Window on China

"Window on China" Highlights

Red Chart Line IconChina new fabs to join competition for foundry orders in late 2018 (Digitimes, August 14th, 2018)China Stock IconChina's top chipmaker downplays threat to supply chain from trade war (Nikkei Asian Review, August 11, 2018)

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New! SEMI China Semiconductor Packaging Market Outlook Report, 2018 Edition

 

 

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China Chip

Samsung is one of the worst-performing major tech stocks this year with $39 billion wiped off its shares (CNBC, August 13th, 2018)

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Samsung commits $160bn to meet threat from China (Financial Times, August 10, 2018)

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UBS: These are the companies most at risk from President Trump's trade war (Business Insider, August 11th, 2018)

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Better Late Than Never, US-China Hit Each Other with $16 Billion Tariff ( Forbes, August 8th, 2018)

More Industry News

US-China trade tariffs cast shadow over cloud computing boom (Financial Times, August 7th, 2018)

Haicang District taking off in bid to become China chip hub (Digitimes, August 7th, 2018)

Taiwan ODMs considering moving production back from China (Digitimes, August 7th, 2018)

China Pursues US Semiconductor Technology on Multiple Fronts (Global Trade, August 5th, 2018)

Virus shuts down factories of major iPhone component manufacturer TSMC (TechCrunch, August 4th, 2018)

German Toughens Stance and Blocks China Deal (Bloomberg, August 1st, 2018)

Korea to invest in next-generation chips to stay ahead of China (The Korea Herald, July 30, 2018)

SEMI objects to China tariffs (Electronics Weekly, July 30, 2018)

China tariff plan slammed by chemical industry (Chemical & Engineering News, July 28, 2018)

Germany Steps Up Efforts to Rebuff China's Swoop for Assets (Bloomberg, July 27, 2018)

China says it is still open to talks on the scrapped Qualcomm-NXP takeover deal (CNBC, July 27, 2018)

China's Unigropu buys French chipmaker Linxens for $2.6bn (Financial Times, July 25, 2018)

German Spy Chief Says China's Tech Takeovers are a Security Risk (Bloomberg, July 24, 2018)

China Industry Fights Next Round of China Tariffs (EETimes, July 24, 2018)

China Urges Cooperation in Semiconductor Chips Production (Pandaily , July 24, 2018

Qualcomm Faces Demise of NXP Deal as US-China Trade Fight Rumbles On (The Wall Street Journal, July 23, 2018)

China still depends on foreign semiconductors, warns government tech minister (China Economic Review, July 20, 2018)

What will chip makers say about the trade war? (July 17, 2018)

Chips stocks dive on trade war fears as the industry gets a majority of its revenue from China (CNBC, June 19, 2018)

What do you need to know about Trump's new trade threat (CNN Money, June 19, 2018)

China seeks semiconductor security in wake of ZTE ban (Financial Times, June 18, 2018)

Chip Industry Holds Its Breath as Trade War Heats Up (EETimes, June 18, 2018)

American businesses brace for pain from trade fight with China (CNN Money, June 16, 2018)

How Trump"s China Tariffs Will Make U.S. Chipmakers Fay Fees on Their Own Chips (Fortune, June 15, 2018)

Semiconductor Equipment Record Spending Streak to Continue Through 2019 (Global News Wire June 12, 2018)

ZTE's near-collapse shows real limits of Chinese reach (The Economic Times, June 12, 2018)

US Tech Companies return to Taiwan as China Ties Sour (Nikkei Asian Review, June 12, 2018)

Japanese Manufactures Turn Back to China (Nikkei Asian Review, June 12, 2018)

Arm Divests Majority Stake in Chinese Operations for $775 Million (Electronic Design, June 11, 2018)

Trade Tensions Drive Chinese Auto Investors from US to Europe (The Economic Times, June 11, 2018)

If You Want to Cut the China Trade Gap, Invest in America (Bloomberg, June 5, 2018)

China Gets Hands on Chip Technology in SoftBank Deal (The Wall Street Journal, June 5, 2018)

TSMC Head Warns of Industry Risks from U.S, China Trade Spat (U.S. News, June 5, 2018)

U.S. Tariffs Put China's Economy to a New Test (Stratfor, June 5, 2018)

S. Korean Industry Minister Holds Investor Roundtable in China, (Yonhap News, June 5, 2018)

China Holds Other Cards to Fight Tariffs in a Trade War (Barron's, June 1, 2018)

