical and IoT devices;

➁ Analysts highlight signs of semiconductor market recovery with inventory normalization;

➂ Chinese researchers develop infrared-visualizing pinhole camera using laser tech, while Lacuna Space expands IoT with helical antennas.

➀ China accuses NVIDIA of violating anti-monopoly laws, with potential fines up to 10% of its annual revenue from the Chinese market;

➁ The allegations coincide with ongoing US-China trade talks in Spain, implying the investigation may be a negotiation tactic to secure better terms for AI chip access;

➂ China intensifies efforts to reduce reliance on foreign tech, promoting domestic chip production and urging companies to avoid NVIDIA GPUs for national AI independence.

➀ The Chinese government pressured Foxconn to withdraw 300 engineers from its Indian factories and cancel plans to send 60 more, replacing them with Taiwanese engineers;

➁ This is part of Beijing's strategy to hinder Apple's shift of iPhone assembly from China to India and slow down manufacturing diversification;

➂ China aims to restrict the export of technical expertise, skilled personnel, and equipment to maintain its manufacturing dominance.

➀ China's Great Firewall (GFW) disrupted all HTTPS traffic on TCP port 443 for 74 minutes, potentially due to misconfiguration or a new censorship mechanism;

➀ The anomaly specifically targeted port 443, unlike past protocol-wide blocks, raising questions about GFW's evolving tactics;

➂ The incident highlights China's conflicted approach to balancing economic reliance on global internet access with strict information control.

➀ Plessey Semiconductors was acquired by Haylo Labs, funded by a $100 million loan from Chinese tech firm Goertek;

➁ Goertek specializes in acoustic/optical components for consumer electronics and VR/AR, with clients including Apple and Huawei;

➂ The UK government approved the deal aimed at consolidating microLED technology leadership.

➀ China reportedly urges domestic companies to avoid using NVIDIA's H20 chips for government-related purposes, citing security and environmental concerns;

➀ NVIDIA denies claims of H20's military applications, stating China has sufficient domestic alternatives for government operations;

➂ Tensions escalate as U.S. and China vie for semiconductor dominance, with potential impacts on NVIDIA's market strategy and AI chip exports.

➀ Many experts praised the hiring of Lip-Bu Tan as Intel's new CEO this year, but if U.S. President Donald Trump has his way, Tan's tenure will be short-lived. Trump called for Tan's immediate resignation on his Truth Social platform.

➁ Trump did not specify the exact reason for Tan's resignation, only stating that he is 'highly CONFLICTED and must resign' and that 'no other solution to this problem' exists.

➂ The issue is Tan's ties to China, which have raised concerns among some U.S. officials.

➀ Former President Trump demands Intel CEO Lip-Bu Tan resign, citing 'conflicted' ties to Chinese entities;

➁ Republican Senator Tom Cotton criticizes Tan's past leadership at Cadence Design Systems and links to Chinese military-linked firms, questioning Intel's CHIPS Act grant eligibility;

➂ Intel defends Tan's commitment to U.S. security amid broader tensions over semiconductor tariffs and supply chain control.

➀ The global Wafer Fab Equipment (WFE) market is projected to reach $184 billion by 2030, driven by 4.6% CAGR for equipment and 4.8% for services, with the 'Big Five' (ASML, Applied Materials, etc.) holding 70% market share in 2024;

➁ China accounts for 40% of global chipmaker demand but only 5% of WFE manufacturing, facing challenges in subsystem bottlenecks and geopolitical constraints despite strong state support for self-sufficiency;

➂ Patterning dominates WFE segments (26% share), while wafer bonding shows the highest growth (>10% CAGR) due to 3D integration and advanced packaging demands.

➀ China's Cyberspace Administration questioned Nvidia's H20 GPU over potential data security risks and hidden tracking functions linked to U.S. legislative proposals.

➁ The H20 is a modified export-compliant GPU for China, lacking tracking features, yet concerns may stem from efforts to boost domestic AI chip adoption (e.g., Cambricon, Huawei).

➂ Analysts view the scrutiny as symbolic, unlikely to escalate to a ban, as China still relies heavily on Nvidia's CUDA software ecosystem.

➀ In 2025, 45% of ICE cars and 39% of EVs in China were priced under $25,000, with high-end models ($50k+) showing similar price parity;

➁ Europe and the U.S. had minimal affordable EV options (3% under $25k in Europe, none in the U.S.), while Chinese EVs accounted for 8% of EU production;

➂ Strict U.S. laws effectively barred Chinese EV imports and domestic manufacturing.

➀ Yole Group predicts China will dominate global semiconductor foundry capacity by 2030, reaching 30% share despite US sanctions;

➁ China's wafer production surged to 8.85M/month in 2024, with 18 new fabs like Huahong Semiconductor driving growth;

➂ The US relies heavily on imports (57% demand vs. 10% production), but ongoing TSMC/Intel projects and tech export controls add uncertainty to China's advanced chip ambitions.