… Chip sales The fate of Nvidia’s business in China is likely going to be on top of the agenda. The U.S. export controls on advanced AI chips have made it difficult for Nvidia to maintain its dominance in China. …
… China’s best chips trail Nvidia’s by at least a generation, and its own companies buy up most of what it makes. In addition, the U.S. has told the Gulf that access to its top chips depends on shutting Chinese equipment out, Winter-Levy said. …
… Expanded U.S. chip controls limiting China’s access to advanced AI chips could give American humanoid makers an edge. Chinese companies make up 63% of the global humanoid robot supply chain. …
… Apple has spent more than two decades co-developing its supply chain with Chinese manufacturers. Prior to restrictions put in place in late 2022, Nvidia had a near monopoly on China’s high-end GPU and AI chip market. …
… The world’s dependence on chips from TSMC gives China enormous leverage over the U.S., which has no plan to manage the fallout if China disrupts the flow of chips. …
… Among Washington’s goals is preventing the early success of Chinese robots from developing into a long-term supply chain dependence in the U.S. “The least expensive and easiest time to address a supply chain dependency is right now,” said Adam Chan, senior adviser to FCC chairperson Brendan Carr, o… …
… Last year, Chang told a crowd at a company event that TSMC was “gaining vital importance in geostrategic terms.” After successfully becoming an essential link in hundreds of supply chains on both sides of the Pacific, TSMC remains light years ahead of other chipmakers. …
… It would mean finding sources of leverage — whether that’s in the AI supply chain, in the semiconductor supply chain — and using that as leverage to say, we’ll give you access to our raw materials, our critical minerals, our robotics capabilities, our chip design capabilities. …
… By Kinling Lo Global Dispatch Arizona wants Taiwan’s investors to think beyond chips As Arizona’s economic fortunes have become increasingly tied to TSMC and its chip supply chain, it’s been keen to diversify the roster of investors beyond tech companies. …
… During the annual parliamentary meeting this month, the Chinese leadership laid out plans to expand AI adoption across the economy. “China is like a giant Silicon Valley,” Lin Zhang, an associate professor at the University of New Hampshire who researches China’s digital economy, told Rest of World… …