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3 weeks ago | 
caixinglobal.com | Luo Guoping |Qin Min |Bao Yunhong |Sun Yanran
Explore the story in 3 minutesYangshan Port near Shanghai, once a hub of bustling container activity, has experienced a severe slowdown due to the escalating U.S.-China trade conflict. By April 10, cargo sat idle, shipping schedules were canceled, and freight rates fell on key China-U.S. trade routes [para. 1][para. 2][para. 3]. This turnaround highlights the growing economic consequences of U.S. tariff hikes, which surged from 54% on April 2 to 145% by April 10.
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4 weeks ago | 
caixinglobal.com | Qin Min |Lu Zhenhua
00:00/00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x China has named a new international trade negotiation representative at the Ministry of Commerce amid escalating tariff tensions with the United States. Li Chenggang, 58, China’s ambassador to the World Trade Organization, has replaced 59-year-old Wang Shouwen, who took the post in 2022. The ministerial-level role oversees all of the country’s trade talks with its partners.
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4 weeks ago | 
caixinglobal.com | Qin Min |Lu Zhenhua
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China has named a new international trade negotiation representative at the Ministry of Commerce amid escalating tariff tensions with the United States.
Li Chenggang, 58, China’s ambassador to the World Trade Organization, has replaced 59-year-old Wang Shouwen, who took the post in 2022. The ministerial-level role oversees all of the country’s trade talks with its partners.
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Jan 24, 2025 | 
caixinglobal.com | Lu Yutong |Du Zhihang |Qin Min |Wang Xintong
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As China’s trade war with the U.S. continues to escalate, Beijing has imposed its strictest restrictions yet on exports of critical materials used in semiconductor and defense manufacturing.
On Dec.
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Dec 11, 2024 | 
caixinglobal.com | Qin Min
Explore the story in 3 minutes[para. 1] The global semiconductor industry's market value is projected to reach $1 trillion by 2030 due to the rise of generative AI, effectively doubling its current size. This rapid growth rate will necessitate improvements in production capacity and the acquisition of skilled talent.
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Dec 11, 2024 | 
caixinglobal.com | Qin Min
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The rise of generative AI will drive the market value of the global semiconductor industry to a staggering $1 trillion by 2030, doubling its market size, according to Swee Kiang Fong, founder of Malaysia-based integrated circuit design firm Skyechip.
To support this rapid growth — 16% in 2024 and another 12% in 2025 — the industry will require a huge increase in both production capacity and talent.
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Dec 7, 2024 | 
caixinglobal.com | Liu Peilin |Qin Min
文｜财新周刊 杜知航 刘沛林 覃敏
By Caixin Weekly's Du Zhihang, Liu Peilin, Qin Min
尽管早有预期，但美国这份200多页新禁令出台时点的突兀、所涉内容的深度和广度，仍令中外半导体业界震惊。
Although it was anticipated, the timing, depth, and breadth of the new 200-page U.S. ban have nonetheless shocked the semiconductor industry both domestically and abroad.
“美国未提前和企业沟通。我们总部正和美国政府方面协商管制政策的执行细则，中国区也在和每个客户沟通，希望尽量不太影响中国市场。”一名头部外资存储厂商人士在第一时间对财新回应。
"The U.S. did not communicate with companies in advance.
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Dec 4, 2024 | 
caixinglobal.com | Qin Min |Wang Xintong
Explore the story in 3 minutes[para. 1][para. 2] Recent U.S. export restrictions target China's semiconductor industry by adding 140 companies, including 136 Chinese ones, onto the Entity List, banning access to U.S. advanced chip and AI technology. These measures also limit exports of high-bandwidth memory, crucial for AI growth. However, several affected Chinese companies believe the impact will be limited on their operations. [para. 3][para.
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Dec 4, 2024 | 
caixinglobal.com | Qin Min |Wang Xintong
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Several companies in China’s semiconductor supply chain said new U.S. export restrictions aimed at crippling the country’s ability to produce advanced chips would have limited impact on their operations.
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Dec 1, 2024 | 
caixinglobal.com | Wang Duan |Qin Min |Han Wei
As global supply chains are braced for disruption following Donald Trump’s re-election, China’s chipmakers are speeding up efforts to expand production abroad to avoid potential trade barriers.
And Malaysia, with its strategic location and robust infrastructure, is becoming a popular destination.
The northwestern state of Penang has earned itself the nickname “Silicon Valley of the East” and now houses the highest concentration of integrated circuit design and R&D companies in Malaysia.
