Window on China

Chinese chip trade group opposes export controls from U.S., Netherlands, Japan (Reuters; Feb 15, 2023)

Samsung, SK Hynix aggressively lobbying for waiver from US chip rules on China (DigiTimes Asia; Feb 14, 2023)

Tsinghua Unigroup rumored to take over GlobalFoundries' wafer fab in Chengdu, China (DigiTimes Asia; Feb 14, 2023)

Arm China lays off staff amid chip war and licensing concerns (The Register; Feb 13, 2023)

US chip packaging firm Amkor closes its Shanghai plant for a week amid global market downturn (South China Morning Post; Feb 10, 2023)

Tech war: US-India tech deal could speed up global supply chain realignment, hurting China (South China Morning Post; Feb 7, 2023)

Why Chinese AI and semiconductors could fall decades behind under US chip ban ‘blitz’ (South China Morning Post; Feb 5, 2023)

China walks US chip sanctions through backdoors, buys used banned devices (Tech Today News; Feb 3, 2023)

U.S. Ban on Huawei Seen Widening China Chip War (EE Times; Feb 3, 2023)

EU looks to US with goal of depriving China of most advanced technologies (The Irish Times; Feb 2, 2023)

South Korea chip sales to China almost halve in January under US pressure (Global Times; Feb 2, 2023)

US investors have plowed billions into China's AI sector, report shows (Channel News Asia; Feb 2, 2023)

China urged to ensure ‘predictable’ policies as regional economic engines unveil pro-investment measures to kick-start economy (South China Morning Post; Jan 31, 2023)

China 'seriously concerned' about report US has halted approvals of exports to Huawei (Channel News Asia; Jan 31, 2023)

China lobbies Dutch to defend trade after chip curbs (The Post Star; Jan 31, 2023)

Dutch, Japanese join US limits on chip tech to China (Associated Press; Jan 30, 2023)

Top Chinese memory chip maker YMTC said to be laying off 10 per cent of workforce after US sanctions (South China Morning Post; Jan 30, 2023)

China accuses Washington of abusing export controls (Associated Press; Jan 30, 2023)

US chip ban to spur China's tech breakthroughs: experts (Global Times; Jan 29, 2023)

Sanctions move China to replace chips supply chain (Asia Times; Jan 27, 2023)

China sure to hit back over chip controls, Japan lawmaker says (Bloomberg; Jan 27, 2023)

ASML Says Chip Controls Will Push China to Create Own Technology (Yahoo Finance; Jan 25, 2023)

US-China tech war: Japan, Netherlands poised to join Biden’s chip crackdown on Beijing (South China Morning Post; Jan 23, 2023)

Dutch defence ministry advised against ASML exports to China in 2020 (NewsBreak; Jan 20, 2023)

US Poised For Dutch, Japanese Help on China Chip Crackdown (Bloomberg; Jan 19, 2023)

US keeps chipping away at Dutch resistance on China (New York Folk, Jan 19, 2023)

Biden, Kishida held 'very productive' talks on China export controls (ChannelNewsAsia; Jan 18, 2023)

Davos latest: Chinese recovery prompts mix of optimism, caution (The Business Standard; Jan 18, 2023)

Dutch tech industry urges EU to take a stand on China chip exports (Reuters; Jan 17, 2023)

The greatest challenge facing China’s chip drive? It’s neither funding nor talent, but resource allocation (South China Morning Post; Jan 16, 2023)

China’s chip imports plunge in 2022 amid zero-Covid supply chain disruption and US trade restrictions on the sector (South China Morning Post; Jan 13, 2023)

Tech war: China’s Jiangsu province offers US$74 million a year to bolster vital semiconductor industry to counter US sanctions blow (South China Morning Post; Jan 12, 2023)

Shanghai targets 5.5 per cent consumption-led GDP growth for 2023 as it looks to recover ground lost to Covid lockdown (South China Morning Post; Jan 11, 2023)

India, Vietnam to gain from supply chain shifts away from China in 2023, survey finds (South China Morning Post; Jan 10, 2023)

US pressures Asian allies to join crusade against Chinese chipmakers (The Register; Jan 9, 2023)

Japan Bets Big on Bringing Semiconductor Manufacturing Home (Foreign Policy; Jan 9 2023)

Revealed: Cambridge chip startup Flusso acquired by Chinese firm (UK Tech News; Jan 6, 2023)

Tech war: Taipei requests to join hearing over Beijing’s complaint against US chip controls at World Trade Organization (South China Morning Post; Jan 6, 2023)

China’s giant chip ambitions fall prey to Covid turmoil (ET Auto; Jan 6, 2023)

US computer giant Dell to replace all China-made chips in its products by 2024 amid tensions between Beijing and Washington (South China Morning Post; Jan 5, 2023)

