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    • China, Taiwan & Hong Kong Semiconductors

China, Taiwan & Hong Kong Semiconductors Newsletter
  • The government cannot save Intel. The best thing it can do is get out of the way in the semiconductor industry. 05 Sep 2025 10:06 GMT

    … our reliance on the Taiwan Semiconductor Manufacturing Company, which produces the lion … out of the chip manufacturing market. AMD decided to vertically … explosion of the smartphone industry in the 2010s and … on its current failed business model is the worst …

  • Asia report: Markets rise as Trump lowers Japan auto tariffs 05 Sep 2025 11:12 GMT

    … region’s semiconductor sector. Patrick Munnelly, market strategy partner … on Thursday.” Most markets rise as investors digest latest tariff … low.” Chinese equities also rallied, with the Shanghai Composite up … rose 10.79%. Hong Kong’s Hang Seng Index …

  • The uneasy geometry of US-China-India-Russia relations 05 Sep 2025 09:15 GMT

    Shanghai Cooperation Organisation (SCO) summit, held in Tianjin, China … Dubai and Hong Kong—systems that thrive … 301 tariffs on Chinese electric vehicles, semiconductors, and renewable … closer to Beijing while disrupting global markets. Historical precedents …

  • High-Speed Motors Market Trends, Dynamics, and Forecast $21.7 Billion by 2032 05 Sep 2025 10:03 GMT

    … and heavy investment in automation across China, India, … 𝗙𝗶𝗻𝗱𝗶𝗻𝗴𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗦𝘁𝘂𝗱𝘆 • Electrification and Industry 4.0 are the primary … in wide-bandgap semiconductors and materials are … -motor-market Taiwan Commercial Air Conditioning System Market https:…

  • China stocks set for biggest weekly pullback in five months 05 Sep 2025 10:00 GMT

    … percent and the semiconductor sector dropping 8.9 … 39;s rapidly evolving business landscape. Sign Up " … remain volatile as the market enters a consolidation period. China';s central bank … driven rally." Hong Kong's benchmark Hang Seng …

  • Trump warns of tariffs on semiconductor imports 05 Sep 2025 09:42 GMT

    … Trump reiterated regarding the semiconductor industry. He noted that … increase in its domestic investment commitment in the … players in the semiconductor market, including Taiwan’s TSMC and … Give your business an edge with our leading industry insights.

  • China’s ‘silent sanction’ on US semiconductors creates a weapons generation gap 05 Sep 2025 11:04 GMT

    … to a report by the Chinese Academy of Sciences’ Institute of … aimed at curbing China’s access to advanced chips, Beijing’s countermove … silent sanction on the US semiconductor industry – particularly its defence capabilities. Framed …

  • China Charts Two-Year Surge in Electronic Information Manufacturing 05 Sep 2025 08:20 GMT

    … of Industry and Information Technology and the State Administration for Market … green channels” for critical technology firms, aimed at spurring innovation and … . Concurrently, China continues to pursue consolidation within its semiconductor sector—though …

  • Senator Fischer urges stronger US-Taiwan ties amid tensions with China 05 Sep 2025 12:21 GMT

    … territorial dispute with China. Beijing wrongly claims islands … courage, despite relentless Chinese pressure — and that … over Taiwan—including disruptions affecting advanced semiconductor production … require increased investment from Washington,Taipei,and other …

  • The Global AI Rules Race: China’s Strategic Response to US Tech Dominance 05 Sep 2025 12:06 GMT

    … despite US semiconductor restrictions. … Shanghai conference attended by global tech leaders, investors, and policymakers, framing ChinaChinese preferences. As Kristen Cordell and Daniel Kliman have documented, Beijing … trade, market interdependence, and …

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