The irony is that Western policy, which was designed to try and slow or stymie the development of China and Russia’s high-tech economy, may well have helped manufacture exactly the kind of trading bloc it set out to prevent. The issue is compounded by uncertainty in Washington DC, where the inhabitant of the White House seemingly can’t decide what he wants from the situation. In the space of 12 months, the Trump administration banned Nvidia's H200, unbanned it, slapped a 25% tariff on it, and created a licensing framework that experts immediately called contradictory. On 13 January, the Commer
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance… Highly limited domestic HBM supply constrains how many Ascend-class accelerators Huawei can assemble. Huawei alone shipped around 812,000 chips last year and projects some $12 billion in processor revenue for 2026, a pace that its own supply chain has struggled to sustain. …
… DFSX Is Working on China's First DF1000 AI Accelerator With 3D DRAM Technology, Also Unveils 3.5D+ Packaging DFSX recently hosted a presentation where they announced China's first 3D AI chip that is built entirely using China's domestic supply chain. …
… "The PRC announced Made in China 2025 in 2015,” she points out. “That precedes export controls.” Her analysis of Chinese government documentation over that period shows China has maintained a state-directed strategic priority of breaking from U.S. and friend-shored technologies. “In other words,” s… …
In a splashy move that signals that Taiwan remains irreplaceable to the AI industry’s short-term and long-term goals, Nvidia CEO Jensen Huang announced Wednesday that his chip company will invest $150 billion a year to make sure Taiwan remains at the “epicenter” of the “AI revolution.” “This is whe… …
… Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply Currently, the situation has prompted China's AI chipmakers to double down on production and fill in the gaps created by NVIDIA's departure in a significant way. …
… Chip sales The fate of Nvidia’s business in China is likely going to be on top of the agenda. The U.S. export controls on advanced AI chips have made it difficult for Nvidia to maintain its dominance in China. …
… The Department of Commerce is said to be drafting rules that would require chipmakers to obtain government approval before exporting AI chips to any country, effectively giving Washington a stranglehold on AI compute supply. …
Systems Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast, industry watchers say Nvidia's next-gen Rubin GPUs may end up shipping later and in smaller volumes… …
… China’s best chips trail Nvidia’s by at least a generation, and its own companies buy up most of what it makes. In addition, the U.S. has told the Gulf that access to its top chips depends on shutting Chinese equipment out, Winter-Levy said. …
… Singer notes that while the US has the world’s best AI chips, China’s supply chain gives its robotics companies a hardware edge. “Both sides have key parts of the supply chain that they might be able to weaponize, but here they are working together,” he says. …