US-China partnership in key IT equipment joint venture draws to end after two decades, as Hewlett Packard walks away (South China Morning Post; Jan 4, 2023)

China ramps down semiconductor chip war with US (Washington Examiner; Jan 4, 2023)

U.S. Sanctions Are A Catalyst For China's New Semiconductor Fab Expansion (Seeking Alpha; Jan 3, 2023)

Tech war: China to revamp chip strategy under US pressure, but US$143 billion support package is not on the cards (South China Morning Post; Dec 30, 2022)

China Launches WTO Dispute Over US Chip Export Controls (Voice of America; Jan 30, 2022)

Why Europe Struggles With US Export Controls on China (The Diplomat; Dec 27, 2022)
https://thediplomat.com/2022/12/why-europe-struggles-with-us-export-controls-on-china/

US puts 3 dozen more Chinese companies on trade blacklist (Associated Press; Dec 16, 2022)

Tech war: Washington takes another swipe at China’s tech ambitions by adding key chip and AI firms to trade blacklist (South China Morning Post; Dec 16, 2022)

China's massive older chip tech build up raises US concern (Channel News Asia; Dec 14, 2022)

Exclusive: China readying $143 billion package for its chip firms in face of U.S. curbs (Reuters; Dec 13, 2022)

China brings WTO case against U.S. and its sweeping chip export curbs as tech tensions escalate (CNBC; Dec 13, 2022)

India and Vietnam could benefit as chipmakers shift away from China (CNBC; Dec 12, 2022)

Japan, Netherlands to join U.S. in China chip curbs - Bloomberg News (Reuters; Dec 12, 2022)

China Tries to Push Back on US Chip Sanctions With WTO Case (Bloomberg News; Dec 12, 2022)

Tech war: China’s embattled semiconductor sector sees first signs of relief from US sanctions (South China Morning Post; Dec 7, 2022)

China’s chip imports record steepest drop this year amid manufacturing disruptions, tech war with US, economic headwinds (South China Morning Post; Dec 7, 2022)

Taiwanese Chip Giant Builds a Hedge Against China (The New York Times; Dec 6, 2022)

Semiconductor opportunities moving to India from China, Taiwan: Intel exec (Silicon India; Dec 6, 2022)

A globally critical chip firm is driving a wedge between the U.S. and Netherlands over China tech policy (CNBC; Dec 4, 2022)

Taiwan’s lead in advanced chips will speed up computers, phones while turning heads in China (South China Morning Post; Dec 3, 2022)

Tech war: fresh funding pipeline enables China’s sanctions-hit semiconductor industry to cope with latest US trade restrictions (South China Morning Post; Nov 27, 2022)

US tech curbs are making China pull its talent back home, push for self-reliance (The Print; Nov 25, 2022)

Tech war: US, Taiwan, Japan gallop ahead in advanced semiconductors while China remains stuck at mature-node chips (South China Morning Post; Nov 22, 2022)

U.S. export restrictions of powerful chips to China hurt now, but should prove bullish long term (CNBC; Nov 21, 2022)

East Asia chipmakers see high-tech decoupling with China inevitable (Kyodo News; Nov 20, 2022)

How the U.S.-Chinese Technology War Is Changing the World (Foreign Policy; Nov 19, 2022)

Tech war: China’s chip talent pool will lag far behind the 789,000 people needed by 2024, report says (South China Morning Post; Nov 18, 2022)

China’s semiconductor output posts biggest ever monthly decline in October amid weak demand, fresh US tech export controls (South China Morning Post; Nov 15, 2022)

South Korea caught in the middle of US-China chip war, but American export control requests unlikely (South China Morning Post; Nov 14, 2022)

China’s chip executives brace for winter as US sanctions push country’s semiconductor industry to the brink of desperation (South China Morning Post; Nov 12, 2022)

China’s top chip maker SMIC warns on negative impact from US export controls after posting flat third-quarter revenue (South China Morning Post; Nov 10, 2022)

China Top Chipmaker Misses Earnings Estimates as Sanctions Bite (Yahoo! Finance; Nov 10, 2022)

Germany blocks Chinese-owned firm's chip factory deal (Associated Press; Nov 9, 2022)

China conflicts prompt chip manufacturing battles in Europe (The Register; Nov 8, 2022)

Tech war: China to host world forum on semiconductors in the shadow of Covid-19 controls, latest US hi-tech export restrictions (South China Morning Post; Nov 8, 2022)

Germany likely to block Chinese takeover of Elmos' chip production (Channel News Asia; Nov 8, 2022)

Taiwan’s exports to Chinese mainland, Hong Kong fall 9.2 per cent in October amid weak demand (South China Morning Post; Nov 8, 2022)

