Beijing’s push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen domestic competitiveness and reduce foreign dependency, consolidation talks are stalling over valuation gaps, equity disputes, and politically charged local interests, highlighting how national ambition is being dragged down by fragmented governance.
Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the impact of China’s low-cost electric vehicles (EVs) rippling far beyond its borders and reshaping global supply chains.
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