Chinese semiconductor thread II

[PopularScience]

Zhaoxin KX-8000. Domestic technology. 4 ghz.

 

[GulfLander]

US approves annual permits for TSMC to import semiconductor equipment into China plant

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[gotodistance]

China's AI chip self-sufficiency rate stands at 104% in 2028

Demand for AI chips in China is expected to more than double (138 percent) in three years from 37 billion U.S. dollars this year to 88 billion dollars in 2028. In the process, Chinese companies will likely increase their share.

Bernstein expects a shortage of AI semiconductors in China from 2026 to 2027, but expects the supply and demand balance to be balanced starting in 2028. The share of Chinese companies is expected to surge from 58% ($16 billion) last year to 93% ($82 billion) in 2028.

Chinese companies are expected to expand their supply capacity to $16 billion in 2025, $19 billion in 2026, $39 billion in 2027, and $91 billion in 2028. As a result, it is estimated that the self-sufficiency rate will reach 104 percent in 2028.

 

[huemens]

Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake​

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The two sides will face off before the Dutch Enterprise Chamber on January 14, a court representative told the Post on Tuesday, speaking on condition of anonymity.

The hearing aims to determine whether there were valid reasons to doubt the sound management of Nexperia before the chamber’s ruling in early October, according to a Nexperia spokesman who also declined to be named.

Wingtech, however, is escalating its counterattack. The company is preparing a “multi-track legal strategy” that – aside from the chamber hearing – includes filing objections against the administrative order of the Dutch Ministry of Economic Affairs and lodging an appeal before the Dutch Supreme Court, Wingtech said in a statement to the Post on Tuesday.

Crucially, the strategy involves preparations for bilateral investment treaty (BIT) international arbitrations. Wingtech intends to seek compensation equivalent to the full value of Nexperia – around US$8 billion – if the issue is not settled by April 15, the statement said, with the company urging Beijing to continue supporting its fight to regain control of Nexperia Netherlands.

Wingtech further said that, even if its control over Nexperia Netherlands were restored, it would still seek compensation for “significant losses caused by the Dutch government’s improper conduct”. This includes supply-chain disruptions, damage to customer relationships, impact on employee morale, and reputational harm, which the firm considers “profound and long-lasting”, according to the statement.