Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors
Parts makers concerned about whether Beijing will allow imports of AI processors — Suppliers of parts for Nvidia's H200 chips …
Sources: ByteDance has made preliminary plans to spend ~$23B in AI capex in 2026, up from ~$20B in 2025, and has budgeted ~$12B for AI processors
Financial Times :
Israel-based RAAAM, whose “GCRAM” on-chip memory tech aims to deliver up to 10x power savings relative to high-density SRAM, raised a $17.5M Series A led by NXP
RAAAM Memory Technologies' “GCRAM” promises denser, lower-power on-chip memory as the semiconductor industry races to support next-generation AI processors.
TechInsights: Huawei used components from TSMC, Samsung, and SK Hynix in some of its Ascend 910C chips; TSMC says the analyzed dies were made before Oct. 2024
Huawei Technologies Co. used advanced components from Asia's largest technology firms in at least some of its leading Ascend AI processors …
The US Commerce Department issues guidance stating that “using Huawei Ascend chips anywhere in the world violates US export controls” as they likely use US tech
Commerce department guidance aims to toughen export controls on tech used by China to make AI processors
Sources: Samsung's 8-layer HBM3E was cleared by Nvidia in December for use in Nvidia's less powerful AI processors tailored for the Chinese market
Bloomberg :
Huawei seeks to grab AI chip market share in China, challenging Nvidia by positioning its latest Ascend AI processors as the hardware of choice for inference
Eleanor Olcott / Financial Times :
Sources: Samsung's HBM3 and HBM3E chips have yet to pass Nvidia's tests for use in the US company's AI processors due to heat and power consumption problems
Samsung Electronics' (005930.KS) latest high bandwidth memory (HBM) chips have yet to pass Nvidia's (NVDA.O) tests for use …
Intel debuts its Gaudi 3 AI chips, set for Q3 mass production, saying they offer up to 1.7x the training performance and 40% better efficiency than Nvidia H100s
Intel announced its new Gaudi 3 AI processors at its Vision 2024 event, claiming they offer up to 1.7X the training performance …