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Japanese Chip Agency: Chinese Chip Manufacturing Equipment Accounts for 40% of Global Market Share, Chinese Companies are ‘Killing’ Global Chip Firms

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Japanese Chip Agency: Chinese Chip Manufacturing Equipment Accounts for 40% of Global Market Share, Chinese Companies are 'Killing' Global Chip Firms

Click the blue text above to follow Serious Listening Awards, and let’s explore the world together. Seeing this title, many people might be shocked. Indeed, it is that stimulating! A recent report from a reputable semiconductor research institution in Japan shows that Chinese chip manufacturing equipment has quietly captured 40% of the global market share, … Read more

Eight Key Questions Regarding China’s Semiconductor Industry

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Eight Key Questions Regarding China's Semiconductor Industry

The semiconductor IP model possesses unique attributes that can leverage tens of times the chip products and hundreds to thousands of times the industrial ecosystem. Data shows that in the semiconductor industry, the global IP market size is approximately $5 billion annually, yet it supports a design industry worth $270 billion. When developing a CPU … Read more

ABB Group President and CEO, Morten Wierod: China is a Leader, Not a Copier in AI and Robotics

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ABB Group President and CEO, Morten Wierod: China is a Leader, Not a Copier in AI and Robotics

This past weekend, Beijing hosted the world’s first humanoid robot half-marathon. As people eagerly watched, one couldn’t help but ask, is there really a distinction between humanoid and non-humanoid robots? Has China’s robotics industry developed to the point of running marathons? What is the relationship between robots and artificial intelligence? When will robots enter households? … Read more

China and the U.S. Competing for the Robotics Market

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China and the U.S. Competing for the Robotics Market

This article is from the WeChat public account:Note Master, author: Lao Jia, original title: “China and the U.S. are Competing for this Trillion Dollar Market!”, cover image from: Visual China Note Master says: Yesterday, U.S. President Trump personally confirmed that the tariff rate on Chinese imports will not remain at the current level (145%), “it … Read more

US Chip Stocks Are Cooling Down: New Semiconductor Origin Certification Rules Issued by the China Semiconductor Industry Association, Based on Wafer Production Location!

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US Chip Stocks Are Cooling Down: New Semiconductor Origin Certification Rules Issued by the China Semiconductor Industry Association, Based on Wafer Production Location!

This time, the shift in the semiconductor “chip” landscape has truly unsettled the entire world! On April 11, a notice from the China Semiconductor Industry Association sent the entire industry chain into a frenzy. Breaking News: The rules for determining the origin of semiconductor products have undergone a major change; in the future, the focus … Read more

Impact of China’s Semiconductor Association’s Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

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Impact of China's Semiconductor Association's Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

On April 11, Fast Technology reported that against the backdrop of the tariff war, the China Semiconductor Industry Association today issued an “Emergency Notice on the Certification Rules for the ‘Origin’ of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the … Read more

The Balance of the Chinese Model: ARM and Anmou

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The Balance of the Chinese Model: ARM and Anmou

| Win-Win is the Way Yesterday, foreign media cited sources saying that ARM’s new CEO Rene Haas stated in a memo to employees that ARM will lay off 12% to 15% of its workforce in the UK and the US. Since the beginning of this year, news surrounding ARM has been continuous. NVIDIA’s abandonment of … Read more

3D Printing Insights: China No Longer Producing Toys for the U.S.

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3D Printing Insights: China No Longer Producing Toys for the U.S.

According to reports from CCTV, the toy industry is one of the sectors in the U.S. most severely impacted by tariff shocks. CNN pointed out that the imposition of high tariffs on toys produced in China means that once affordable toys will become “luxury items.” Data from the U.S. Department of Commerce shows that in … Read more

China’s Semiconductor Surge: The End of South Korea’s Dominance

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China's Semiconductor Surge: The End of South Korea's Dominance

Those South Korean friends who always say “South Korea crushes China” have recently been harshly confronted in the chip sector. In the first two months of 2025, China’s semiconductor exports reached $25.1 billion, surpassing South Korea’s $19.7 billion for the first time. This is not a coincidence, but the inevitable result of a decade of … Read more

What Semiconductor Components Does China Import from the United States?

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What Semiconductor Components Does China Import from the United States?

Apr. Click the blue text to follow us 2025.04 Participate in the prize-winning Q&A at the end of the article to receive exquisite gifts! Recently, the tariff war between China and the United States has escalated, with the semiconductor industry being at the forefront of this technological competition. In this context, a deep analysis of … Read more