AI chip clampdown throttling Nvidia’s global sales
US diffusion rules target even friendly nations
New US export rules are about to hammer Nvidia’s artificial intelligence chip business far beyond China.
Samsung spooked by US tariff threats
Sales hit in mobiles, AI and memory chips
Samsung Electronics reckons looming US tariffs could sink demand for its smartphones and memory chips, with the South Korean giant sounding the alarm during its latest earnings call.
Nvidia rushes B300 AI chip production forward
New GPU plugs gaps left by banned H20 chips
Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.
Whistleblower said DOGE data droids raided union files.
Followed by some hacking behaviour
A whistleblower said that a DOGE team entered the National Labour Relations Board in early March and carried out some strange security antics.
TSMC can’t police where its chips end up
Export rules can’t keep China out of the AI loop
Taiwan’s semiconductor overlord, TSMC, has admitted there’s no foolproof way to keep its advanced chips out of China’s hands, despite tightening US export controls and a looming tariff storm.
Nvidia plans to fix the China crisis
Custom AI chips with local partners
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Nvidia is going all-in on a Plan B: building custom, China-specific AI chips through partnerships with domestic tech firms like DeepSeek.
Chipzilla hit by export curbs
Gaudi chips now need a licence for China
Troubled Chipzilla has started warning Chinese customers that it now needs a licence to flog advanced AI processors into China, as Washington’s export grip tightens.
Huawei is getting its paws on TSMC chips
US clampdown they have heard of it
Despite US sanctions meant to choke off Huawei's access to high-end chips, the Chinese tech giant is reportedly still getting its paws on bulk TSMC silicon.
Nvidia and partners to make AI supercomputers in US
Over a few years, investment worth 500B
Nvidia is working with partners to manufacture AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space: facilities in Arizona will build and test NVIDIA Blackwell chips, while those in Texas will assemble the AI supercomputers. Jensen Huang is bringing some jobs back.
Nvidia bets big on the US for AI supercomputers
Blackwell factories to take root in Arizona and Texas
Nvidia is yanking its AI chip and supercomputer production back to the US, planning to churn out its Blackwell architecture entirely within American borders for the first time.
