2024-04-12
Wall Street Journal
10 related
Sources: earlier in 2024, China told its largest telecom carriers to phase out foreign chips from their networking equipment by 2027, in a blow to Intel and AMD
Beijing's move is the latest installment in a U.S.-China technology war that is splintering the global chip industry
2024-01-15
Bloomberg
China's chip imports fell 15.4% YoY to $349.4B in 2023, the sharpest fall on record and down for a second straight year; shipment volume also declined by 10.8%
- Tepid demand also prolonging global chip industry doldrums — Washington is restricting Chinese firms' access to AI chips
2023-11-01
Wall Street Journal
Intel, TSMC, and Samsung executives say the global chip industry is bottoming out; IBS projects chip market revenue to fall ~12% in 2023 and grow 11%+ in 2024
Wall Street Journal :
2023-04-27
Bloomberg
A profile of ASML, the most valuable tech company in Europe, as the US-China chip war escalates; ASML's next apartment-sized machine ships in 2025 for $380M+
In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Tweets: @cagankoc , @tw_seal , @deutschjill , and @thestalwart Tweets: Cagan...
2023-02-09
South China Morning Post
SMIC reports Q4 revenue up 2.6% YoY to $1.6B, net profit down 26% YoY to $425.5M; 2022 revenue grew 34% YoY to $7.27B and it expects Q1 revenue to fall by 12%
Che Pan / South China Morning Post : Tweets: @pstasiatech Tweets: Paul Triolo / @pstasiatech : China's biggest foundry SMIC sees profits fall by one-fourth on waning demand for electronic gadgets SMI...
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