…block Apple’s push to use memory chips from Chinese suppliers. Here are the details. Apple’s Chinese chip plan would extend beyond China Last month, just before Apple hiked prices for…
TSMC's key supplier has stated that no technology was leaked to China, but it also filed a lawsuit against its former General Manager. TSMC Supplier Denies That Key Technology Was Leaked…
…supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. "We've been licensed for many customers in China for…
US Commerce Secretary Howard Lutnick has repeatedly pressed ASML's management with concerns that the firm's advanced chip manufacturing machines have made it to China. The machines, which rely on extreme…
From the article : Apple has been testing memory chips from China’s CXMT across product lines including iPhones and MacBooks, according to people familiar with the matter, as the U.S. company addresses a memory crunch du…
According to Nikkei Asia, China is working on more than 70% of the silicon wafers used by domestic chipmakers by the end of this year. This goal demonstrates China’s most aggressive attempt to localize key semiconductor …
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, …
…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…
…Apple does not appear to be budging on trying to secure memory chips from China's CXMT and YMTC, saying the move would help ease the ongoing supply constraints Apple gave two…
…This proposed to cap AI chip sales to most countries, exempted a tier of trusted allies, and imposed total bans on Russia, China, and Iran. The Trump administration rescinded those rules before…
…China supplied 46% of Qualcomm's revenue in 2025, almost all of it from smartphone silicon, and Amon’s data center plan could revive the same export-compliant strategy that cut Nvidia…
The hottest company on the planet right now is a memory supplier called CXMT, a name barely anyone outside of China had even heard a year ago. It's making headlines in…
…Read all comments on China’s YMTC & CXMT Are Doubling Wafer Output in an ‘Epic Expansion,’ Yet Buyers Are Scrambling to Prepay for Memory Supply