…China today, and alongside the launch came the announcement of Project Firefly (via ITHome ). Project Firefly is an initiative to challenge the MacBook Neo by leveraging China’s efficient smartphone supply chain…
…So PC makers in China can get more stable NAND supply? Nelson Duann: Yes, and DRAM as well. Most Android smartphone makers are now in China, and China is also home to…
…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…
…are sitting idle because spare parts and field service from sanctioned suppliers are no longer available under normal terms. Still no lithography solution None of China's equipment progress addresses the most…
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
…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…
…outside China under any circumstances. The prohibition also includes sales through third-party platforms such as AliExpress and other international reseller sites, which often serve as channels for gray-market imports. Lenovo…
…s N2 and N3? Not really. Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers…
…Last but not least, such systems reduce dependence on foreign accelerators and platforms like Nvidia's GPUs and the CUDA software ecosystems, which is important for China. There is a big tradeoff…
…Many of the critical components needed for the machines are still imported from Japan, and delays at those local suppliers are what have capped 2026 output at around five units. The 2027…