NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing
The US Government has approved NVIDIA's GPU sales to China, allowing 10 Chinese firms to access the Hopper H200 GPU . …
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China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race
… Related Story Chinese Memory Starts Entering Global Markets As Corsair DDR5 Modules Spotted With CXMT DRAM It is reported that demand for HBM is massive in China's AI market , especially since the region is cut off from access to solutions from Korean memory manufacturers. …
NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
… And for us to make a contribution and to offer something to Chinese market, we will have to compete, and we will have to continue to advance our technology. - NVIDIA's CEO Jensen Huang It appears that NVIDIA views China as a core part of its chip business, which is why Jensen emphasizes that Americ… …
NVIDIA's CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets
… Blackwell or Rubin AI Chips are a no-go for China, but NVIDIA's CEO Wants US Firms To Continue To Compete In Global Markets The US AI policy shift towards China has been ongoing since NVIDIA's Hopper generation of chips . …
China Weighs National Security Law Against AI Theft as Beijing Mirrors US Crackdown on Frontier Models
… Additionally, not only is China looking to restrict access to its AI models, but the success of Anthropic's Mythos AI has also left the country worried about the security of its cyber infrastructure. …
China’s CXMT Is Betting On Customized DRAM To Circumvent U.S. Sanctions On HBM; Korean Suppliers Playing Safe Could Miss Out On Major Opportunity
… As AI hardware moves beyond GPUs and towards high-speed memory, CXMT wants a massive profit chunk Being limited to existing manufacturing equipment has limited CXMT’s progression towards the HBM market, but it also presents a major opportunity for China’s memory makers to carve out their own path. …
"Like Selling Nuclear Weapons to North Korea": Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA's H200 AI Chip Exports to China
… Anthropic's Amodei Argues that China Has Remained Behind in the AI Race Due to a Lack of Compute Power The question of whether NVIDIA should be allowed to access the Chinese AI market has been discussed by several subject experts, but among them, Anthropic's CEO, Amodei, has opposed this decision, … …
China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It
… The Act also proposes that all of the above-mentioned Chinese DUV users face restrictions similar to those under the Entity Act, which would bar them from accessing foreign markets. …
Apple Stores iCloud Data On Government Servers In China, But Throws A Hissy Fit In The EU Over Siri AI
… Interestingly, Apple has had no such qualms in China, where iCloud data is regularly stored on government-owned servers, replete with locally stored keys that theoretically allow Chinese government access to any data snippet. …
SMIC Founder Says It’s A “Misconception” That Semiconductor Success Is “Only Achieved When 3nm Or 2nm Is Reached” In New Interview
… Related Story Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access SMIC’s founder says that “excellence in a specific niche” would greatly contribute to the semiconductor industry The AI boom is l… …