Exclusive: Nvidia offers new advanced chip for China that meets U.S. export controls (Reuters; Nov 7, 2022)

US to Japan: We'll help you make chips. Now about that China ban... (The Register; Nov 7, 2022)

China’s second-largest chipmaker poised for $2.5 billion IPO in Shanghai (Reuters; Nov 6, 2022)

Biden’s hugely consequential high-tech export ban on China, explained by an expert (Vox; Nov 5, 2022)

US Chip-Gear Makers Told to Wait for Relief From China Curbs (Yahoo!; Nov 4, 2022)

US curbs on microchips could throttle China’s ambitions and escalate the tech war (CNN; Oct 31, 2022)

U.S. business sentiment in China hits record low as zero-COVID persists – survey (Hellenic Shipping News; Oct 31, 2022)

Tesla and Swiss chip company Annex set up a joint venture in Jinan of eastern China's Shandong Province to provide automotive chips and solutions (ijiwei.com; Oct 31, 2022)

US Ban on Americans Aiding China Chip Firms Narrower Than Feared (Bloomberg; Oct 31, 2022)

ASMI expects Chinese sales to drop 40% on US chip sanctions (Gadgets Now; Oct 26, 2022)

South Korean chipmaker SK Hynix worries about China future (Associated Press; Oct 26, 2022)

Taiwan needs to diversify away from China: minister (Taipei Times; Oct 25, 2022)

China chip imports drop 12.4% year-on-year in September - govt data (Reuters; Oct 24, 2022)

Yangtze Memory Technologies forces US employees to leave – Fudzilla (OltNews; Oct 24, 2022)

Report: TSMC stops work on Chinese AI chip amid sanctions confusion (eeNews Analog; Oct 24, 2022)

Not all foreign companies in China want to leave, some are doubling down on investments (South China Morning Post; Oct 21, 2022)

China summons chip firms for emergency talks after US curbs (Pehal News; Oct 21, 2022)

Tech war: Chinese local governments ramp up chip industry support as US piles on export restrictions (South China Morning Post; Oct 18, 2022)

Apple forced to cancel plans to buy memory chips from China after Biden’s crackdown (MSN; Oct 17, 2022)

China’s top memory chip maker woos local graduates for design jobs as US tightens export controls (South China Morning Post; Oct 15, 2022)

American techies in China may be breaking the law by showing up to work (The Register; Oct 14, 2022)

China's Top Chip Toolmaker Directs U.S. Engineers to Suspend Work (Tom's Hardware; Oct 13, 2022)

Xi wanted China to be at the tech frontier. 5 years on, tensions with the U.S. have dented that goal (CNBC; Oct 13, 2022)

TSMC gets one-year equipment waiver for mainland China chip plant, easing the blow from new US restrictions (South China Morning Post; Oct 13, 2022)

Tech war: US trade watch list throws 31 Chinese semiconductor-related entities into uncertainty as harsher sanctions loom (South China Morning Post; Oct 11, 2022)

US citizens at Chinese chip firms caught in the middle of tech war after new export restrictions (South China Morning Post; Oct 11, 2022)

China semiconductor production experienced its largest-ever decline in August (Reporter Wings; Oct 11, 2022)

Tech war: China’s chip self-sufficiency drive under siege as new US export controls tighten access to advanced semiconductors (South China Morning Post; Oct 10, 2022)

Shenzhen plans to shower cash on local chip industry to bolster development after intensified US trade restrictions (South China Morning Post; Oct 10, 2022)

Semiconductor equipment maker ASML "assessing" impact of new US China rules (Reuters; Oct 10, 2022)

Biden administration imposes limits on semiconductor exports to China (Axios; Oct 7, 2022)

Joe Biden says US$20 billion IBM investment will boost US in tech competition with China (South China Morning Post; Oct 6, 2022)

Exclusive-Samsung, SK Hynix to be spared brunt of China memory chip crackdown -sources (The Gazette; Oct 6, 2022)

Taiwan pledges to keep advanced chips from Chinese military (Stars and Stripes; Oct 5, 2022)

Apple adds six Chinese suppliers, but cuts seven mainland contractors in gradual move to diversify its manufacturing network (South China Morning Post; Oct 4, 2022)

US to Announce New Limits on Chip Technology Exports to China (Bloomberg; Oct 3, 2022)

CEO of Chinese chipmaker Yangtze Memory steps down (Nikkei Asia; Oct 3, 2022)

China’s top memory chip maker YMTC replaces CEO amid risks of US sanctions after rumoured Apple deal (South China Morning Post; Oct 1, 2022)

Tech war: China’s top memory chip maker carefully treads path to semiconductor self-sufficiency as US ponders trade sanctions (South China Morning Post; Sep 25, 2022)

