1. The US updated export control rules to restrict China's access to advanced semiconductor technologies like GAAFET; 2. The move aims to limit China's progress in AI and supercomputing by targeting cutting-edge chip production; 3. The restrictions reflect escalating tech competition and may impact global semiconductor supply chains and bilateral relations.
Recent #US-China Tech Competition news in the semiconductor industry
1. TSMC's Arizona chip factory faces delays until 2027 due to workforce and permitting challenges; 2. The U.S. struggles to attract semiconductor manufacturing despite CHIPS Act incentives, facing competition from Asian supply chains; 3. Delays highlight broader issues in U.S. industrial policy and tech self-sufficiency goals.
➀ LGES, once boasting about surpassing CATL, has fallen behind BYD in market share. ➁ The US Inflation Reduction Act (IRA) has complicated Korean battery manufacturers' expansion in the US due to stringent local content requirements. ➂ The shift towards LFP batteries in the global market poses a significant challenge to Korean battery makers who have heavily invested in NCM technology.