Recent #China news in the semiconductor industry

about 1 year ago

➀ A government-backed think tank in China recommends data centers to use Nvidia's A100 and H100 high-performance computing units.

➁ The recommendation comes with a warning of high costs involved in shifting to domestic solutions.

➂ Despite US sanctions and restrictions on Nvidia's advanced GPUs, China's domestic GPU start-ups have made progress in both hardware and software.

ChinaData CentersNVIDIA
about 1 year ago
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.
BankingChinaD-WaveEncryptionMilitarycybersecurityquantum computing
about 1 year ago
➀ Macron warns that if the EU continues with its traditional agenda, it may be left behind by the market and could collapse; ➁ The EU's problem is not just short-term economic difficulties but a lack of advanced productivity; ➂ The EU has been struggling to keep up with technological advancements in new energy and renewable energy sectors, with China taking the lead; ➃ China's automotive industry is gaining ground in Europe, raising concerns among EU policymakers.
Automotive IndustryChinaEUtechnology
about 1 year ago
➀ China's Ministry of Industry and Information Technology announced two domestically-made lithography systems; ➁ The systems include a KrF scanner for 130nm ICs and an ArF scanner for 65nm chips; ➂ China's technology is catching up with Canon, Nikon, and ASML, though still behind in EUV; ➃ Nikon's history of lithography development showcases the rapid progress in the field; ➄ ASML dominates the high-end market with EUV technology, while Nikon and Canon focus on DUV systems; ➅ SMEE is China's leading producer of IC lithography equipment; ➆ The US sanctions on ArF immersion systems push China to accelerate development.
Chinasemiconductor
about 1 year ago
➀ 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.
AI ChipsChinaNVIDIAsemiconductor industry
about 1 year ago
➀ China has over 3,500 smartphone-related enterprises, with Guangdong, Shandong, and Hunan leading in numbers; ➁ The industry shows rapid growth with smartphone production exceeding 560 million units in the first half of 2024; ➂ The article highlights the importance of Shenzhen and Dongguan as major smartphone production hubs, with OPPO and vivo's parent company BBK leading the way; ➃ The article also discusses the shift of Chinese electronics manufacturing to Vietnam, with a focus on semiconductor industry development.
ChinaShenzhenSmartphone IndustryVietnamsemiconductor industry
about 1 year ago
➀ Electronics production in developed countries is showing slow growth or decline in 2024; ➁ Taiwan and South Korea have seen strong growth, driven by AI servers and smartphones; ➂ Vietnam and India are experiencing significant production growth, with Vietnam benefiting from Samsung's investment and India from multinational manufacturing; ➃ China remains dominant but growth has slowed as companies shift manufacturing overseas.
AppleChinaGrowthIndiaLenovoProductionSouth KoreaTaiwanVietnamdeclineelectronics
about 1 year ago
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.
AI ChipAMDArmAsusBEVBYDChinaCoolingDellEDAEMIBEUVEVGDDRGaNGeely-VolvoGross MarginHPCHybridInfineonLaptopLinuxMarket ShareMicrochipNVIDIAPCIePrivacyRaspberry PiSAICSoftwareSwitchTITeslaVolkswagenautomotivecybersecurityelectric vehiclesgamingiosmemorymonitorsemiconductor
about 1 year ago
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%.
ChinaSMICsemiconductor
about 1 year ago
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.
ChinaUSAsalessemiconductor