The U.S. and its allies are joining forces on chips. That could stop China reaching the next level (CNBC; Sep 22, 2022)

Senators ask for review of Apple’s plan to use Chinese chips (The Washington Post; Sep 21, 2022)

US-China semiconductor battle: Second and third order consequences (TechSpot; Sep 19, 2022)

Biden to broaden Chinese chip and tool export curbs (Taipei Times; Sep 18, 2022)

Tech war: China’s semiconductor trade group sees ‘hostile’ environment after US Chips Act but no quick remedies found (South China Morning Post; Sep 16, 2022)

Top China official wants high-tech cooperation with S. Korea (Associated Press; Sep 16, 2022)

White House sounds alert on inbound Chinese investment (UK Today News; Sep 15, 2022)

Tech war: Dutch chip manufacturing tool maker ASML still aims to expand China workforce, despite tighter US export restrictions (South China Morning Post; Sep 13, 2022)

Germany drawing up new China trade policy, vows ‘no more naivety’ (Malay Mail; Sep 13, 2022)

JW Insights: The chiplet tech may serve as a new opportunity for China to address its IC self-sufficiency, but is unlikely to solve its advanced chip manufacturing predicament (ijiwei.com; Sep 12, 2022)

US to ‘choke off’ China’s access to key computer chips (FOX Business; Sep 12, 2022)

Tech war: Why the US Nvidia chip ban is a direct threat to Beijing’s artificial intelligence ambitions (South China Morning Post; Sep 12, 2022)

JW Insights: China’s IC industry sticks to high payment for talents but offers lower starting salaries for fresh graduates (ijiwei.com; Sep 12, 2022)

Biden’s $270 billion semiconductor bill to battle China isn’t that big a deal, Goldman says. Unless there’s some kind of huge ‘international conflict’ (Fortune; Sep 6, 2022)

U.S. Restricts Sales of Sophisticated Chips to China and Russia (The New York Times; Aug 31, 2022)

Tech war: China’s attacks on US Chips Act continue, although Beijing has few countermeasures, analysts say (South China Morning Post; Aug 30, 2022)

What’s Driving China’s Chip Sector Crackdown? (The Diplomat; Aug 29, 2022)

China’s top chip maker SMIC achieves 7-nm tech breakthrough on par with Intel, TSMC and Samsung, analysts say (MSN; Aug 29, 2022)

Why world's largest electronics market has been shut down (Gadgets Now; Aug 29, 2022)

Chinese trade agency speaks out against US chip action (China Daily; Aug 29, 2022)

Tech war: Beijing, local governments pressed to raise support for Chinese chip research and development amid US expansion (South China Morning Post; Aug 26, 2022)

China’s semiconductor industry faces another headache amid lacklustre demand for the low-end chips (South China Morning Post; Aug 24, 2022)

Tech war: South Korean trade group calls for chip diversification from China as Seoul mulls joining US-led semiconductor alliance (South China Morning Post; Aug 22, 2022)

Tech war: Taiwanese veteran who helped China’s memory chip progress says US-led Chip 4 Alliance could backfire on member countries -report (South China Morning Post; Aug 19, 2022)

Amid record heat wave, China dims lights in Chengdu subway to save power (Asia Pacific Star; Aug 19, 2022)

China has painted itself into a semiconductor corner (Japan Times; Aug 15, 2022)

China’s semiconductor output shrank 17 per cent in July as supply chains remained under pressure from strict Covid-19 policies (South China Morning Post; Aug 15, 2022)

Tech war: new US export controls block China from achieving its semiconductor ambitions (South China Morning Post; Aug 15, 2022)

China’s top chip maker SMIC beats earnings estimates despite threat of more US sanctions (South China Morning Post; Aug 11, 2022)

Biden signs China competition bill to boost U.S. chipmakers (CNBC; Aug 9, 2022)

US-China Taiwan tensions could choke off chip supply, Intel exec warns (MSN; Aug 8, 2022)

Corruption is sending shock waves through China’s chipmaking industry (MIT Technology Review; Aug 5, 2022)

Nancy Pelosi’s visit to Taiwan was great news for China’s chip sector as investors welcome the prospect of a chip war boom (Fortune; Aug 5, 2022)

China’s chip industry could miss out critical next-gen tech if US implements design software export ban (South China Morning Post; Aug 5, 2022)

Tech war: China’s top memory chip maker YMTC faces headwinds amid reports US is weighing equipment export ban (South China Morning Post; Aug 3, 2022)

Tech war: China’s semiconductor ambitions face reality check amid reports US is set to widen ban on exports of equipment to country (South China Morning Post; Aug 1, 2022)