…both technological and political — that may, if not stop, but greatly slow down CXMT's and China's DRAM expansions in the coming years. First up, there are export controls in place…
…This move comes as President Trump prepares to meet with Chinese President Xi Jinping in China next week and illustrates how export laws can be used to dramatically change the competitive landscape…
…Of course, given the various import and export bans, we probably won't see any of DeepSeek's tech leaving China. But, given how the company made its name with an open…
…SemiAnalysis concluded that while export restrictions have slowed China's technological progress, progress is still being made. SMIC could potentially continue increasing density by tightening upper and lower metal layers, shorter standard…
…Do you write with AI now?” Politicians and tech leaders talk endlessly about competition. Last week, Anthropic called for tighter chip export controls for China to make sure America leads in AI…
…So, where does that leave the AI industry? Western frontier labs must keep pace with the competition on offer overseas, and the intensifying competition is slimming down margins for what we assume…
…It built a thirty-year manufacturing dependency on China and then spent a decade trying to decouple — export controls, entity lists, visa restrictions — which redirected Chinese talent inward and made China’s…
…While the company is targeting Fugu at Japanese businesses and government agencies looking to reduce their exposure to tightening export controls, it isn’t yet proclaiming a lasting shift away from U…
…by China. China, as you understand, has an enormous domestic market. And so backed by that market they export their products. The consumer electronics market needs massive scale, and the competition comes…
…the administration admitting that putting export controls on model providers isn’t ideal, since competitors with similar products may find themselves under the same restrictions — and since the US government is…
