How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
How the US is trying to transform the world's chip supply chain, including getting more countries to set up factories to do final chip assembly and packaging
New York Times :
Study finds that China produced almost 50% of the world's top AI researchers, compared to ~18% from the US, thanks to China's heavy investment in AI education
China has produced a huge number of top A.I. engineers in recent years. New research shows that, by some measures, it has already eclipsed the United States.
How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027
India is making a play for the semiconductor space—but fallout from U.S.-China tensions and China's deep pockets could get in the way X: @wsjheard , @meghamandavia , @wsj , and @al...
Chipmakers find it harder to operate in China but say that doing business there is key to their survival, as the country accounts for roughly a third of sales
Chipmakers find it harder to operate in China but say that doing business there is key to their survival, as the country accounts for roughly a third of sales
Chipmakers are finding it increasingly hard to operate in China but say doing business in the country is still key to their survival.
TSMC chairman Mark Liu on US-China tensions, the push for semiconductor localization in the US, which he says will not improve supply chain resilience, and more
On the northwest coast of Taiwan, nestled between mudflats teeming with fiddler crabs and sweet-scented persimmon orchards … Tweets: @realnickhendo , @johnhering , @trengriffin , @...
After decades of the West dominating tech standards, China is trying to rewrite the norms and rules underpinning cutting-edge tech from 5G to AI
Wall Street Journal : Tweets: @andreaslandwehr , @reconasia , @mporielly , @marshablackburn , and @ali_wyne Tweets: Andreas Landwehr / @andreaslandwehr : “Dominance of technical s...