South China Morning Post on MacRumors
…In an attempt to attract workers to meet demand for the iPhone 13 lineup, Apple suppliers in China are significantly raising their starter bonuses. Foxconn's factory in Zhengzhou, which is estimated…
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Top stories
H200 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 agoGoogle plans to shift Pixel production from China, eyes shipment growth despite rising DRAM costs
4d agoGoogle is reportedly planning to move all Pixel production out of China - Engadget
5d agoFCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share
1w agoNvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
…Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . This August timeline runs…
Ex-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
…fabless chip fabrication market in order to remain competitive with the US and China. The booming demand for AI chips and the key role played by high-bandwidth memory (HBM) in it…
Job’s Mob eyes Chinese memory for AI crunch – Fudzilla.com
…The US company is trying to ease a memory squeeze created by the artificial intelligence boom and has held early talks with CXMT about supplying components for devices sold in China. It…
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How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs
The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block imports of new Chinese transceiver models, …
Hugging Face CEO says China is winning the AI race and dominating on open models
This is something that was spoken here and there, and now it is like writing on the wall. The main additional point is that China has created an independent supply chain. Starting from raw materials and home-made lithogr…
Ex-Samsung exec says Chinese DRAM could end shortage
…by 2028 thanks to China building large domestic supply would be a massive win for consumers and businesses alike. While the most major Big Tech and AI companies are doing just fine…
Trump confirms he did in fact bring along Nvidia CEO Jensen Huang on his trip to China
…supplying technology to China. Just last week, he bemoaned Nvidia's market share in the region and argued the US should export AI 'like crazy' . In May last year, he said " China…
China adds homegrown AI chips to 'secure and reliable' procurement list for the first time — nine options added as move away from Nvidia continues
…Morgan Stanley estimates China's total AI chip market could reach $67 billion by 2030, with domestic supply covering roughly 76% of demand. Wafer fab capacity remains a big constraint, however, with…
Super Micro Insists Cooperation as Taiwan Authorities Storm Offices in NVIDIA GPU Smuggling Crackdown on China Exports
…have been charged by the US government for smuggling $2.5 billion worth of AI chips into China. Both have pleaded not guilty in a New York court, and the firm provided…
US warns allied nations: Side with us in the AI race against China or face the consequences
The United States has drawn a line in the sand amid the ongoing AI race with China: You are either with us or against us. And if you side with China, you…
China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions
…Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow The measures would be designed to keep leading-edge AI developments in China as competition…