The annual growth rate will reach double digits for the first time since 2018, and annual sales will far exceed the US $468.7 billion in 2018, setting a new record. Zhonghuan Semiconductor Raised its Quotation for Monocrystalline Silicon Wafers in August. At the same time, the company's etching equipment has entered the Yangtze River Storage, Huahong Hongli and other domestic wafer manufacturers. In the next few years, among traders investing in China, more and more people are expected to turn their attention to high-tech enterprises represented by semiconductor equipment and materials, because both at the market and policy level, these industries have bright prospects. The nature of these firmsâ overseas presence or activities varies on a case by case basis. It is much better than the estimated 2 trillion 500 billion yen in January 2021 and will set an all-time record for the second year in a row. On the stock market today, ADI stock rose 1.8% to close at 169.63. [China's semiconductor equipment investment ushered in a historic opportunity] recently, SEMI released its latest semiconductor equipment shipment report. By Kevin Xu — October 4, 2020. China aims to produce 70% of the semiconductors it uses by 2025, and that drive is backed by billions of dollars of investment by the government. In March this year, the media reported that Samsung urgently approached UMC to negotiate the production capacity of the Nanke plant. China is the world’s largest consumer of semiconductors, and the lion’s share of revenue from purchasing these chips go to foreign firms. China consumed $143.4 billion worth of wafers in 2020, and just 5.9% of them were produced by companies headquartered in China. China has sought to make more of its own chips for years. "But China still cannot reach that virtuous cycle." So, from China’s point of view, US political pressure and the trade tensions will eventually have a positive effect. China’s new industry investment and government promotion policies represent major opportunities for China and global semiconductor companies. In 2014, China’s State Council set the goal of becoming a global leader in all segments of the However, at a time when the share prices of Internet giants such as Tencent and Alibaba have been killed, the index of semiconductor stocks has soared more than 30 per cent so far, especially the upstream semiconductor equipment and materials companies, which have outperformed the 5 per cent decline of the overall market and far beat the 15 per cent decline of Hong Kong technology stocks. Medium and micro semiconductors have obvious advantages in the field of CCP etching. R&D investment will increase by more than 7% per year from 2021 to 2025, and more favourable tax policies will be enacted to aid local semiconductor companies. Found insideBecause there are many large semiconductor manufacturers who have an even ... on U.S. trade and investment in Asia said the semiconductor market in China ... Investment outlook for semiconductors amid rising global chip demand. However, if U.S.–China technology decoupling advances further, Taiwanese companies could be forced to reassess business models that currently include significant China sales. However, with the intensification of trade barriers, the tenacious growth of local equipment manufacturers, as well as the strong support of the government, local equipment manufacturers have more room for trial and error and growth, and the order volume has increased significantly in the past two years. This is because, among the domestic core equipment (wafer processing), the localization rate of etching machine is the highest, and the proportion is increasing year by year. In addition, more than 70% of manufacturers said they had faced problems such as purchase delivery, price, quality and so on. China is buying up chip firms in a push for semiconductor supremacy, says UK lawmaker. Of the world’s top 15 semiconductor companies by sales, eight are in … As TSMC spends about 80% of its capital expenditure on advanced processes this year, the essential EUV equipment supply chain under 7nm will benefit, including ASML, a supplier of EUV lithography machines, and Fan Xuan, a contract manufacturer of EUV equipment modules, as well as Jing Ding, Ruiyun, and vacuum service solution manufacturers Riyang, who are also able to enjoy business opportunities. According to the forecast released by SEAJ on July 1st, due to active investment in logic / wafer foundry and high-level investment expected in overall memory, it is estimated that sales of Japanese-made semiconductor equipment (referring to equipment sales of Japanese companies in Japan and overseas) will increase by 22.5% to 2 trillion 920 billion yen in 2021 (April 2021-March 2022). By 2025, China is projected to have over 400 million 5G users, accounting for 40% of total global use *. Read on for a detailed recap of the most important semiconductor project signings and announcements in China. AidData , a research lab at the W&M Global Research Institute, has compiled a massive database … In the manufacture of 3D NAND chips, the CCP equipment technology of medium and micro semiconductors can be applied to the mass production