Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it
And This Stock Has Exploded 125% Reuters : China chipmakers push to triple AI chip capacity, eyes Nvidia alternative Dan Gallagher / Wall Street Journal : Even Nvidia Has Speed Limits Marcus Schuler /...
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia , and @rwang07 X: Pa...
A look at the evolution of China's chip industry and Huawei under US export controls, as GPUs have become the new focal point of US-China tech competition
Paul Triolo / American Affairs Journal :
Sources: China is discouraging local companies from purchasing Nvidia's H20 chips to help expand the country's semiconductor industry and counter US sanctions
China also doesn't want to hurt its own startups by fully cutting them off from the best (read: Nvidia) chips https://www.bloomberg.com/... Paul Triolo / @pstasiatech : China Urges Local Companies to ...
Interviews with 20+ current and former TSMC staff at its Arizona plant finds struggles over bridging Taiwanese and US norms, rigid hierarchies, and other issues
the company's new chip plant allegedly plagued by worker abuses Charlesarthur / The Overspill : Start Up No.2207: TSMC's Arizona culture clash, Apple preps new iPads, Vision Pro forecasts cut, AI pois...
National Bureau of Statistics: China's integrated circuit output rose 40% YoY to 98.1B units in Q1, a sign that the country is expanding legacy chip production
production jumped 40% in Q1 2024 Josh Norem / ExtremeTech : US Sanctions Against China Could Turn It Into a Legacy Node Powerhouse TechNode : China's chip production soars 40% in Q1 despite US constra...
Signal's president says the TikTok bill won't offer any meaningful privacy protection from China, but will further entrench the dominance of US social networks
Earlier this month, the United States House of Representatives passed the Protecting Americans from Foreign Adversary Controlled Applications Act … Mastodon: @carnage4life@mas.to and @olaf@social.secr...
How the chip industry can build a multichiplet GPU with 1T+ transistors, which will be needed within a decade if the AI revolution continues at its current pace
Advances in semiconductors are feeding the AI boom — In 1997 the IBM Deep Blue supercomputer defeated world chess champion Garry Kasparov. X: @pstasiatech and @justindross . Forums: Hacker News X: P...
A look at SK Hynix's NAND flash memory chip plant in Dalian, China, acquired from Intel for $9B in 2020, which is now in limbo because of US-China export rules
Bloomberg : X: @mackhawk , @samkimasia , @samkimasia , and @pstasiatech X: Mackenzie Hawkins / @mackhawk : New: South Korea's economy relies heavily on chips. That makes it especially vulnerable to U...
Internal documents: India accounts for $10B of Foxconn's annual revenue, or 4.6% of its 2022 revenue, as its India push shows the limits of “China plus one”
Financial Times : X: @birdyword , @financialtimes , @rmantri , @sushantsin , @pstasiatech , @chadbown , and @conradkbarwa X: Mike Bird / @birdyword : “Liu has said China accounts for 75 per cent of F...