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In the annual sessions of the National People's Congress (NPC) and the National Committee of the Chinese People's Political Consultative Conference (CPPCC), the so-called "Two Sessions" that ended in March, the focus was undoubtedly on the autonomy of semiconductor technology. But AI was also mentioned quite a few times.
Taiwan-based semiconductor tool vendors stand a chance of breaking into the supply chain for Apple's iPhones by supplying RF peripheral IC test equipment, according to industry sources.
STMicroelectronics (ST) announced it would form a joint venture with China-based counterpart Sanan Optoelectronics to secure a share in China's rapidly growing vehicle and industrial electrification market despite an ongoing geopolitical risk confronting the semiconductor industry.
Competition in the AI GPU market is heating up between Nvidia and Advanced Micro Devices (AMD), as data center firms look to diversify AI GPU sources and AMD's MI300 offers another alternative.
A recent patent lawsuit filed by US-based gallium nitride (GaN) technology specialist Efficient Power Conversion Corp (EPC) against China's top GaN devices vendor Innoscience Technology is likely to deter the latter from developing its sales abroad.