As Apple and other American companies seek to use memory chips from China-based CXMT and YMTC amid massive supply constraints, U.S. lawmakers want to ban exports of Chinese memory chips…
…Fast 12-month fab builds and state financing drive growth despite older DUV processes and US export limits; combined Chinese capacity could reach 1.41M WSPM by 2030, easing prices. 0:00…
…decision to restrict access to certain Chinese companies that could help ease supply constraints. From the WSJ story: China has national champion companies in memory and storage, but due to national-security…
…China’s AI. Silicon Valley keeps using it By Paul Triolo > Ideas Arguments, opinions and essays from a global perspective. When Anthropic’s chief national security officer and former Biden administration export…
…Such methods allow for increased transistor density, but at the cost of increased process complexity, cost, yield risks, and design constraints. Did China just beat Intel? - YouTube Watch On Meanwhile, transistor density…
…Sometimes, they may also be born where constraints are densest , competition most brutal, and the need to reinvent ways of surviving most urgent. EV Revolution What happened to China's overseas EV…
…Shortly afterward, Trump halted plans for export controls blocking some of Nvidia’s chips from China’s market. But Huang may be too smart to be all-in on Trump’s AI…
…ASML is restricted from selling its high-end EUV lithography tools to China, but DUV sales are allowed. However, that might change since US lawmakers are moving towards banning the export of…
…AI infrastructure is one of several destinations for the extra energy, alongside global gas exports, Wald said. The UAE has received U.S. clearance for exports of advanced Nvidia processors used to…
…Separately, the Bureau of Industry and Security shifted H200 and MI325X export reviews for China from presumptive denial to case-by-case approval, capped near 50 per cent of prior US sales…