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CHINA CHIPMAKING CURBS
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- China's DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI modelDeepSeek did not disclose whether the permanent price cut was due to increased supply of Huawei's Ascend 950 chips, which it used to maxi...
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
- US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthroughDespite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, ...
- Xi tells Trump that mishandling of Taiwan could spark conflictChinese President Xi Jinping met with US President Donald Trump for trade talks. Xi Jinping stated that trade negotiations were progressing...
- Trump, Xi set for Beijing talks with trade truce, Iran war at stakePresident Donald Trump is in Beijing for crucial talks with China's Xi Jinping. The meetings aim to boost economic ties and maintain a trad...
- Prices of Nvidia's B300 server at $1 million in China on US curbsNvidia's B300 servers have skyrocketed in price to around one million dollars each in China, fueled by an insatiable appetite for AI comput...
- US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmakerAmerica's Commerce Department has ordered several chip equipment companies to stop sending tools to China's Hua Hong. This move targets fac...
- Acko's $250 million IPO; Infosys' market cap plungeNew-age insurer Acko will soon confidentially file draft papers for its stock market debut. This and more in today's ETtech Top 5.
- AI boom drowns out war fears to fuel Asia’s great market divideAsia's markets are split: South and Southeast Asia grapple with rising oil prices impacting trade and stocks, while North Asia's tech giant...
- China expands economic pressure tools in US rivalry ahead of Trump–Xi summitChina is building new economic pressure tools against the United States. Beijing has enacted laws to punish foreign firms shifting supply c...
- Nvidia rival Cerebras discloses US IPO filing as AI boom drives listingsCerebras Systems revealed its filing for a US initial public offering on Friday, bringing the Nvidia rival closer to the public markets as ...
- Nvidia CEO Jensen Huang warns against curbs on US chip sales to ChinaNvidia chief executive Jensen Huang has cautioned against US restrictions on advanced chip exports to China, warning that the curbs are acc...
- US lawmakers scale back bill targeting Chinese chipmakingA US bill to limit China's access to advanced chipmaking equipment has been modified. The legislation still aims to restrict ASML's deep ul...
- ASML investors bet on 'picks and shovels' of AI revolutionAnalysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-d...
- US targets Chinese chipmaking with proposed export restrictions on ASML and othersThe draft MATCH Act announced late on Thursday is aimed at protecting the US lead in artificial intelligence by preventing Chinese companie...
- China advisor warns chipmaking export curbs are 'just a start', as Yellen visit loomsChina's abrupt announcement of controls from August 1 on exports of some gallium and germanium products, also used in electric vehicles (EV...
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