…Asia, which specifically requested a battery supplier not from mainland China. “Almost every region [in the world] has its own protectionism. It has positive and negative outcomes, but I have to admit…
Three mandatory standards now cover China's entire solar manufacturing chain Rules take effect January 1, 2027, across polysilicon, wafers, and modules Older polysilicon facilities face pressure to upgrade heat recovery systems…
…Fourth, and most importantly, Apple is going to all this trouble just to ensure enough memory for its products sold within China. Understand this distinction: whatever DRAM and NAND Apple secures from…
…While CXMT still trails the established memory vendors in advanced technologies such as HBM, it has become an increasingly important supplier of mainstream DDR5 and LPDDR5X products. As DRAM availability remains constrained…
…China also depends on imported advanced processors and on electronics supply chains connected to Taiwan. Japan, South Korea, and Europe would face shortages affecting industrial machinery, automobiles, communications, and defense production. In…
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
…In January, it announced that exports of Nvidia and AMD GPUs to China would only be allowed if there was sufficient supply of the same products in the US. Beijing, however, is…
The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block imports of new Chinese transceiver models, …
According to Nikkei Asia, China is working on more than 70% of the silicon wafers used by domestic chipmakers by the end of this year. This goal demonstrates China’s most aggressive attempt to localize key semiconductor …
…It may force them to move to other producers, including US-based Coherent and Lumentum. China hawks in the administration want to avoid another Huawei mess. The heavily sanctioned Chinese telecom supplier…
…It has over 2,400 leading suppliers, ensuring authentic products directly from manufacturers. Digital China Digital China Group, founded in 2000, promotes digital transformation and the digital economy through innovative technologies. They…
…What’s more important is that while Samsung and SK hynix control the majority of the world’s DRAM supply, it’s China and its 119 patents that can close the gap…