Tencent Calls US Ban on ZTE a 'wake-up call' as it pledges to advance China's Semiconductor Industry (First Post, May 28, 2018)

The World's Biggest Ever Semiconductor Merger Maybe Back on Track, Thanks to a china Thaw  (Fortune, May 28, 2018)

U.S. Moves to Finalize Tariffs, Investment Restrictions on China (WSJ, May 29, 2018)

China is Buying up Critical Technologies from Europe, Outside American Scrutiny (The Epoch Times, May 27, 2018)

China IC Industry Output value increases 21% in 1Q18 (DIGITIMES, May 24, 2018)

China adds domestic chip makers to government buy list amid ZTE tussle  (South China Morning Post, May 24, 2018)

These Are the Big Stock Winners from the Trump-China Trade Truce (Investor's Business Daily, May 21, 2018)

Why US Semiconductor Stocks Are Poised to Rally (Investopedia, May 21, 2018)

Latest AI Chips a Startup Success Story  (China.org,cn, May 22, 2018)

Foreign firms may be invited to join 'Made in China 2025' scheme (South China Morning Post, May 19, 2018)

SEMI opposes trade tariffs against China, cites damaging impact to the chip industry in US government testimony (Solid State Technology, May 18, 2018)

China Leads The US in Patent Applications for Blockchain and Artificial Intelligence (Forbes, May 17, 2018)

Impact of Qualcomm and ZTE Cases on US-China Trade War (The Diplomat, May 15, 2018)

Chinese chipmaker takes on TSMC and Intel with the cutting-edge tool (Nikkei Asian Review, May 15, 2018)

Cramer: U.S./Chinese Trade Thaw Could Mean "Game On" for Semiconductor M&A (The Wall Street Journal, May 14, 2018)

Integration with global ecosystem key to the growth of China's semiconductor industry Fund (Solid State Technology, May 10, 2018)

SMIC 1Q18 revenues miss guidance (DigiTimes, May 10, 2018)

Foxconn 'eyes semiconductor field (ECNS, May 8, 2018)

US-China Tech Wars Threaten Global Sector Disruption (Financial Times, May 8, 2018)

China Jan-April Chip Imports Surge Amid Sino-U.S. Trade Tensions (May 7, 2018)

China Plans $47 Billion Fund to Boost Its Semiconductor Industry (The Wall Street Journal, May 6, 2018)

SMIC Participates in China Government-led IC Investment Fund (May 4, 2018)

US-China Trade Talks Center on Rivalry Over Technology (The Washington Post, May 3, 2018)

Why can't China Make Decent Semiconductors? (Bloomberg, April 29, 2018)

SEMI Reports 2017 Global Semiconductor Materials Sales of $46.9B (Solid State Technology, April 24, 2018)

IC Tester KYEC Expanding Capacity to Meet Robust Demand (Digitimes, April 24, 2018)

Chinese Tech Companies Spooked About Becoming "Next ZTE" (Nikkei Asian Review, April 23, 2018)

US Semiconductor Makers Dwarf Chinese Peers in Market Valuation as China's Chip Dream Remains Distant (South China Morning Post, April 23, 2018)

Alibaba Buys Chip Maker C-SKY Microsystems As China Seeks Semiconductor Self Reliance (China Money Network, April 20, 2018)

China Pushes for More Qualcomm Concessions Amid Trump Trade Spat (April 18, 2018)

SEMI Reports 2017 Global Semiconductor Equipment Sales of $56.6 Billion (CTimes, April 9, 2018)

AP Explains: US targets heart of China's economic blueprint (Yahoo! Finance, April 9, 2018)

US-China trade war seen hitting South Korea hard (Nikkei Asian Review, April 10, 2018)

Semiconductor Stocks Suffer as China Trade Spat Heats Up (TheStreet, April 6, 2018)

China politics threaten Qualcomm's NXP deal (April 6, 2018)

The US Announces Tariffs on $50Billion of China Imports (The Wall Street Journal, April 3, 2018)

China's PM makes open market vows (Khaleej Times Economy, April 3, 2018)

Looming China Trade Action Divides Industry and Roils Markets (The New York Times, April 2, 2018)

Semiconductors: China Goes Its Own Way (ETT Asia, April 3, 2018)

 

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New Records in Fab Equipment Spending
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Gain deep and real insights into the latest
developments in China's IC Industry value chain
(Published October 13, 2017)