2028: Two scenarios for global AI leadership
…These data centers scale on older chips, which China is able to export because it can serve its domestic market with a combination of US chips purchased with an export license, smuggled…
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This week on Tom's Hardware Premium: August 22, 2026 — foundries, supercomputers, China, and how to not overpay on a motherboard
5h agoH200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence
1d agoNvidia denies China LPU – Fudzilla.com
1d agoNVIDIA Is Plotting Its China Comeback Via A New LPU-Based Inference Chip, As SMIC Rides US Export Controls To A Virtual China Monopoly [Update: NVIDIA Denies]
1d agoHuawei muscles in on China’s AI chips – Fudzilla.com
…licenses to sell its H200 chips to China, yet no shipments have been made due to regulatory issues. Beijing has told Chinese tech companies to support domestic producers and limit their use…
Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case
…detain three individuals in the island’s first formal crackdown on illicit AI semiconductor exports to China. According to a fresh report from Bloomberg , the trio is accused of forging shipping documents…
Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets
…Commerce export permits, granted in June and August 2025, before it could resume shipping indium phosphide substrates out of China. The fabs Nvidia is funding sit downstream of that licensing regime, and…
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
…to begin rolling out by mid-February, following an "extensive review" of license applications for H200 chip sales to China, which will provide insight into the end customers of these AI chips…
Nvidia - Wikipedia
…to pay 15% of the revenues from certain chip sales in China as part of an arrangement to obtain export licenses. [ 155 ] Nvidia will pay only for sales of the H20 chips…
The White House Is Keeping Its AI Cybersecurity Framework Secret
…The executive order notes that it should not be seen as a “mandatory licensing regime,” but critics have argued that the Trump administration’s opaque process has created just that. “The regulations…
Scaling the Memory Wall: The Rise and Roadmap of HBM
…As HBM is one of the key ingredients for accelerators, and with export restrictions threatening to cut off HBM supply, China is naturally pouring resources into domestic development efforts. China has planned…
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