…position as the go-to DRAM supplier in China. This would also compel CXMT to come into an agreement with the likes of HP and Dell as quickly as possible. For now…
…is much narrower and closing considerably faster against China-based memory makers. Chinese makers have meanwhile reached relative parity in the NAND flash used in SSDs, an increasingly important space for AI…
…ban last week targeting imports of new Chinese humanoid robots and grid-connected power inverters. If finalized, the restriction will send immediate ripples through global technology supply chains. Leading Chinese manufacturers such…
…According to the latest market outlook from TrendForce, the storage industry is expected to reach a balanced supply-and-demand environment during the second half of 2027. If the forecast proves accurate…
…over decades of optics, software, metrology, service, and suppliers. For the United States, China’s access to EUV technology is one of the most important issues in semiconductor export policy. Without modern…
…country, India has become increasingly important to Apple as it moves iPhone production away from China. The move is partly because of US/China trade tensions, and partly to ensure Apple is…
…Israel and Gaza, launch his Liberation Day tariffs, and quickly diversify US supply chains, all of which would have given him substantial leverage over China. But none of that happened, and instead…
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 …
…to sourcing and building charging components domestically rather than importing them at a markup. Apple has leaned heavily on India as it works to shift iPhone production away from China, with assembly…
…founded in China. TP-Link is one target among many Cybersecurity experts have shared that TP-Link routers don't have any more vulnerabilities than its competitors, and that the company…
…So PC makers in China can get more stable NAND supply? Nelson Duann: Yes, and DRAM as well. Most Android smartphone makers are now in China, and China is also home to…