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23.08.25 - 01:06
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Japan′s last semiconductor stronghold slips under Chinese pressure (Digitimes)
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Japan's power semiconductor sector, once a global stronghold, is losing ground to fast-rising Chinese rivals as stalled consolidation and mounting financial pressures undermine its competitiveness. Talks between Toshiba and Rohm — two of Japan's five leading power semiconductor firms — have stalled, highlighting how fragmentation is preventing Japan from countering China's increasingly aggressive push....
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22.08.25 - 10:12
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Nvidia-Schock sorgt für Kursexplosionen in China (Der Aktionaer)
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Nvidia hat am Freitagmorgen überraschend mitgeteilt, dass man Zulieferer wie Samsung und Amkor angewiesen hat, die Produktion für H20-Chips einzustellen. Während die Papiere des amerikanischen KI-Players im europäischen Handel um zwei Prozent abrutschen, stehen Chip-Werte aus China auf der Gewinnerseite und legen teils zweistellig zu.. --- Laut Bloomberg geht Nvidia diesen Schritt, da die chinesische Regierung inländische Unternehmen gedrängt hatte, den H20 nicht mehr zu nutzen. Dass Nvidia nun sogar die Produktion einstellt, wirft Fragen zur tatsächlichen Nachfrage nach dem Chip-Modell auf. Zur Erinnerung: Im ersten Quartal hatte Nvidia von chinesischen Big-Tech-Unternehmen wie Alibaba, Tencent und Co noch Aufträge im Volumen von 16 Milliarden Dollar für H20-Chips erhalten..
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21.08.25 - 06:36
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SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings (Digitimes)
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China's semiconductor packaging and testing firm SJ Semiconductor (SJ Semi) has made significant headway with the completion of its third production facility, J2C, in Jiangyin's high-tech zone, alongside the topping-out of a new R&D building. Industry executives say the milestone underscores tangible progress in expanding advanced packaging capacity, strengthening China's competitiveness in high-end outsourced semiconductor assembly and test (OSAT) services....
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20.08.25 - 16:48
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Taking Control of Semiconductors: Trump Targets Equity Stake in CHIPS-Funded Stocks (24/7 Wall St.)
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Owning the Means of Production The Trump administration's push for a 10% equity stake in Intel (NASDAQ:INTC), leveraging $10.9 billion in CHIPS Act grants — $7.9 billion for domestic investments and $3 billion for defense microelectronics — has ignited debate. This non-voting stake could make the U.S. government Intel's largest shareholder, part of a series […]
The post Taking Control of Semiconductors: Trump Targets Equity Stake in CHIPS-Funded Stocks appeared first on 24/7 Wall St.....
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