…Minting cutting-edge chips currently involves etching components into silicon using billion-dollar lithographic equipment, a supply chain of exquisitely delicate components, and extensive engineering know-how. US export controls prohibit Huawei…
…Huawei, which remains affected by US export restrictions limiting access to leading-edge manufacturing technologies, is attempting to offset these limitations through architectural and circuit-level innovation instead. The Tau Scaling concept…
…At the time, the proposed 75,000 cap would also include AI chips purchased from Nvidia's competitor, AMD , and it's not yet clear if this restriction has stuck. Nvidia has…
…Prior to restrictions put in place in late 2022, Nvidia had a near monopoly on China’s high-end GPU and AI chip market. Second, they treated the relationship as a long…
…Nvidia’s chips are peerless, Reuters reported , and access to China’s rare-earth exports is critical to leading US tech firms. In the week before the summit, the topic of AI…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…Due to strict US restrictions on AI-related hardware sales, NVIDIA's direct market share in China has dropped to zero, prompting Chinese technologies to fill the gap. CEO Jensen Huang criticizes…
…ASML, headquartered in the Netherlands, makes the machines that make the chips that make AI possible. More specifically, it makes the only machines in the world capable of printing the microscopic patterns…
…with up to 50,000 Instinct MI308 AI chips, marking one of the company's largest orders for the region, even during the pre-export control era. This indicates that China is…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
