Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned the lion's share of China's AI accelerator market just two years ago . …
… The measures could be included in the next revision of China's catalogue of technologies prohibited or restricted from export. …
… Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U.S. government plans tariff exemptions for TSMC Nvidia wants China's market share to secure the future of CUDA in the region “If… …
… The H20 is Nvidia's export-compliant AI processor developed specifically for the Chinese market after US export restrictions prevented sales of more powerful GPUs. …
… Synopsys, Cadence, and Siemens EDA command 31%, 30%, and 13% of the global EDA market, respectively, and their combined share within China exceeds 80%, according to EE Times China . The U.S. imposed and then lifted EDA export restrictions last year as part of a rare-earth materials deal. …
… U.S. export controls, meanwhile, continue to tighten. Record revenues, falling margins China's equipment industry grew incredibly fast last year. …
… If the lawmakers manage to turn the proposal into law, demand for CXMT's and other China-made DRAM will drop. It will probably be sufficient inside China, but whether it will be enough to justify 10 or more big DRAM fabs is a different question. …
… SemiAnalysis concluded that while export restrictions have slowed China's technological progress, progress is still being made. …
… The more difficult equation is building a domestic EUV machine, which demands a robust supply chain of the right tooling and equipment, with over 3,000 workers reported to be working on what's now dubbed China's "Manhattan Project." The country still relies on ASML's DUV lithography machines for ch… …
… The USGS Mineral Commodity Summaries 2026 put China at an estimated 760 tonnes of roughly 1,100 tonnes of global primary refined indium in 2025, about 69%, and recorded a 72% year-over-year fall in unwrought indium exports between September 2024 and September 2025 after Beijing placed the metal und… …