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 /...
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 ...
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...
WhatsApp keeps banning Taliban officials' accounts due to US sanctions, causing disruptions at the nascent government, which relies on the app for communication
The Taliban administration is stuck in a cat-and-mouse game with WhatsApp, which is off-limits to the nascent government because of U.S. sanctions. Twitter: @nytimes , @pstasiatech , @oviosu , @waheed...
Analysts and others say Wind Information, described as a Chinese alternative to Bloomberg terminal, is limiting international users' access to some information
Rebecca Feng / Wall Street Journal : Tweets: @tyillc , @pstasiatech , @jchengwsj , and @jchengwsj Tweets: Richard Field / @tyillc : You can tell China's government has something to hide when it lower...
Experts say some US suppliers plan to sidestep export controls by selling tech to the unlisted subsidiaries of Inspur and other Chinese firms on the Entity List
Suppliers can sell to unlisted subsidiaries of companies on Commerce Department list, officials say Tweets: @jchengwsj , @scs_disputes , @martijnrasser , @jchengwsj , @wstv_lizzi , @pstasiatech , and ...
The Cyberspace Administration of China will start regulating “deep synthesis” tech like AI-powered image, audio, and text-generation software on January 10
I've an ambitious goal for 2023: Write more out loud. Philip Elmer-DeWitt / Philip Elmer‑DeWitt : China set to crack down on generative AIs Tweets: Jonathan Cheng / @jchengwsj : @_KarenHao China's new...
Experts say Hua Hong, China's second-largest chip foundry, is barely affected by US sanctions and its focus on older chips could make it Beijing's new favorite
Qianer Liu / Financial Times : Tweets: @martijnrasser , @pstasiatech , @nathanbenaich , and @pstasiatech Tweets: Martijn Rasser / @martijnrasser : “Compared with SMIC, Hua Hong has adopted a differen...
The US government's entity list also targets newer Chinese chip companies, including PXW, which are more vulnerable than established players like Huawei
Financial Times : Tweets: @noahpinion , @adam_tooze , @pstasiatech , and @dnystedt Tweets: Noah Smith / @noahpinion : The economic war intensifies https://twitter.com/... Adam Tooze / @adam_tooze : “...