Sources: to evade US sanctions, Huawei is supporting PXW, a startup based in its hometown Shenzhen that ordered chipmaking equipment for a semiconductor plant
typically 25% — without falling under the restrictions" dont be surprised if that % threshold drops significantly https://twitter.com/... Peter Elstrom / @pelstrom : Exclusive: A low-profile startup i...
Experts say the chip market is facing an “inventory correction”, which could be the worst downturn in a decade, as the global economy weakens and demand fades
Even in an industry famous for its roller-coaster cycles, chipmakers are bracing for a particularly severe shift in coming months … Tweets: @pelstrom , @shiraovide , @pelstrom , @pelstrom , @ru_unforg...
Sources: Beijing has grown frustrated with a years-long failure to develop semiconductors that can replace US chips, capped by anti-graft probes into top execs
China's top leadership has grown increasingly frustrated with a years-long failure to develop semiconductors that can replace US circuitry … Tweets: @pelstrom and @tommackenzietv Tweets: Peter Elstrom...
Data shows Chinese orders for chipmaking equipment rose 58% YoY in 2021, as some US chipmakers claim Chinese companies are paying above-market prices
China's semiconductor industry is showing signs of flourishing even in the face of Biden administration efforts to counter its growth, raising alarm bells in Washington. Tweets: @briantycangco , @pels...
Alibaba's cloud ambitions, aiming to rival AWS, have been derailed by Beijing's crackdown, as sources say many institutions have moved to state-backed rivals
For years, Alibaba Group Holding Ltd. had a legitimate shot at becoming the Amazon.com Inc. of China, an e-commerce juggernaut … Tweets: @pelstrom Tweets: Peter Elstrom / @pelstrom : Deep dive into Al...
Sources: China is empowering a quasi-government body to certify local suppliers in areas like cloud and semiconductors to reduce reliance on foreign tech
Bloomberg : Tweets: @pelstrom , @blompfjunior , @bradstone , and @chinabeigebook Tweets: Peter Elstrom / @pelstrom : Scoop: China is accelerating plans to replace foreign technology with domestic alt...
China Labor Watch: at the largest iPhone factory ~50% of workers were temps in August, breaking a 10% limit set by China; Apple, Foxconn admit it was an issue
September 10, 2019 Joe Rossignol / MacRumors : Apple's Online Store Goes Down Ahead of Today's iPhone Event China Labor Watch : iPhone 11 Illegally Produced in China: Apple Allows Supplier Factory Fox...