… At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus. …
… NVIDIA's H200 Chips For China Won't Be Permitted By Customs Authorities, Fueling Uncertainty The NVIDIA-China fiasco doesn't seem to be ending anytime soon, given that within a matter of a few weeks, we have seen aggressive changes in policies, whether from the US or China's end. …
… Read all comments on MSI’s RTX 5090D V2 LIGHTNING Surfaces in China with ‘Stripped-Down’ 24 GB VRAM But Killer Looks Remain Intact
After US-China geopolitical tensions led to the Chinese government banning local firms from buying NVIDIA's China-specific H200 GPUs, a report from The Information claims that the Chinese government is considering allowing local companies to buy the NVIDIA chips in restricted amounts. …
… Read all comments on China’s Most Powerful Gaming GPU Yet, the Lisuan G100, Is Set to Launch This Week and Gamers Should Watch Closely
… To remain competitive in China, Nvidia will need to release other products including Blackwell and Rubin generation chips "in time," Huang said, adding U.S. regulation also needs to evolve if Washington wants American technologies to stay globally competitive. - Nikkei Asia We do know that after th… …
… Decision to Approve NVIDIA’s H200 AI Chip Exports to China
… And it appears that China is worried about its industry's reliance on CUDA, which is why Wei Shaojun, an executive at the China Semiconductor Industry Association, says Beijing should develop alternatives to CUDA and other components sourced from the West. …
China's YMTC is expanding its NAND production capabilities and aiming to compete with Samsung and SK Hynix in a highly profitable market. …
… NVIDIA Wants to "Hedge" Against Uncertainity In the China Business, By Getting Order Payments Upfront The China business for NVIDIA has evolved dramatically over the past few months, and it has been filled with drastic events that have created uncertainity for Team Green's suppliers. …