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VOICE ARCHIVE

Ray Wang

@raywangtaiwan
7 posts
2024-08-05
“Coming soon ....” Big: The U.S. Commerce Department is expected to propose barring Chinese software in autonomous and connected vehicles in the coming weeks, according to sources briefed on the matter. https://www.reuters.com/... [image]
2024-08-05 View on X
Reuters

Sources: US Commerce Department plans to propose barring Chinese software in autonomous vehicles and some Chinese wireless communications hardware in US cars

David Shepardson / Reuters :

2024-08-01
Big and great scoop by @mackhawk. “Yet Applied Materials' rejection stands out, the people said, given how closely aligned the project is with the Biden administration's goal of reviving the domestic semiconductor industry.”
2024-08-01 View on X
Bloomberg

Sources: US Commerce Department officials inform Applied Materials that its planned $4B Silicon Valley R&D facility doesn't qualify for CHIPS Act grants

a decision that highlights gaps in how the US government is approaching semiconductor research https://www.bloomberg.com/... Forums: r/politics : Applied Materials Denied US Chips ...

2024-07-16
Ironic, that Intel is the BIGGEST RECEIVER of the CHIPs Act.. From a purely investing perspective, this is a good portfolio if we only look at the industries Intel Capital has invested in, aligning with China's focus. Great work by @FT @FinancialTimes https://www.ft.com/... [image]
2024-07-16 View on X
Financial Times

Analysis: Intel's VC arm is one of the most active foreign investors in Chinese AI and chip startups; Intel Capital owns stakes in 43 China-based tech startups

Financial Times :

2024-04-29
Big: Tesla to partner with tech giant Baidu on mapping, navigation https://t.co/...
2024-04-29 View on X
Bloomberg

Sources: Tesla partners with Baidu for mapping and navigation functions to clear a key hurdle to launch Full Self-Driving in China, after Elon Musk's visit

- Carmaker to partner with tech giant Baidu on maps, navigation  — Musk sought clearance from Beijing for potential revenue boost

2024-03-08
Wait hold on, this 100% should not be surprising... Many experts have warned and stated this possibility back last September (or even earlier) when Mate 60 broke the headlines.
2024-03-08 View on X
Bloomberg

Sources say SMIC used equipment from California-based Applied Materials and Lam Research to manufacture an advanced 7nm chip in China for Huawei in 2023

- SMIC used Applied Materials and Lam equipment to make 7nm chip  — US wants to further limit China's access to foreign chip tech

2023-10-30
Public records show 126 companies have cancelled or suspended IPO applications on Shanghai's Star Market so far in 2023, more than in the previous four years combined. @FT @FinancialTimes /1 Full: https://www.ft.com/... [image]
2023-10-30 View on X
Wall Street Journal

China's Foxconn investigation may backfire and cause tech suppliers, who now see that even Apple and its suppliers are not safe in China, to diversify quicker

China's investigation into top Apple supplier Foxconn could dilute the incentives for manufacturers to diversify away from the country slowly, rather than in a sprint

Public records show 126 companies have cancelled or suspended IPO applications on Shanghai's Star Market so far in 2023, more than in the previous four years combined. @FT @FinancialTimes /1 Full: https://www.ft.com/... [image]
2023-10-30 View on X
Financial Times

Analysis: 126 companies have cancelled or suspended IPO applications on Shanghai's tech-focused Star Market in 2023, more than the previous four years combined

Policy reversal leads to record number of listing applications pulled this year from tech-focused Star Market X: @michaelxpettis , @raywangtaiwan , @michaelxpettis , @michaelxpetti...