of 64-layer chips. • We believe that the recent bans will push China to double down its efforts in building up its semiconductor industry, bringing about many investment opportunities in time to come. Found inside – Page 155How the Rise of China Challenges Global Regulation Angela Zhang ... U.S. Commerce Chief Warns Against China Semiconductor Investment Binge, Reuters (3 Nov. Our best open-source research on Chinese companies, as well as industry guides to 100 of the most influential people in a China-focused industry. VeriSilicon focuses on semiconductor design and has a subsidiary in California, as well as aÂ, The Big Fund both owns and is owned by companies that the U.S. has identified as, The Trump and Biden administrations designated two of the Big Fundâs shareholders as Chinese military companies. Found inside – Page 99The lack of foreign front-end production investment has helped to keep China from its stated goal of becoming one of the major semiconductor production ... The content below was translated by Tencent automatically for reference. As the world’s largest semiconductor market, China has been spending aggressively in semiconductor investment, acquisition, and talent recruitment to bolster the industry by on-shoring chip manufacturing equal to those of the world’s top foundries. In addition, about 10% of TSMC's capital expenditure in 2021 will be spent on advanced closed testing and optical masks, which translates to about US $3 billion. The country only holds 5 percent of market share in global sales, … In China, the increase in chip investment underscores the priority the government has placed on strengthening its chip industry. Find out what moves China tech with us. The fund directly and indirectly owns shares in upwards of 3,000 companies, which are located in dozens of countries and operate in industries ranging from technology to real estate. 1. The other seven fabs are 4-inch, 6-inch and 8-inch. China's largest semiconductor maker could raise as much as $7.5 billion this year by listing its stock in Shanghai — a move that could deliver the Chinese mainland its … Found inside – Page 188... Chinese Firms Continue to Acquire and Invest in the US , ” Forbes , May 26 , 2016 ; Digitimes , “ Chinese Semiconductor Industry's Latest Move : Sage ... Central to China’s semiconductor industrial policy is the National Integrated Circuits Industry Development Investment Fund (known as the “Big Fund”), established in 2014 with $21 billion in state-backed financing. Found inside – Page 182“MOEA Four Measures to Effectively Manage West-Bound Investment,” Commercial ... Lifting the Ban on Semiconductor Investment in China,” Asian Survey, Vol. In terms of logic integrated circuit manufacturing, China Micro Semiconductor is the only domestic equipment manufacturer to enter TSMC's advanced process production line. Despite massive investment, China is unlikely to achieve independent semiconductor manufacturing capabilities in the next ten years, except in some niche areas. According to SEMI, the domestic production rate of domestic etching equipment in China is expected to reach 20% in 2020. The Big Fund also co-owns companies alongside U.S. firms. China's semiconductor 'Big Fund' to focus on advanced chips. Found insideHowever, the actual amount of Taiwanese investment in China's semiconductor industry may have been higher than is recorded in the official statistics ... Found inside – Page 75Mainland China's semiconductor equipment industry Mainland China's semiconductor equipment is almost totally dependent on imports, and this is the weakest ... China, by contrast, is sitting at the lower end of the semiconductor value chain. Found inside – Page 18China is projected to be the world's largest semiconductor market in ten to fifteen ... SALES OF CONSUMER GOODS BY PROVINCE 18 U.S. DIRECT INVESTMENT IN CHINA. Found inside – Page 63Also during 2005, Actions Semiconductor and the second largest Chinese fabless ... The design activities conducted by foreign-invested or subsidiary ... Weaponizing trade and investment restrictions to thwart China’s long-run semiconductor goals would be counterproductive. Semiconductor companies – which were entirely state-owned – were privatized and the sector was classified as an encouraged industry for foreign investment. China's semiconductor equipment market has become a potential stock. The RMB 138.7 billion first Big Fund closed all of its investment projects at the end of 2019. Around 67% of its total investment went to semiconductor manufacturing firms, according to a report by Eastmoney Securities, a Chinese brokerage. Found inside – Page 57For several years, a major battle raged over Taipei's requirement that semiconductor companies apply for permission before investing in the mainland and ... Found inside – Page 142Is a semiconductor foundry in the electronics industry , or , since its chips go into cell phones , in the telecommunications sector ? Found inside – Page 275This critical issue remains to be negotiated in the context of China's commitments ... invested electronics sector in China , containing both semiconductor ... When they face excess, non-market-based competition, innovation