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reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.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.

➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.

➀ ASML, the Dutch chip equipment manufacturer, has announced a reduction in its 2025 order forecast, causing a significant drop in its share price. ➁ The CEO of ASML suggests that despite U.S. export restrictions, China may still be capable of producing 5nm and 3nm chips. ➂ The situation reflects the ongoing competition and technological advancements in the semiconductor industry.

➀ Chinese researchers have successfully executed the first quantum attack on widely used encryption algorithms using a D-Wave quantum computer, posing a significant threat to military and banking sectors. ➁ The attack targets SPN algorithms, which are considered crucial for digital security. ➂ The researchers warn that the future of encryption is at stake, and traditional encryption methods may soon become obsolete.

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➀ Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China; ➁ The move comes as the US imposes trade restrictions on AI hardware, making it challenging for Chinese tech giants to source NVIDIA chips; ➂ Huawei aims to compete with NVIDIA in the AI chip market with its new chip.

➀ The FBI's pursuit of a China-based botnet led to the operators 'burning down' their network; ➁ The botnet, operated by 'Integrity Technology Group', was used to gather intelligence on critical US infrastructure; ➂ The botnet operators attempted to launch a DDoS attack on the FBI but failed.

1. The chip industry faces significant challenges due to potential China restrictions and Trump's pressure on Taiwan. 2. US plans to further restrict sales of chip equipment to China, targeting mainly non-US companies like ASML and Tokyo Electron. 3. The potential loss of China market could severely impact US semiconductor equipment companies' profitability.

1. NVIDIA plans to release the GeForce RTX 5090D in January 2025, tailored for the Chinese market due to U.S. export restrictions on high-performance GPUs. 2. The RTX 5090D is expected to be a powerhouse for PC gaming but with limited AI capabilities. 3. There is speculation about a global launch of the GeForce RTX 50 Series in January 2025, including the RTX 5090 and RTX 5080.

1. China's automotive industry is the largest in the world by unit production and is expanding globally. 2. Chinese research in ADAS and autonomy is accelerating rapidly, driven by tariffs/embargos. 3. Active R&D includes AR HUD, driver monitoring systems, and ADAS testing. 4. Challenges include low enthusiasm for AI features, weak linkage between hardware and software teams, and regulatory concerns.

➀ The CEOs of Europe's top three chip companies discussed the challenges of doing business in China under US restrictions at the Electronica Forum. Jean-Marc Cheri, CEO of ST, highlighted the importance of China as a 30% revenue contributor and the need for stability in the supply chain. Kurt Sievers, CEO of NXP, emphasized that no country's chip industry could be independent or dominant, and warned about the potential increase in costs due to supply chain fragmentation. Jochen Hanebeck, CEO of Infineon, cautioned about the fragmentation on the supply side and the potential impact of tariffs.

➀ TSMC, the world's leading contract chipmaker, announced a suspension of production for advanced AI chips for Chinese customers; ➁ The suspension is in response to a U.S. Department of Commerce directive; ➂ The directive is pending an investigation into potential violations.