Sources: Apple plans to use TSMC’s next generation N3E 3-nm chipmaking technology for the A17 chips in some of its 2023 iPhones and M3 chips for Macs (Cheng Ting-Fang/Nikkei Asia)

Cheng Ting-Fang / Nikkei Asia:
Sources: in a first, Apple plans to move some MacBook production to Vietnam in 2023, asking Foxconn to begin as early as May, to further diversify from China  —  iPhone maker aims to have ‘out of China’ production alternatives for key products  —  TAIPEI — Apple plans to move …

Cheng Ting-Fang / Nikkei Asia:
Sources: Dell aims to stop using chips made in China by 2024 and tells suppliers to significantly reduce the number of all China-made components in its products  —  ‘This trend looks irreversible,’ supplier exec says of tech industry’s production shift  —  TAIPEI — U.S. computer maker Dell aims …

Cheng Ting-Fang / Nikkei Asia:
Huawei licenses key 5G tech to Oppo, amid a US crackdown, and says it has patent cross-licensing deals with 20 companies, including extended deals with Samsung  —  Chinese tech giant keen to make the most of its trove of intellectual property  —  PHOENIX, U.S. — Huawei Technologies …

Nikkei Asia:
Sources: Apple freezes plans to use memory chips from China’s YMTC in its products, including iPhones, following the latest US export restrictions  —  Company previously planned to put Chinese-made memory in some iPhones

Ryosuke Eguchi / Nikkei Asia:
Japanese chipmaker Kioxia Holdings and US’ Western Digital open a new ~$6.79B flash memory fab in Mie Prefecture, amid a market downturn for memory chips  —  Chipmaker opts for production cut but bullish on facility investment  —  TOKYO — Japanese chipmaker Kioxia Holdings on Wednesday opened …

Nikkei Asia:
Sources detail Huawei’s plans to stealthily build a domestic chip supply chain with partners in Beijing, Wuhan, Qingdao, and Shenzhen, investing over $55.8B  —  Battered by sanctions, Huawei leads the way in stealthily building a domestic semiconductor supply chain