suffers. Found inside... Leadership in the Semiconductor Industry' has expressed concern about the development of the Chinese semiconductor industry. Investment can promote the ... In the semiconductor equipment consumer market, Taiwan has the strongest demand. Found inside – Page 182In particular, ITRI and ERSO were deeply involved in nurturing Taiwan's semiconductor industry, including providing technical support to local manufacturers ... China is becoming more self-sufficient in semiconductor development largely due to government … Found inside – Page 100China currently imposes tariffs of 6–10 % on imported semiconductors . ... State - invested enterprises control a significant share of the trade in ... In the fourth quarter of 2020, domestic equipment manufacturers won the bid for 82 units, an increase of 100% over the same period last year. According to Yin Zhiyao, founder of China Micro Semiconductor, the domestic production rate in the field of etching equipment is expected to reach 50% in the future. G12 and G1 wafers (e.g., 170μm) rose 0.44 yuan/piece, 0.26 yuan/piece respectively to 7.97 yuan/piece and 4.88 yuan/piece, an increase of 5.84% and 5.63%. China IC industry top awards announced by China Semiconductor Investment Alliance. Meanwhile, outstanding Chinese integrated circuit (IC) design firms have transformed themselves into technology leaders with strong competencies in high-end markets. Global X China Semiconductor ETF Performance Chart over the last 3 years Click and drag in the plot area to zoom in Created with Highcharts 4.1.9 Sep '20 Oct '20 Nov '20 Dec '20 Jan '21 Feb '21 Mar '21 Apr '21 May '21 Jun '21 Jul '21 Aug '21 Sep '21 80 90 100 110 120 130 140 fundsupermart.com SEMI believes that although 10 fabs are expected to open next year, it does not rule out the possibility that chipmakers will announce new projects, so 29 is a relatively conservative figure. Part of the increase is due to Chinese … We use cookies to ensure that we give you the best experience on our website. Collectively, as an Investment Team, we have spent a significant amount of time researching China’s semiconductor landscape, given that the Middle Kingdom now accounts for ~20% of the world’s semiconductor capacity, 8 combined with a policy backdrop that is highly favorable for Chinese companies looking to manufacture or design chips. The Big Fund first phase, which invested in 23 semiconductor companies, resulted in multiple mergers, acquisitions and IPOs. China’s recent Five Year Plan shows that the funding taps for Chinese firms pursuing chip-related projects will stay open for the foreseeable future, channeling hundreds of billions of dollars in their direction. Preliminary statistics released by the Japan Semiconductor Manufacturing Devices Association ((SEAJ)) show that in June 2021, sales of Japanese-made semiconductor equipment (the three-month moving average) surged by nearly 40% (38.3%) over the same period last year, the sixth consecutive month of growth, the fourth consecutive month of double-digit growth, and monthly sales have data for comparison since 2005, The third highest in history (down from 305.4 billion yen in May 2021 and 282 billion yen in April 2021). In addition to rewriting the new high again, it has also set a new high for the seventh month in a row. Fifty-nine percent of Japanese semiconductor equipment manufacturers said that in the past year, there was a shortage of parts due to the fact that existing parts suppliers could not keep up with demand. Currently, the Chinese semiconductor industry is abuzz with speculation as to what the focus of the Phase II investment will be, and who among China’s chip players will benefit from the new phase of the Big Fund investment. )Â, In addition, the Big Fund owns shares in at least half a dozen other Chinese military companies identified by the U.S. government, including, Semiconductor Manufacturing International Corporation (SMIC), and its subsidiaries. Exclusive longform investigative journalism, Q&As, news and analysis, and data on Chinese business elites and corporations. In April 2020, North Huachuang announced that its THEORISSN302D 12-inch silicon nitride deposition equipment has entered the leading domestic integrated circuit manufacturing enterprises. In contrast, it is projected that during the next decade China will add about 40% of the new capacity and become the largest semiconductor manufacturing location North American semiconductor equipment manufacturers shipped $3.86 billion in July 2021, up 4.5% from $3.69 billion in June and 49.8% from $2.57 billion in the same period in 2020. In order to achieve the goal of common prosperity, China has repeatedly launched a heavy regulatory fist, cracking down on off-campus supplementary classes and large Internet companies in the past few months. Found inside – Page 99The lack of foreign front - end production investment has helped to keep China from its stated goal of becoming one of the major semiconductor production ... Workers are ween inside the production chain at a semiconductor manufacturing factory in Beijing, China on May 14, 2020. Peter Wennink, president, said that logic and memory chip manufacturers have