… According to the report, China’s push into advanced wafer manufacturing is being led by Xi'an Eswin Material Technology, which is targeting 1.2 million 12-inch wafers per month by 2026 — enough to meet about 40 percent of domestic demand and push its global share past 10 percent. …
… 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… …
… The most powerful Nvidia AI processors available to Chinese firms at the moment are H200 chips, which Trump approved for export to China in a surprise move in late 2025. But despite that, Beijing refuses to give its AI companies the green light to purchase these GPUs. …
… According to a fresh report from Bloomberg , the trio is accused of forging shipping documents to sneak AI servers manufactured by US-based Super Micro Computer Inc. 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…
… U.S. export controls, meanwhile, continue to tighten. Record revenues, falling margins China's equipment industry grew incredibly fast last year. …
… On export controls, Fouquet pushed back against the proposed MATCH Act , which U.S. lawmakers introduced last month to ban sales and servicing of ASML's DUV lithography tools to Chinese customers, among other things. …
Skip to main content Filter Year Month Go 15 articles April 30 Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets April 29 Meta's multi-billion-dollar Graviton deal highlights intensifyin…
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