Sources: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production
Qianer Liu / The Information :
Sources: TSMC delays the construction of its second plant in Japan, initially slated for early 2025, to invest in US expansion ahead of potential Trump tariffs
TSMC says US investments won't impact other regions Skye Jacobs / TechSpot : TSMC shifts focus to US, postpones new chip plant in Japan Focus Taiwan : TSMC says U.S. investment won't impact projects e...
Sources: in the past two months, Chinese officials told some top local tech companies that China will more actively oversee their AI data centers and AI chips
Qianer Liu / The Information :
Sources: Nvidia told ByteDance, Alibaba, Tencent, and others that it is tweaking its AI chips so they can be sold in China without breaching US export rules
Qianer Liu / The Information :
Sources: China has quietly exempted from tariffs at least eight classifications of US-made microchips, as it seeks to exempt “irreplaceable” goods
duties paid are eligible for refunds Wency Chen / South China Morning Post : China said to waive retaliatory tariffs on some US chip imports in sign of trade war thaw Meaghan Tobin / New York Times : ...
Sources: Google plans to partner with Taiwanese chipmaker MediaTek to design and produce its next-gen TPUs, set for 2026, but will still work with Broadcom
Qianer Liu / The Information :
Sources: Apple continues to work with Baidu to develop an AI-powered Siri search feature for iPhone users in China, even after onboarding new partner Alibaba
Qianer Liu / The Information :
Sources: Apple continues to work with Baidu to develop AI search and Siri features for iPhone users in China even after onboarding new partner Alibaba
Qianer Liu / The Information :
The Information: Apple this past summer canceled the development of a high-performance Mac chip to let some engineers in Israel work on its first AI server chip
Wayne Ma and Qianer Liu, in a piece today for The Information (paywalled up the wazoo, sadly), “Apple Is Working on AI Chip With Broadcom”:
Estimated Vision Pro 2024 sales are only slightly less than the reported peak production capacity, implying sales are almost in line with Apple's expectations
Wayne Ma and Qianer Liu, reporting for The Information (paywalled, alas — here's Techmeme's roundup of summaries and regurgitations) …