This Week's IC Sector Developments: Trump proposes to impose 100% new tariffs on China starting November 1 and implement export controls on 'all critical software,' covering core areas such as operating systems and databases. The UK has added 11 Chinese entities (including multiple electronic component distributors) to its sanctions list, citing support for Russian energy entities. Zhejiang Jianwenlu Semiconductor has gone bankrupt, with its 5G RF project failing due to price wars and financing difficulties. US tech giants such as Microsoft, Google, and Amazon are accelerating the relocation of production out of China. Microsoft has required its suppliers to produce Surface laptops and servers outside China starting from 2026, while Google is expanding server production in Thailand.
