… 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. …
… But they are running into a wall, because the few alternatives to Nvidia are either far weaker or, in China’s case, blocked by the U.S. “Diversification away from Nvidia reduces the Gulf’s dependence on any one commercial vendor, but it doesn’t change the political risk of dependence on the U.S. at… …
… 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. …
… Still, startup founders struggle to see how they can manufacture commercial robots without China’s comprehensive electronics supply chain. “Look at Apple, it’s made in China. …
… Vietnam started work on its first chip factory five weeks before the deal. Major semiconductor makers already assemble and package chips in the country. The U.S. is helping Vietnam build a chip industry designed to replace that of China. …
… 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. …
… China will not become “addicted” to U.S. chips if they buy more of them. Chipmakers in China are not normal companies. …
… In a blog post about TSMC’s geopolitical relevance, analyst Ben Thompson wrote, “Today there are thousands of chip designers in all kinds of niches creating specialized chips for everything from appliances to fighter jets, and none of them have their own foundry.” Stuck in the middle Up until recen… …
… 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. …