Demand from customers such as Nvidia, AMD and Tesla is surging, making TSMC’s 3nm process highly sought after and prompting the company to urgently expand its production capacity. Morgan Stanley
Goldman Sachs: China AI data center capacity is expected to surpass that of US, and power infrastructure construction will facilitate this expansion.
Dutch government delegation will travel to China next week to discuss the Nexperia semiconductor dispute.
Reports indicate that Nexperia’s customers are discussing how to circumvent the Sino-European chip dispute.
US tightens export controls, prompting Applied Materials to halt the supply of memory and mature chip equipment to China.
The global electronic sensor market is projected to reach $41.2 billion by 2032, with the Asia-Pacific region leading the way with a 48% market share. Credence Research
South Korea and US have reached a trade agreement: automobile tariffs will be reduced to 15%, and South Korea will invest $350 billion in US.
Didi is expanding its autonomous driving business into the Middle East, including technological cooperation and talent development in Abu Dhabi.
Alibaba will significantly revamp its AI applications to compete with ChatGPT.
