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US-China Semiconductor Competition & Trade Tensions

The US and China are locked in an escalating battle over semiconductor supply chains, access to advanced chips, and manufacturing capabilities, with tariffs, export controls, and alternative sourcing reshaping the global tech industry.

5 stories · since Aug 4

Combined activity · last 5 days peak 7/hr

Peak 7 items in one hour at Aug 9, 6 AM; 29 items over 5 days Aug 4, 4 PM — 1 itemAug 4, 5 PM — no itemsAug 4, 6 PM — no itemsAug 4, 7 PM — no itemsAug 4, 8 PM — no itemsAug 4, 9 PM — no itemsAug 4, 10 PM — no itemsAug 4, 11 PM — no itemsAug 5, 12 AM — 1 itemAug 5, 1 AM — no itemsAug 5, 2 AM — no itemsAug 5, 3 AM — no itemsAug 5, 4 AM — no itemsAug 5, 5 AM — no itemsAug 5, 6 AM — no itemsAug 5, 7 AM — 1 itemAug 5, 8 AM — no itemsAug 5, 9 AM — no itemsAug 5, 10 AM — no itemsAug 5, 11 AM — no itemsAug 5, 12 PM — no itemsAug 5, 1 PM — no itemsAug 5, 2 PM — no itemsAug 5, 3 PM — no itemsAug 5, 4 PM — no itemsAug 5, 5 PM — no itemsAug 5, 6 PM — no itemsAug 5, 7 PM — no itemsAug 5, 8 PM — no itemsAug 5, 9 PM — no itemsAug 5, 10 PM — no itemsAug 5, 11 PM — no itemsAug 6, 12 AM — no itemsAug 6, 1 AM — no itemsAug 6, 2 AM — no itemsAug 6, 3 AM — no itemsAug 6, 4 AM — no itemsAug 6, 5 AM — no itemsAug 6, 6 AM — no itemsAug 6, 7 AM — no itemsAug 6, 8 AM — no itemsAug 6, 9 AM — no itemsAug 6, 10 AM — no itemsAug 6, 11 AM — no itemsAug 6, 12 PM — no itemsAug 6, 1 PM — no itemsAug 6, 2 PM — no itemsAug 6, 3 PM — no itemsAug 6, 4 PM — no itemsAug 6, 5 PM — no itemsAug 6, 6 PM — no itemsAug 6, 7 PM — no itemsAug 6, 8 PM — 1 itemAug 6, 9 PM — no itemsAug 6, 10 PM — no itemsAug 6, 11 PM — no itemsAug 7, 12 AM — no itemsAug 7, 1 AM — no itemsAug 7, 2 AM — no itemsAug 7, 3 AM — no itemsAug 7, 4 AM — no itemsAug 7, 5 AM — 1 itemAug 7, 6 AM — 1 itemAug 7, 7 AM — no itemsAug 7, 8 AM — no itemsAug 7, 9 AM — no itemsAug 7, 10 AM — no itemsAug 7, 11 AM — no itemsAug 7, 12 PM — no itemsAug 7, 1 PM — no itemsAug 7, 2 PM — no itemsAug 7, 3 PM — no itemsAug 7, 4 PM — no itemsAug 7, 5 PM — 1 itemAug 7, 6 PM — no itemsAug 7, 7 PM — no itemsAug 7, 8 PM — no itemsAug 7, 9 PM — no itemsAug 7, 10 PM — no itemsAug 7, 11 PM — 1 itemAug 8, 12 AM — no itemsAug 8, 1 AM — no itemsAug 8, 2 AM — no itemsAug 8, 3 AM — no itemsAug 8, 4 AM — no itemsAug 8, 5 AM — no itemsAug 8, 6 AM — no itemsAug 8, 7 AM — no itemsAug 8, 8 AM — no itemsAug 8, 9 AM — no itemsAug 8, 10 AM — no itemsAug 8, 11 AM — no itemsAug 8, 12 PM — no itemsAug 8, 1 PM — no itemsAug 8, 2 PM — no itemsAug 8, 3 PM — no itemsAug 8, 4 PM — no itemsAug 8, 5 PM — no itemsAug 8, 6 PM — no itemsAug 8, 7 PM — 1 itemAug 8, 8 PM — no itemsAug 8, 9 PM — no itemsAug 8, 10 PM — no itemsAug 8, 11 PM — no itemsAug 9, 12 AM — no itemsAug 9, 1 AM — no itemsAug 9, 2 AM — no itemsAug 9, 3 AM — no itemsAug 9, 4 AM — no itemsAug 9, 5 AM — no itemsAug 9, 6 AM — 7 itemsAug 9, 7 AM — 5 itemsAug 9, 8 AM — no itemsAug 9, 9 AM — no itemsAug 9, 10 AM — no itemsAug 9, 11 AM — 1 itemAug 9, 12 PM — 6 itemsAug 9, 1 PM — 1 itemAug 9, 2 PM — no itemsAug 9, 3 PM — no itemsAug 9, 4 PM — no itemsAug 9, 5 PM — no itemsAug 9, 6 PM — no itemsAug 9, 7 PM — no itemsAug 9, 8 PM — no itemsAug 9, 9 PM — no items 7 items · 6 AM
Aug 5Aug 6Aug 7Aug 8Aug 9

How the narrative developed 5 stories

  1. Aug 9
  2. BusinessRunning 6h

    Apple Tests China's CXMT Memory Chips Amid AI-Driven Supply Crunch

    WSJ reports Apple is trialing memory components from China's largest chipmaker CXMT for iPhones and MacBooks sold in China.

    Peak 7 items in one 3h at Aug 9, 10 AM; 16 items over 5 days 16 items3 engagement5 sources
  3. Running 1h

    CXMT Says No Thank You to Apple’s Demand For A Price Cut, as Huawei And Xiaomi Hand It Rare Leverage

    Peak 2 items in one 3h at Aug 9, 4 AM; 3 items over 5 days 3 items0 engagement1 source
  4. Aug 7
  5. Running 1d

    Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting …

    Peak 1 item in one 3h at Aug 7, 4 AM; 2 items over 5 days 2 items0 engagement2 sources
  6. Aug 6
  7. Running 21h

    Trump imposes 15% tariff on key chip material to counter China

    Peak 1 item in one 3h at Aug 6, 7 PM; 3 items over 5 days 3 items0 engagement3 sources
  8. Aug 4
  9. TechRunning 4d

    Samsung, SK Hynix test Chinese AMEC tools as US export curbs bite

    South Korean chipmakers are evaluating equipment from China's AMEC for their Chinese fabs, while AMEC targets 60% of China's advanced chip-tool market within five years.

    Peak 1 item in one 3h at Aug 5, 7 AM; 5 items over 5 days 5 items156 engagement3 sources