China’s 50% domestic semiconductor equipment mandate is accelerating supply chain decoupling, boosting local toolmakers, and forcing a global chip ecosystem split.
US authorities have cleared Black Sesame’s Huashan A2000 auto AI chip for global sales, marking a rare breakthrough for Chinese autonomous driving silicon.
With $7.8 billion in fresh state-backed capital and a full takeover of SMIC North, China’s top foundry is locking in profits from mature fabs while doubling down on advanced-node survival under U.S. export controls.
China mandates 50% domestic equipment for chipmakers, boosting local suppliers and reshaping the global semiconductor industry.
China’s LightGen chip marks a breakthrough in optical computing, enabling large-scale generative AI with up to 100× gains in speed and energy efficiency.
Introduction China’s semiconductor ambitions are accelerating far faster than Western analysts expected. In April 2025, ASML CEO Christophe Fouquet stated China would need “many, many years” to develop EUV lithography. The previous CEO even called China “light-years behind.” Analysts predicted…
US revokes TSMC’s China fast-track export waiver. Nanjing fab faces near-term operational risk, but TSMC’s global dominance and long-term resilience remain intact
The US has authorised new tariffs on Chinese semiconductors but delayed their impact until 2027.
South Korea indicts 10 over alleged Samsung and SK Hynix semiconductor technology leaks to China, exposing risks to global memory chip leadership.
From rare earths to lithium and cobalt, Beijing’s dominance raises serious concerns for supply chains, clean energy, and the future of innovation.
For Semiconductor SAGA : Whether you’re a tech enthusiast, an industry insider, or just curious, this book breaks down complex concepts into simple, engaging terms that anyone can understand.The Semiconductor Saga is more than just educational—it’s downright thrilling!
For Chip Packaging : This Book is designed as an introductory guide tailored to policymakers, investors, companies, and students—key stakeholders who play a vital role in the growth and evolution of this fascinating field.
