The Dutch Minister of Economic Affairs, Karremans, issued a statement on the 19th,announcing the suspension of the administrative order against ASML. Karremans stated that, in light of recent developments, he believes it is now an appropriate time to take constructive measures. The Netherlands has held constructive talks with the Chinese government, and the Dutch government … Read more
The Dutch Minister of Economic Affairs, Karremans, issued a statement on September 19, announcing the suspension of the administrative order against Nexperia. According to AFP, this indicates a significant gesture of goodwill from the Netherlands towards China. The Dutch side stated in the announcement: “In light of recent developments, I believe it is an appropriate … Read more
Analysis of the Nexperia Semiconductor Game Global Supply Chain Restructuring and Power Shifts under Geopolitics Introduction: The New Frontline of the Chip War A struggle for control over Nexperia is evolving into a geopolitical game affecting the global semiconductor supply chain. This dispute not only reveals the vulnerabilities of the global chip industry but also … Read more
Reported by New Intelligence Source: Bloomberg Editor: yaxin [New Intelligence Overview] Amid a global chip supply crunch, Renesas Electronics, the third largest automotive chip manufacturer, has suspended production for a month due to a fire. Currently, Toyota is Renesas’ largest customer and is assessing the impact of the factory fire. As if the roof was … Read more
When the U.S. Department of Commerce announced an indefinite export ban on Nvidia’s H20 chip, was the Chinese AI chip industry ready to take over?Huawei’s Ascend 910C inference performance is already close to 60% of the NVIDIA H100, a figure that reflects not only breakthroughs in technological catch-up but also an industrial restructuring driven by … Read more
1. TSMC’s “Americanization”: From Technology Transfer to Mass Migration Recently, TSMC announced an additional investment of $100 billion in the United States, combined with a previous plan of $65 billion, bringing the total to $165 billion, setting a record for the largest foreign investment in U.S. history. This substantial amount will be used to build … Read more