Huawei muscles in on China’s AI chips – Fudzilla.com
…Morgan Stanley forecasts China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese players. It puts the market at about $21bn this…
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People also ask
How worried is China about AI’s jobs impact?
China’s Minister of Human Resources and Social Security Wang Xiaoping on Saturday said the nation’s government is mulling measures to actively harness AI in creating new job opportunities and empowering traditional jobs. A government announcement states Wang’s ministry “will continue to intensify efforts in developing new professions, focusing on areas such as new quality productive forces, new consumption hotspots, and services for public wellbeing.” However, a report in Japanese outlet Nikkei quoted Wang as saying “Currently, artificial intelligence is developing rapidly, which has a profoun
Beijing warns of more chip supply worries amid Nexperia messChina's RAM boom is here. Your cheap PC is not
…an unfortunate low point in the memory supply pipeline post-COVID, a sudden boom in data center construction planning for "AI," and chip makers suddenly shifting production output to far more profitable…
Trump confirms he did in fact bring along Nvidia CEO Jensen Huang on his trip to China
…In May last year, he said " China is right behind us " to encourage American AI growth, and said he was in favour of sending Nvidia chips because the country could simply make…
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
…The American AI stack is American AI on American chips, not just the chips. The US needs to balance having China on the US AI stack and slowing the development of their…
Top stories
Google plans to shift Pixel production from China, eyes shipment growth despite rising DRAM costs
5d agoGoogle is reportedly planning to move all Pixel production out of China - Engadget
6d agoFCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share
1w agoNVIDIA and AMD's China Market Share to Drop to 10% by 2026 as Domestic Chips Seize 90%, Says Report
1w agoEU wants chip supply panic button – Fudzilla.com
…smartphones, AI data centres, cars, medical gear and the rest of the shiny kit modern life pretends is optional. TOPICS: chip shortage · eu chips act · European Commission · nexperia · Nvidia · semiconductors · supply chains…
Silicon Valley keeps misreading China’s role in tech
…developing its supply chain with Chinese manufacturers. 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…
Huawei develops 122TB SSD with new packaging tech to sidestep US sanctions on 3D NAND chips — Chinese firm develops proprietary tech to cram more NAND dies in a smaller footprint
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
Discussions and forums
Apple Begins Testing Controversial Chinese Memory Chips
Apple Begins Testing Controversial Chinese Memory Chips Wednesday July 8, 2026 7:18 am PDT by Hartley Charlton Apple is testing DRAM memory chips from China's state-backed ChangXin Memory Technologies…
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
…in supply chain complexities and added costs, which we'll summarize in this image: We'll dive into how the H200 and Instinct MI308 AI chips would turn out for China moving…
Hidden journey of the STM32 chip exposing the limits of modern tech bans
…This dynamic reveals why cutting off a single supply route rarely stops chips from reaching battlefields. Even robust civilian trade between China and Russia can sustain military applications without any explicit government…