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...
Source: Intel is set to unveil plans this week to cut 20%+ of staff, its first major restructuring under Lip-Bu Tan; Intel had 108,900 workers in December 2024
Intel Corp. is poised to announce plans this week to cut more than 20% of its staff, aiming to eliminate bureaucracy at the struggling chipmaker …
Taiwan is investigating 11 Chinese tech firms, including SMIC, which is being probed for allegedly poaching engineers to access the island's advanced chip tech
Taiwan is investigating whether China's leading chipmaker Semiconductor Manufacturing International Corp. illegally poached local engineers …
DeepSeek plans to open source five of its code repositories next week, letting anyone download, build on, or improve the code behind its well-regarded AI models
- The startup will begin making technology available next week — DeepSeek is pushing harder on its open-source approach
TSMC reports Q3 revenue up 39% YoY to ~$23.6B and net income up 54.2% YoY to ~$10.1B, both above estimates, boosted by strong sales of Nvidia AI chips
From AGI to GPT, an AI Glossary You Can Actually Understand … Hello World … Quicktake
Sources: US Commerce Department plans to propose barring Chinese software in autonomous vehicles and some Chinese wireless communications hardware in US cars
David Shepardson / Reuters :
BSODs hit thousands of Windows PCs due to “a defect” in an update from CrowdStrike, taking banks, airlines, and more businesses offline; Microsoft is aware
Thousands of Windows machines are experiencing a Blue Screen of Death (BSOD) issue at boot today, impacting banks …
CrowdStrike CEO George Kurtz says “the issue has been identified, isolated and a fix has been deployed”, and CrowdStrike is working with its impacted customers
CrowdStrike is actively working with customers impacted by a defect found in a single content update for Windows hosts. Mac and Linux hosts are not impacted. This is not a security...
A look at 01.AI, which is launching Wanzhi, a free generative AI assistant focused on the Chinese market; CEO Kai-Fu Lee says 01.AI is nearing profitability
Saritha Rai / Bloomberg :
TSMC expects to resume production overnight after a 7.4 magnitude earthquake, Taiwan's biggest in 25 years, and says “there is no damage to our critical tools”
- Chipmakers move some staff off of unspecified operation areas — The earthquake rocked Taiwan and triggered tsunami warnings
TikTok plans to invest $1.5B and take a 75% stake in GoTo's e-commerce unit Tokopedia, part of a deal that lets TikTok restart its shopping service in Indonesia
https://lnkd.in/g6FC2myN Fabian Moa / Fabian Moa, CFA, FRM, CTP, FMVA, AFM : The recent strategic alliance between GoTo and TikTok presents a fascinating blend of opportunities and...
TikTok plans to invest $1.5B in a joint venture with GoTo, aiming to comply with regulations in Indonesia so that TikTok can restart its shopping service there
https://lnkd.in/g6FC2myN Fabian Moa / Fabian Moa, CFA, FRM, CTP, FMVA, AFM : The recent strategic alliance between GoTo and TikTok presents a fascinating blend of opportunities and...
Source: turmoil at Foxconn's Zhengzhou hub is likely to lower iPhone 14 Pro production by close to 6M units in 2022, potentially worsening if lockdowns continue
Turmoil at Apple Inc.'s key manufacturing hub of Zhengzhou is likely to result in a production shortfall of close …