The result of US sanctions against China
TSMC is caught between the US, Taiwan, and China
You get what you pay for
TL;DR: Sanctions against Russia mean the country now looks to the Chinese gray market for its semiconductor imports, but there's a problem: 40% of them are defective. That marks a 1,900% increase in their failure rate over the last few months.
"Even if China got a hold of the golden hen, it won't be able to lay golden eggs"
In context: Once again, rising tensions between China and the US have put the spotlight on Taiwan and what would happen to TSMC, which manufactures more than half the world's semiconductors, in the event of an invasion. One proposal is to destroy the company's facilities, but the island's security chief said such a move is unnecessary.
US restrictions played a part
Just after Tesla sales in China hit a monthly record
Two novel 0-day flaws are being targeted by Chinese hackers, Microsoft is working on a patch
Are 53.5 million visits per month low?
Taking a more relaxed approach to disinformation campaigns
American companies haven't lost faith in China
Not so obvious ripple effects
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question -- what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.
One answer to labor shortages
Cutting corners: Washington is preparing new rules to ban exports of advanced chipmaking devices to China, a move that could, however, be too little too late as Asian manufacturing companies are already engaged in making sub-14nm semiconductors on their own.
China says the NSA was behind a phishing campaign
The restrictions could cost Nvidia up to $400 million
This is why Apple values China so much
$1,500 for early access to AM5 and Zen 4
Power shortages in a key production hub
"We resolutely oppose the US' restrictive actions targeting certain countries"
Tencent posts first ever revenue drop, turns to foreign markets as China's gaming crackdown continues
Tencent still hasn't been granted a game license this year
The restrictions are likely aimed at China
DJI says its drones are designed for consumers after Russian general praises their military capabilities
"A true symbol of modern warfare"
Regulators, Covid Zero, and the economy are all having an impact
Revenue from its smartphone division fell 25%
It's hard surviving on three hours a week