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CHIPMAKING EXPORT RESTRICTIONS
Nvidia hires veteran lobbyist Bruce Andrews to head government affairsAndrews' move to the world's largest company comes as Nvidia attempts to ensure its continued influence in Washington and as its ties to ...- 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...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- 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...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
- ASML CEO sees tight supply in booming chip market as AI demand soarsThe global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. AS...
- China has agreed to address US concerns over rare earth shortages, says White HouseChina has agreed to address U.S. concerns over shortages of specialty rare earth minerals and critical materials caused by Beijing’s export...
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- 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...
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
- US-China Summit: Semiconductors, rare earths to dominate Trump-Xi talksStrategic supply chains spanning semiconductors, rare earth minerals, aerospace and agricultural trade are expected to dominate bilateral d...
- Stung by Iran war, Trump heads to China in need of winsPresident Trump visits China with reduced trade goals. His earlier tariff strategy has not yielded expected results. The meetings will focu...
- ByteDance targets 25% rise in AI infrastructure spendingByteDance has significantly increased its AI infrastructure spending by 25% to 200 billion yuan ($29.4 billion) this year, driven by rising...
- The rapid embrace of AI in China, its biggest testing ground, may shape how AI is used globallyChina is rapidly adopting artificial intelligence tools. Ordinary citizens and businesses are using AI for daily tasks and work. Chinese co...
- 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 China's No. 2 chipmaker Hua HongAmerica has moved to curb China's chip ambitions. The US Commerce Department has directed chip equipment companies to stop sending tools to...
- US orders chip equipment companies to halt some shipments to China's chipmaker Hua HongThe US government has taken decisive action by prohibiting chip equipment manufacturers from exporting their tools to Hua Hong, a significa...
- Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launchAmidst the growing competition in artificial intelligence, Chinese tech behemoths are racing to secure Huawei's Ascend 950 AI chips. The ur...
- US stocks today: US orders multiple chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua HongThe U.S. Department of Commerce has ordered chip equipment firms to halt tool shipments to China's Hua Hong, aiming to slow its advanced ch...
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