📊Executive Summary

The article discusses how U.S. sanctions intended to hinder China's semiconductor industry may be inadvertently strengthening it. Despite trade agreements, tensions remain high, particularly affecting Taiwan's IC substrate manufacturers. Companies like Unimicron are facing reduced capacity utilization in China due to tightened restrictions, while Zhen Ding Technology reports a 30% year-over-year revenue increase in its substrate division, driven by a focus on local production. The article suggests that U.S. measures may be accelerating China's semiconductor ambitions, creating a more resilient ecosystem despite sanctions. This shift in dynamics could impact procurement strategies, especially for companies relying on Taiwanese suppliers....