Sources: TSMC delays the construction of its second plant in Japan, initially slated for early 2025, to invest in US expansion ahead of potential Trump tariffs
TSMC says US investments won't impact other regions Skye Jacobs / TechSpot : TSMC shifts focus to US, postpones new chip plant in Japan Focus Taiwan : TSMC says U.S. investment won't impact projects e...
China, the leading producer of rare minerals, has made it harder in recent weeks for foreign companies, particularly chip makers, to buy such materials in China
Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access. X: @martijnrasser and @alantonelson . LinkedIn:...
Sources detail Beijing's Document 79, issued in September 2022, directing state-owned companies to replace foreign email, HR, and other enterprise software
A directive known as Document 79 ramps up Beijing's effort to replace U.S. tech with homegrown alternatives @lizalinwsj @raffaelehuang @Kubota_Yoko https://www.wsj.com/... https://www.wsj.com/... Mart...
As US-China geopolitical tensions rise, foreign investors sell stock in Bilibili, Alibaba, Tencent, and other Chinese tech companies and reduce startup funding
Financial Times : Tweets: @martijnrasser , @hiddenvaluegems , @nglinsman , and @jnordvig Tweets: Martijn Rasser / @martijnrasser : “China is getting cancelled and the economy is a dumpster fire,” sai...
Experts say some US suppliers plan to sidestep export controls by selling tech to the unlisted subsidiaries of Inspur and other Chinese firms on the Entity List
Suppliers can sell to unlisted subsidiaries of companies on Commerce Department list, officials say Tweets: @jchengwsj , @scs_disputes , @martijnrasser , @jchengwsj , @wstv_lizzi , @pstasiatech , and ...
Sources: China released chip investor Chen Datong, detained in 2022 during a chip industry crackdown, as the country seeks experts to navigate western sanctions
Authoritarians are a wild ride.... Tweets: Dan Wang / @danwwang : If Beijing is releasing detained chip officials because it values their talents, then it has the air of Stalin rehabilitating purged g...
Letter: the Netherlands plans restrictions on exports of immersion DUV lithography chipmaking machines amid US pressure to limit China's access to chip tech
this time the Netherlands — doing what it can to reduce trade with China. Let's just say that now is NOT the time to be buying Chinese stocks. https://www.bloomberg.com/... Martijn Rasser / @martijnra...
The theft of ASML's IP in China, the company's third-biggest market, could spark even tighter controls on ASML, creating problems for its growth in the country
Cagan Koc / Bloomberg : Tweets: @sehof , @rebeccaarcesati , @chrishreiter , @bdherzinger , @martijnrasser , @cagankoc , and @business Tweets: Sense Hofstede / @sehof : ASML's big bet on China is star...
The US' Berman amendments, passed during the Cold War to protect the free flow of content between the US and hostile countries, may complicate a TikTok ban
One can think of many reasons to worry about TikTok … Rose Horowitch / NBC News : TikTok CEO to testify before Congress in March amid app security questions CNBC : Europe's crackdown on Big Tech omitt...
Experts say Hua Hong, China's second-largest chip foundry, is barely affected by US sanctions and its focus on older chips could make it Beijing's new favorite
Qianer Liu / Financial Times : Tweets: @martijnrasser , @pstasiatech , @nathanbenaich , and @pstasiatech Tweets: Martijn Rasser / @martijnrasser : “Compared with SMIC, Hua Hong has adopted a differen...