➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.

➀ China's semiconductor industry is on the mend, emerging from a downturn; ➁ Over 30 projects are underway, covering various stages from signing to production; ➂ The projects include a wide range of areas such as EDA.

➀ Chinese scientists have successfully used Starlink satellite signals to detect a stealth target; ➁ The method relies on analyzing electromagnetic signals from a Starlink satellite; ➂ This new technology shows potential for detecting drones and stealth aircraft.

➀ AMD has concealed Taiwan branding on Ryzen CPU packaging ahead of China market launch; ➁ The company has used a black sticker to erase origin information; ➂ This follows a history of China's prohibition on mentioning Taiwan on product packaging.

➀ SMIC has reduced its capital expenditure from $12 billion to $8 billion in the first half of 2024. ➁ The company's spending on buildings and facilities has dropped significantly, as has its investment in machinery and equipment. ➂ SMIC's R&D expenditure as a percentage of revenue has also decreased, from 11.4% to 10.1%.

➀ For the first time in over five years, US semiconductor sales surpassed those of China in July, with $15.4 billion versus $15.2 billion. ➁ Global chip sales reached $51.3 billion in July, an 18.7% increase from July 2003 and a 2.7% rise from June 2024. ➂ The Americas experienced a 40.1% year-to-year sales increase, while sales in Japan and Europe declined by 0.8% and 12.0% respectively.

➀ XCT, once valued at $2.1B, is facing financial collapse and potential closure. ➁ Shareholders are suing the founder for failing to secure promised funding. ➂ The company's bank account has been frozen, hindering operational funds.

➀ Taiwan accuses several Chinese semiconductor companies of illegally recruiting its engineers and stealing proprietary technologies. ➁ A recent investigation identified eight Chinese firms, including Naura Technology, as violators of Taiwanese law. ➂ Naura has denied any wrongdoing, stating that its operations in Taiwan comply with all local laws and regulations.

➀ The Dutch government plans to restrict ASML's servicing of advanced wafer fab equipment in China; ➁ This move could significantly impact China's semiconductor industry; ➂ The restriction may affect SMIC, China's leading chipmaker.

➀ China spent $25 billion on semiconductor manufacturing equipment in H1, more than Korea, Taiwan, and the U.S. combined. ➁ China was the only country to increase spending on chip equipment in H1. ➂ Most of the equipment China buys is for older processes, suggesting it may be stock-piled rather than installed.

➀ IBM has decided to close its China R&D department, affecting over 1000 employees who face the choice of leaving or relocating to Bangalore, India. ➁ The decision is part of a broader trend of American tech companies scaling back their operations in China. ➂ The move is speculated to be influenced by the Indian CEO's management style and the Chinese government's 'de-Americanization' policy, which has led to a 19.6% decline in IBM's revenue in China.

➀ India is projected to have two semiconductor wafer fabs by 2030, but emphasis should also be placed on fostering semiconductor product companies. ➁ The semiconductor industry has seen significant changes, including increased AI integration and geopolitical fragmentation. ➂ There is a potential for oversupply in some semiconductor sectors due to new fab constructions, while others remain in shortage.

➀ Researchers at the Chinese Dalian Institute of Chemical Physics have developed air-stable organic redox compounds for aqueous flow batteries using naphthalene derivatives with active hydroxyls and dimethylamine scaffolds. ➁ These materials demonstrated stability through 850 cycles at 50Ah/litre and could operate smoothly for approximately 600 cycles under continuous air flow. ➂ The synthesis method is scalable, with pilot-scale battery stacks achieving remarkable cycling stability over 270 cycles with high capacity retention.

➀ China's export controls on germanium and gallium have caused their prices in Europe to nearly double over the past year. ➁ China is the dominant producer of both materials, accounting for 98% of the world's gallium and 60% of germanium. ➂ The restrictions are expected to encourage more recycling, exploration of alternatives, and increased mining operations.

➀ China's export restrictions on germanium and gallium have led to a significant price surge. ➁ The controls have impacted global supply chains and raised concerns about future shortages. ➂ The restrictions also extend to other materials like antimony, adding complexity to the market.

➀ IBM announced the closure of its China-based R&D facilities, affecting over 1,000 employees. ➁ The decision was attributed to the declining infrastructure business, not geopolitical tensions. ➂ The closure reflects IBM's decreasing revenue in China despite global growth.

➀ The success of Black Myth: Wukong highlights the growing influence of Chinese gaming culture on the global stage. ➁ It showcases China's ability to produce high-quality, culturally rich games that resonate with both domestic and international audiences. ➂ The game's popularity could potentially shift the balance of power in the gaming industry, with more focus on Chinese developers and their unique storytelling and gameplay styles.

➀ Chinese scientists from Peking University have developed the industry's first tensor processing unit (TPU) using carbon nanotube transistors. ➁ The TPU features a 99.9999% semiconductor purity and can achieve up to 88% accuracy in MNIST image recognition while consuming only 295 µW of power. ➂ The researchers believe there is potential for further improvement by fine-tuning the alignment of GAA FETs and increasing the processing unit's bit capacity.

➀ IBM has reportedly closed access to internal networks for its China R&D and testing staff, affecting over a thousand employees. ➁ The move comes without prior notice, and employees have been removed from communication groups and VPN access. ➂ The company has scheduled meetings with affected employees, suggesting potential layoffs and the possible closure of the CDL and CSL departments.

➀ A new Sino-Korean semiconductor fund, with a total scale of 1 billion yuan, aims to attract leading Korean semiconductor companies to invest in Wuxi. ➁ Nextin and Gigalane, both semiconductor equipment companies, have successfully established operations in Wuxi. ➂ Despite U.S. pressure to restrict chip exports to China, Korean semiconductor exports to China continue to grow, with significant increases in revenue for companies like Samsung and SK Hynix.