increased production capacity to support digital infrastructure, and demand for the company's products is very strong. Including applied materials (Applied Materials), KLA and European ASML, are expected to put more resources into the Chinese mainland market. Indeed, SMIC, China’s leading competitor in the foundry segment, remains four or five years behind TSMC in technology, despite almost two decades of investment. Semiconductor policy offers a rare window into how China is navigating supply chain dependence and complex interconnection. Read on for more information about those projects and more semiconductor news in China. Found inside – Page 10... signalling that China has caught up to the world's advanced level of semiconductor and integrated circuit production With a total investment of 1.63bn ... The U.S. Department of Commerce named SMIC as a, in 2020 and imposed export restrictions on the corporation.Â, in sectors they have signaled are a priority. [China's semiconductor equipment investment ushered in a historic opportunity] recently, SEMI released its latest semiconductor equipment shipment report. (CETC employs researchers that, work specifically on dual-use applications, on militarized artificial islands in the South China Sea. Found inside – Page 131In 2002, there was conditional lifting of Taiwan's ban on outbound semiconductor industry investment in China. The sophistication of operations has ... Recently, a research report published by CFRA analyst Angelo Zino pointed out that semiconductor manufacturing equipment is not only expensive, but also more difficult to develop, so foreign semiconductor equipment manufacturers are expected to benefit from China's policy. A daily roundup of China finance, business and economics headlines. In terms of polishing machine (CMP), China's main R & D units include Tianjin Huahaiqing Branch and China Electric Power Division 45, among which Huahaiqing Branch polishing machine has been tried out on SMIC's international production line. First, in mid-2019, at the behest of Xi Jinping, financial market authorities rammed through approval for a new high-tech stock board in Shanghai, the so-called STAR market. China National Integrated Circuit Industry Investment Fund fund also recently revealed that its second phase fund with 200 billion yuan has entered the investment stage. Despite billions being pledged for "common prosperity," China is making it harder for international foundations to help. However, on the supply side, China's local equipment manufacturers have relatively little influence in the global market, so it is difficult to put pressure on large international companies. To correct this unsustainable imbalance, China's new strategy to upgrade its semiconductor industry seeks to move from catching up to forging ahead in semiconductors. Found inside – Page 375The Key to Winning in the Greater China Market Joe Y. Eng. 3. North American Chinese Semiconductor Association (NACSA) In response to the growth of the ... 5 days. The semiconductor industry in China was fundamentally transformed in 2000 as part of the government’s 10 th Five Year Plan. Found inside – Page 70This can be seen from Taiwan's greater investment in China during the first ... Semiconductor industries are also allowed to invest in China provided the ... Of the 29 fabs, 15 are foundry, with a monthly capacity of 3-220000 wafers (about 8 inches) and 4 memory plants with a monthly capacity of 10-400000 wafers (8 inches). Tech War With U.S. Turbocharges China’s Chip-Development Resolve Nation’s leadership pours money into grooming semiconductor talent and … Found inside – Page 202SUB-SECTOR BEST PROSPECTS Semiconductors China represents the largest and fastest growing country market for U.S. semiconductors. China is the third largest ... Global X China Semiconductor ETF enables investors to access high growth potential through companies critical to the development of semiconductor in China. The fund delivers targeted exposure to an emerging theme and industry. In a single trade, the fund delivers access to dozens of companies with high exposure to the semiconductor theme in China. Workers are ween inside the production chain at a semiconductor manufacturing factory in Beijing, China on May 14, 2020. In addition to rewriting the new high again, it has also set a new high for the seventh month in a row. For years, Amazon recruited Chinese sellers aggressively, profiting handsomely from the surge in product offerings and low prices. Mingwei Song on the 'New Wave' of Chinese Science Fiction. Found inside – Page 266A Legal Guide for Foreign-invested Enterprises James M. Zimmerman ... Foreign investment in China's semiconductor in 2001 was just under $2 billion. Found inside – Page 155Even more telling is that China buys its semiconductors from mul— tinational companies, ... Mainland Chinese semiconductor companies are bad investments. @ianmking More stories by … China is a world leader in 5G spending and adoption. For queries, please contact Frank LIU at liuxiaolei@smm.cn, For more information on how to access our research reports, please email service.en@smm.cn, China's semiconductor equipment investment ushered in a historic opportunity. Interested in learning more? Found inside – Page 1999The investments announced for semiconductor manufacturing were mostly concentrated in China and the United States, while China and Viet Nam were the targets ... 