Taking a more relaxed approach to disinformation campaigns
American companies haven't lost faith in China
Not so obvious ripple effects
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question -- what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.
One answer to labor shortages
Cutting corners: Washington is preparing new rules to ban exports of advanced chipmaking devices to China, a move that could, however, be too little too late as Asian manufacturing companies are already engaged in making sub-14nm semiconductors on their own.
China says the NSA was behind a phishing campaign
The restrictions could cost Nvidia up to $400 million
This is why Apple values China so much
$1,500 for early access to AM5 and Zen 4
Power shortages in a key production hub
"We resolutely oppose the US' restrictive actions targeting certain countries"
Tencent posts first ever revenue drop, turns to foreign markets as China's gaming crackdown continues
Tencent still hasn't been granted a game license this year
The restrictions are likely aimed at China
DJI says its drones are designed for consumers after Russian general praises their military capabilities
"A true symbol of modern warfare"
Regulators, Covid Zero, and the economy are all having an impact
Revenue from its smartphone division fell 25%
It's hard surviving on three hours a week
Not as safe as Apple likes to claim?
"If they need us, it's not a bad thing"
Just as China's SMIC achieves 7nm breakthrough
The third time this has happened
US Senate passes CHIPS Act to boost domestic semiconductor manufacturing as relations with China worsen
President Biden is expected to sign the bill into law next week
Hentai is especially popular on the app
China doesn't allow the resale of digital collectibles
US investigating Huawei over concerns that equipment near military bases could send sensitive data to China
The US is worried Huawei will share sensitive information with China