Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country
companies resurrecting banned AI accelerators at a rate of up to ‘500 per month’ Chris Cooke / CMU : If China blocks TikTok deal app will “go dark” says US Commerce Secretary, but hints deal “coming s...
Sources: Masayoshi Son is pitching Trump officials and TSMC on a Shenzhen-like $1T AI and robotics manufacturing hub in Arizona, codenamed Project Crystal Land
Musk's xAI Sparks New EU Scrutiny Ahead of Potential X Penalty — Iran-Israel Conflict Spreads to Hacks on Banks, Crypto
Inside China's “stolen iPhone building”: electronics traders in Shenzhen describe how even remotely locked stolen iPhones can be stripped and sold for a profit
We track the roaring trade of mobiles grabbed in London and New York, then sold on a single district in Shenzhen
Source: in a low-key tour, Jensen Huang visited Nvidia's offices in Shenzhen, Shanghai, and Beijing earlier in January, as the US curbs Nvidia's China exports
Bloomberg :
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 : “...
Sources detail Huawei's plans to stealthily build a domestic chip supply chain with partners in Beijing, Wuhan, Qingdao, and Shenzhen, investing over $55.8B
Nikkei Asia : Tweets: @chengtingfang , @davidkersten , and @shankhu15 Tweets: Cheng Ting-Fang / @chengtingfang : From on-shoring to stealth-shoring : how Huawei and other #China tech champions builds...
Sources: to evade US sanctions, Huawei is supporting PXW, a startup based in its hometown Shenzhen that ordered chipmaking equipment for a semiconductor plant
typically 25% — without falling under the restrictions" dont be surprised if that % threshold drops significantly https://twitter.com/... Peter Elstrom / @pelstrom : Exclusive: A low-profile startup i...
China asks 100 companies operating in Shenzhen, including Foxconn, Huawei, and ZTE, to operate in a “closed loop” for seven days to combat a COVID-19 outbreak
China has forced some of its biggest companies, including iPhone maker Foxconn and oil producer CNOOC Ltd. …
Foxconn resumes partial operations at two Shenzhen campuses closed on Monday, one of which makes iPhones, after authorities approved its “closed loop” process
Bloomberg :
Foxconn resumes partial operations at two Shenzhen campuses closed on Monday, one of which makes iPhones, after authorities approved its “closed loop” process
Apple Inc. supplier Foxconn Technology Group has resumed partial operations in the Chinese tech hub of Shenzhen …