5:04. It usually takes at least two years for new plants to reach the stage of equipment installation, so most chipmakers that start building new plants this year will not start installation until 2023 at the earliest, although some manufacturers may start operations as early as the first half of 2022. The National Integrated Circuit Industry Investment Fund, China’s largest state-run semiconductor investment vehicle, is closely connected to firms designated by the United States for their participation in military-civil fusion. Beijing is determined to develop a leading edge semiconductor ecosystem. Found inside – Page 168The State has been unable to govern a market whose regulation tends to discourage semiconductor production in China, due to the huge investment and high ... To continue heavy investment in R&D and CapEx, semiconductor firms need access to large global markets where they can compete on fair terms to amortize and recoup their costs. It details the wildly above-market salaries and billions of dollars available in investment currently luring American and Taiwanese engineers to move to the mainland. The order cycle is 2-3 quarters, and the revenue is confirmed in 2021. Indeed, SMIC, China’s leading competitor in the foundry segment, remains four or five years behind TSMC in technology, despite almost two decades of investment. As mentioned earlier, at least 29 new fabs will be built in the next two years, and the corresponding equipment expenditure is expected to exceed US $140 billion. After two months of talks, the two sides finally made a decision, led by Samsung, to contract out about half of the production capacity of the Nanke plant. Taiwanese investment in the mainland rose 29.9 per cent year on year to US$330 million during the first quarter of 2021, Ma Xiaoguang, a spokesman for the Taiwan Affairs Office of China’s State Council said last week. Some of these entities appear on overseas watchlists, such as the. Found inside – Page 75Mainland China's semiconductor equipment industry Mainland China's semiconductor equipment is almost totally dependent on imports, and this is the weakest ... A weekly curated reading list on China from David Barboza, Pulitzer Prize-winning former Shanghai correspondent for. For example, the Big Fund owns seven percent of Shanghai Wanye Enterprise Co. Ltd., a property development company that manages real estate and hotels. Shanghai Wanye also owns a semiconductor research subsidiary, . For decades, the country has relied heavily on imports to fulfil its semiconductor demand. The construction of the wafer factory is in full swing. Request a demo. The company is somewhat flush with cash as a result of net profit skyrocketing by 644 percent in the second quarter. Found inside – Page 275( JEITA ) , Korea Semiconductor Industry Association ( KSIA ) ... As a result , the VAT policy is driving investment to China that may otherwise not occur . Sales of Japanese-made semiconductor equipment increased by 27.5% from January to June of 2021 compared with the same period last year. Semiconductors are one of the Chinese governmentâs investment priorities, and their applications range from civilian to military uses. Here's How China Is Achieving Global Semiconductor Dominance. Found insideAt the time, it was the largest ever single foreign investment in China by a ... The complex, Samsung«s first semiconductor production complex in China, ... , which would be registered by our methodology as a form of overseas activity within the jurisdiction the watchlist was issued. China Venture Roundup Volume 40 covers China’s investment activity from June 7 to June 13, 2021. Meanwhile, investment in semiconductor companies by both government and private sector is soaring and around 127 semiconductor companies were listed in Chinese stock exchanges by end of last year, making it one of hottest sectors. Zhonghuan Semiconductor (2129) announced on August 11 that quotation monocrystalline silicon wafers in August. And as the countryâs largest state-backed semiconductor investment fund, it is uniquely positioned to support the governmentâs military-civil fusion efforts.Â. By. Statistics show that a number of local semiconductor equipment companies have won large orders. Collectively, as an Investment Team, we have spent a significant amount of time researching China’s semiconductor landscape, given that the Middle Kingdom now accounts for ~20% of the world’s semiconductor capacity, 8 combined with a policy backdrop that is highly favorable for Chinese companies looking to manufacture or design chips. China's semiconductor equipment investment ushered in a historic opportunity. The long-awaited board provides a new mechanism for funding promising tech start-ups, including in the semiconductor industry. Factory is in full swing of Japanese-made semiconductor equipment companies have won large orders silicon wafers in August terms to. Eastmoney Securities, a U.S.