➀ Broadcom's deal with ByteDance for a custom AI accelerator chip has been canceled.
➁ The cancellation is due to tightened US semiconductor restrictions on China.
➂ Broadcom could face losses of $2B to $3B from the TikTok ban.
Recent #China news in the semiconductor industry
➀ Applied Materials reported lower-than-expected QTR guidance due to China market share loss.
➁ AMAT attributed the weakness to China export restrictions but analysts believe share loss is also a factor.
➂ Domestic Chinese semiconductor equipment makers are gaining market share, potentially reducing AMAT's sales.
➀ China is rapidly integrating DeepSeek AI across key industries, including PCs, robotics, and EVs.
➁ Lenovo is one of the first Chinese firms to incorporate the technology into its Xiaotian AI assistant.
➂ UBTech is reported to be implementing DeepSeek's AI robots into its humanoid robots.
➀ The Trump administration is considering imposing more sanctions on NVIDIA AI chip exports to China.
➁ NVIDIA's H20 AI GPU is being targeted, which is designed to comply with US export restrictions.
➂ NVIDIA is open to working with the administration on this issue.
➀ DeepSeek, a Chinese AI lab, reportedly has access to tens of thousands of NVIDIA H100 AI GPUs despite U.S. export restrictions.
➁ The DeepSeek R1 model competes with leading AI models like OpenAI's o1 and Meta's Llama.
➂ DeepSeek focuses on software-driven optimization and open-source collaboration to advance AI technology.
➀ Nextin is establishing a subsidiary in Wuxi, China; ➁ The subsidiary will begin producing fab equipment in October; ➂ The operation was initially planned as a joint venture with another South Korean company, but Nextin decided to proceed independently; ➃ There were concerns about the US-China trade dispute.
➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
➀ Semicon Japan exhibit high attendance but a muted tone due to concerns over spending; ➁ Rapidus, a Japanese government-backed semiconductor plan, is seen as a fantasy; ➂ Analysts are adjusting their 2025 WFE outlook due to slowing demand; ➃ Chip equipment companies are lobbying for China sales, raising questions about hypocrisy; ➄ Stock market instability and uncertainty about the new administration's semiconductor policies.
➀ AMAT's Qtr performance meets expectations but outlook is weak; ➁ AI strength can't offset market weakness; ➂ Regulatory and China risks add uncertainty.
➀ Concerns over the impact of the U.S. presidential election and the ongoing chip war between China and the U.S. are likely to decrease China's semiconductor equipment spending to below USD 40 billion in 2025. ➁ The tension is expected to affect the global semiconductor supply chain. ➃ The situation highlights the importance of domestic semiconductor manufacturing capabilities.
➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter
➀ Samsung is reportedly reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.
➀ TSMC is reportedly set to halt 7nm and below chip shipments to Chinese AI firms next week; ➁ This follows previous controversies involving the supply of 7nm chips to Huawei through proxies; ➂ The move is likely a response to recent trade tensions and geopolitical issues.
➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.
➀ China's display industry is experiencing rapid expansion in production capacity; ➁ The expansion has raised national security concerns in the U.S.; ➂ The U.S. may impose sanctions on China's display industry due to these concerns.
➀ China's manufacturing Purchasing Managers' Index (PMI) has rebounded into expansion territory, marking the first expansion in nearly six months; ➁ This comes after a five-month contraction phase; ➂ The data was released by the National Bureau of Statistics, indicating a positive trend in the country's manufacturing sector.
➀ Apple reported a 6% revenue growth in the fourth quarter of fiscal year 2024; ➁ Strong demand for iPhone 16 mitigates the decline in sales in China; ➂ The report highlights the mixed performance of Apple's global market.
➀ The Nuclear Safety and Environmental Engineering Technology Institute at the China National Nuclear Corporation (CNNC) has achieved a significant milestone by successfully mass-producing a new chip. ➁ This breakthrough represents a major advancement in China's semiconductor industry. ➂ The new chip is set to enhance the nation's technological capabilities and competitiveness in the global market.
➀ The demand for high-performance, reliable storage products is growing with the rise of AI applications; ➁ This trend is attracting unprecedented attention to Chinese enterprise SSD manufacturers; ➂ The competition revolves around factors such as performance, reliability, and innovation.
➀ The White House has instructed the Pentagon to accelerate the use of AI to counter the competition from China; ➁ This move is in response to the increasing pressure to speed up AI development; ➂ The strategy aims to leverage the power of AI for national security and technological advancement.
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