…The half-year value figure implies an average of roughly $0.99 per exported chip, which reflects the composition of China's IC exports: memory, power management, microcontrollers, and other mature-node…
…Taiwanese law doesn’t classify the unauthorized export of AI chips to China as a crime, so prosecutors are currently leaning on liberal interpretations of existing statutes to build their case. Raids…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
…When America has restricted access to cutting-edge chips and chip design software, China has cut off raw material access . When the U.S. banned imports of Chinese hardware, China doubled down…
…Reports of underground hardware in China include thriving repair shops working on illicit Nvidia GPUs and firms stripping restricted NVIDIA silicon off dead boards to build custom "Franken-cards," show chip smuggling…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
…Morgan Stanley estimates China's total AI chip market could reach $67 billion by 2030, with domestic supply covering roughly 76% of demand. Wafer fab capacity remains a big constraint, however, with…
…China supplied 46% of Qualcomm's revenue in 2025, almost all of it from smartphone silicon, and Amon’s data center plan could revive the same export-compliant strategy that cut Nvidia…
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of…
