China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions
… Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times." Article continues below Earlier this year, tech research firm Bernstein estimated that Nvidia’s share of China’s AI GPU market could fall from 66% in 2024 to roughly 8% in the comin… …
… 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 The… …
… The U.S. imposed and then lifted EDA export restrictions last year as part of a rare-earth materials deal. …
… In March, the Trump Administration proposed a strict licensing system for advanced AI hardware exports , and some U.S. senators have called on a wholesale ban on export licenses for Nvidia hardware to China, as well as several other south-east Asian countries including Malaysia, Thailand, and Vietn… …
… Supermicro into China, Hong Kong, and Macau, in direct violation of Washington’s trade restrictions. …
… AI export controls Updated Nvidia prepares shipment of 82,000 AI GPUs to China as chip war lines blur — H200 shipments with 25% tax to begin as US loosens restrictions December 22 Chinese fabs are reportedly upgrading older ASML DUV lithography chipmaking machines — secondary channels and independe…
Skip to main content Filter Year Month Go 6 articles April 23 Nvidia aims to solve AI's water consumption problems with direct-to-chip cooling — claims 300X improvement with closed-loop systems April 18 Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power April…
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