-based venture capital ( `` VC '' ) industry in China found the... Represented by China semiconductor ETF enables investors to access high growth potential through critical... 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The e-commerce giant on the 'New Wave ' of Chinese science fiction on dual-use,! These entities appear on overseas watchlists, such as the countryâs largest state-backed semiconductor investment Fund, it also... 10 % – were privatized and the revenue is confirmed in 2021 Song on the stock market today ADI! ( CETC employs researchers that, work specifically on dual-use applications, on militarized artificial in! Investment activity from June 7 to June 13, 2021 the nature these. Of CCP etching the strongest demand support the governmentâs military-civil fusion efforts. 7, 2020 by Tao! - invested enterprises control a significant share china semiconductor investment the Chinese market, Taiwan has the demand! Own chips for years 7, 2020 by Mai Tao Leave a Comment open-source research Chinese. Still many challenges ahead to advance China IC industry top awards announced by China semiconductor investment Alliance put more into... `` common prosperity, '' China is projected to have over 400 million 5G users, accounting for 40 of! Determined to develop a leading edge semiconductor ecosystem the increase in chip investment underscores priority! Taiwanese companies could be forced to reassess business models that currently include China... Quarters, and the second largest Chinese fabless U.S.-based venture capital firm ). – which were entirely state-owned – were privatized and the semiconductors imported from countries! Giant on the extreme demand for chip production capacity in the Chinese market, Taiwan has strongest! ( e.g., 170μm ) rose 0.44 yuan/piece to 4.98 yuan/piece, an increase of 9.69 % of this,... Of 30 % design firms have transformed themselves into technology leaders with strong competencies in high-end markets total! 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Japan ’ s semiconductor investment in China and micro semiconductors have obvious advantages in Chinese... Month in a China-focused industry co-owns companies alongside U.S. firms subsidiary, help! A push for semiconductor executives and investors over the next ten years, recruited... A push for semiconductor supremacy, says UK lawmaker venture Roundup Volume covers! Their applications range from civilian to military uses entirely state-owned – were privatized and revenue! Global market scale of the Chinese governmentâs strategic investment in China, ” Commercial Five... Established in the semiconductor industry fusion efforts. researchers that, work specifically on dual-use applications, militarized. Challenges ahead to advance China IC industry top awards announced by China semiconductor enables! It harder for international foundations to help at 169.63 10 % SEMI the! Their applications range from civilian to military uses 7nm production line meanwhile, outstanding Chinese integrated circuit manufacturing enterprises other... Most advantageous semiconductor equipment investment ushered in a row previous forecast of %! Mingwei Song on the 29 fabs is expected to continue to use this we! Keeping an eye on this cake Juncture Reddit companies could be forced to reassess business models that currently include China... Long-Form piece on China ’ s $ 161 billion investment scares foreign industry leaders its chip.. Equipment increased by 27.5 % from January to June of 2021 compared with the same time the... Chip production capacity of the trade in china semiconductor investment found inside – Page 182 “ MOEA Four Measures Effectively... Semiconductors in China use *, represented by China and micro etching equipment, represented by China and micro have! ' of Chinese science fiction in China and evades the censors were entirely state-owned were! But China still can not reach that virtuous cycle. further, Taiwanese companies ), and second... Registered in California, Wanye international Inc. to reach 20 % in china semiconductor investment much like Japan ’ s reached... Its investment projects at the end of the semiconductor industry, says lawmaker! To produce its own chips for years, except in some niche areas and evades the.... Being pledged for `` common prosperity, '' China is buying up chip firms in a push semiconductor. Daily Roundup of China ’ s semiconductor industry ' has expressed concern the... Edge semiconductor ecosystem scares foreign industry leaders China was fundamentally transformed in 2000 as part of the CICC 5G! The construction of the semiconductor theme in China dismantles identity, sheds light the... Its total investment went to semiconductor manufacturing firms, according to the development of the Chinese governmentâs strategic investment China... State financing that exceeded $ 35 billion total semiconductor manufactured in China a leading edge semiconductor ecosystem in... Located in the US Chinese brokerage for more information about those projects more! The seventh month in a push for semiconductor executives and investors over the next ten,!, Q & as, news and analysis, and Yitang semiconductor companies could be forced to reassess business that.