A Chinese production of integrated circuits (IC) recorded an increase of 8.7% in November, totaling 37.6 billion units, as indicated by the National Bureau of Statistics (NBS).
This growth marks a significant slowdown, being the first single-digit increase recorded this year. In the first 11 months of 2023, accumulated IC production reached 395.3 billion unitsan increase in 23,1% compared to the same period of the previous year.
The semiconductor sector, essential in the technological dispute between the United States and China, faces new challenges due to intensified restrictions imposed by the USA.
This month, Washington tightened restrictions on China’s chip sector, implementing export controls on 24 types of chipmaking equipment and three categories of critical software.
Additionally, 140 Chinese semiconductor-related entities were added to the US trade blacklist. As a countermeasure, Beijing launched an antitrust investigation against Nvidia, an American giant in the sector.
The Chinese IC industry has benefited from high demand from sectors such as robotics and electric vehicles. NBS data shows that the country’s industrial robotics production grew 29.3% in November year-on-year, while electric vehicle production expanded 51.1%.
Furthermore, IC exports during the first 11 months of the year increased by 11.4%, reaching 271.6 billion units. The value of these exports reached almost US$145 billion, an increase of 18.8% compared to the previous year.
Source: https://www.ocafezinho.com/2024/12/17/china-abarrota-seu-estoque-de-chips-em-meio-a-guerra-tecnologica-contra-os-eua/
