NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
… Export Restrictions Ease
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NVIDIA & AMD Could Be 'Forced' To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions
… Now, in an amendment to the National Defense Authorization Act of 2026 , lawmakers have proposed a new "Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025" GAIN AI Act , which explicitly restricts the likes of NVIDIA and AMD from selling their AI chips and GPUs to U… …
China's YMTC Fires Back at US Chip Restrictions with Three New Fabs Set to Double Its Wafer Output
… Just recently, US lawmakers moved to ban ASML DUV technology exports to China . Related Story Sharp Memory Price Jumps Will Be Felt More Severely In Dell’s PC, Server Markets In Coming Months, Says Bank But the restrictions don't end there, but are applied at multiple fronts. …
China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It
… US Lawmakers Are Looking To Ban the Export of ASML's DUV Technology to China, Targeting Huawei, SMIC & Many Others China has been battling US export restrictions, particularly on the semiconductor front, for quite some time now, and the industry saw a massive downturn when the US administration imp… …
NVIDIA's CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets
… But simultaneously, all American companies should compete globally. Because remember, in the final analysis, we're trying to maximize exports. We're trying to maximize American exports. …
Intel Officially Hands Over Its First and Only Fab in China to SK Hynix; Here’s Why Team Blue May Have Just Dodged a Bullet
… This means exporting US equipment to China's facility would now require regulatory approval. …
China's YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region
… Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry The move by the state-backed chipmaker underscores China's growing urgency to boost its capability to manufacture advanced chips after the U.S. expanded export controls in De… …
China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage
… YMTC Plans to Speed Up Its Biggest-Ever Project, the Wuhan Fab, Ultimately Adding a Difference to the Global NAND Output YMTC is known as one of the 'underdogs' in the NAND industry, mainly because, prior to US export controls in 2022, the company had been collaborating with the likes of Apple and … …
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… We saw a breakthrough in policy restrictions back in August, when President Trump declared that the US government would be taking a 15% cut of the total shipments being sent to China by AMD and NVIDIA , which allowed the tech giants to sell chips like the Hopper H20 and Instinct MI308 AI chips. …