In-depth Analysis of the 2025 Semiconductor Investment Annual Conference: Current Status and Future Outlook of the Chinese Semiconductor MarketThe "2025 Semiconductor Investment Annual Conference & IC Top 100 Awards Ceremony," hosted by the Semiconductor Investment Alliance and organized by iCW, concluded successfully in Shanghai on December 14, 2024, at the Shanghai Tower. This annual conference brought together industry elites to discuss the future development trends of the semiconductor industry...

NVIDIA's Troubles in China: Antitrust Investigation and Supply Cut Rumors Shake the MarketAccording to a report in the Southern Metropolis Daily on December 13, 2024, the root of the current turmoil can be traced back to 2019. That year, NVIDIA spent nearly $7 billion to acquire all equity in Israeli chipmaker Mellanox...

Nvidia's "Sudden Change of Fortune": A Global Shockwave Triggered by an Antitrust Investigation in ChinaOn December 9th, a bombshell announcement rocked the global tech world: Nvidia, the American chip giant, is under investigation in China for alleged violations of anti-monopoly laws. This investigation not only sent shockwaves through Nvidia but also profoundly impacted the global chip industry landscape, becoming a landmark event in China's push for domestic substitution and the maintenance of fair market competition...

Nvidia, DJI, and the US-China Tech Showdown: Global Supply Chain Impacts of Monopoly Investigations and SanctionsGlobal chip giant Nvidia recently faced an antitrust investigation by China's State Administration for Market Regulation (SAMR), while the US House of Representatives plans sanctions against Chinese drone manufacturers DJI and Autel, sparking global concern. This not only involves Nvidia's near-monopoly in the AI chip market but also highlights the intense technological competition between the US and China, and its profound impact on global supply chains...

Hefei Guoxian Invests 55 Billion Yuan in World's First FMM-less AMOLED Production Line, Leading China's Display Industry to Global LeadershipOn September 25th, Hefei Guoxian Optoelectronics Technology Co., Ltd...

NVIDIA's Alleged Monopoly Practices Under Investigation in China: Profound Implications and Future Outlook for China's AI IndustryOn December 9, 2024, the State Administration for Market Regulation (SAMR) of China announced an investigation into global GPU giant NVIDIA Corporation for suspected violations of the Anti-Monopoly Law of the People's Republic of China and the Announcement on the Review of Anti-Monopoly Decisions (SAMR Announcement [2020] No. 16)...

Microsoft Accuses FTC of Leaking Antitrust Investigation Details, Demands Inspector General InvestigationMicrosoft has formally accused the Federal Trade Commission (FTC) of inappropriately leaking details of its antitrust investigation into the company's cybersecurity, cloud storage, and artificial intelligence businesses, and has requested an investigation by the FTC's Inspector General. This follows a Bloomberg News report, subsequently confirmed by multiple other media outlets, that the FTC is conducting a broad investigation into Microsoft's cloud computing and software licensing businesses, cybersecurity services, and AI products...

Investigation into Express Delivery Chaos: The Prevalence of Unauthorized Package Drop-offs in Zhengzhou Infringes on Consumer RightsThe "Measures for the Administration of the Express Delivery Market," implemented on March 1st, explicitly prohibits express delivery companies from delivering packages to smart lockers, delivery stations, and other end-of-line facilities without the user's consent. However, more than six months later, the enforcement of this regulation faces numerous challenges...

Amazon Invests an Additional $4 Billion in Anthropic, Bringing Total Investment to $8 BillionOn November 23rd, AI startup Anthropic announced an expanded partnership with Amazon Web Services (AWS), securing an additional $4 billion investment from Amazon. This brings Amazon's total investment in Anthropic to $8 billion, though Amazon remains a minority shareholder...

US FTC to Investigate Microsoft's Cloud Computing Business, Suspected of Abusing Market Dominance...

Ant Group Invests Millions Again: Focusing on Green Computing and Privacy Computing, Building a Smart Future TogetherAt the three-day China Computer Conference CNCC2024, Ant Group announced continued funding for research development, launching the third phase of the "CCF-Ant Group Research Fund" with two research themes focusing on green computing and privacy computing. The release of this fund highlights Ant Group's determination to drive technological advancement and sustainable social development, as well as its vision of collaborating closely with academia to build a smart future together...

Japan's Chip Strategy: A Game of Technological Security and Massive InvestmentAs the global chip war intensifies, even Japan has begun to make aggressive moves, planning to build chip factories on its own soil. This maneuver has sparked widespread attention, drawing scrutiny to the underlying motives behind it...