IDC on MacRumors
…contracting market and growing supply-chain pressure from memory chip shortages. New data from Counterpoint Research shows that smartphone shipments in China declined 1.6% year over year in the fourth quarter…
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Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China, not only blacklisted firms such as Huawei, a shift that would let Taipei prosecute…
After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China
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Phone maker OnePlus says it won't release new phones in the US and Europe | TechCrunch
…Analytics firms like IDC and Counterpoint have predicted that smartphone shipments are going to decline by more than 13% in 2026 due to a limited supply of memory chips that’s been…
Google is reportedly planning to move all Pixel production out of China - Engadget
Google is reportedly planning to move all Pixel production out of China The company will most likely manufacture its Pixel devices in Vietnam and India starting in 2027, Nikkei Asia says. By…
Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins
…That advantage could be China's government guidance for domestic memory makers to ship more chips to local makers of DRAM modules, SSDs, PCs, and smartphones to support these industries, said Nelson…
EUV Machinery To Remain Paramount For China’s Commercial Chip Rise, Says Zeiss CEO, Doesn’t Believe Multi-Patterning Approach With Low Yields Is Viable Long-Term
…Related Story China’s Domestic Chip Shipments To Surge To 5 Million Units This Year, Says Report While Rohmund states that even without EUV, China can use DUV to reach 5nm-class…
China's Stealth Pipeline For NVIDIA And AMD Chips Now On The Chopping Block, As Washington Targets Foreign Subsidiaries Headquartered In Beijing
China's ongoing ability to access advanced AI chips from the likes of NVIDIA and AMD has remained a hard-to-crack conundrum in Washington for quite some time now. Even so…
China Weighs Reversing Its Own NVIDIA Ban, May Let Alibaba, ByteDance & Others Buy 200,000 H200 Chips
…US chip restrictions have constrained China's ability to manufacture leading-edge chips, and additional restrictions on NVIDIA's products have sapped Beijing's ability to procure the necessary hardware to run…