Nvidia’s loses $250 billion
Analysts look down the back of the sofa
Nvidia’s stock has been in freefall, shedding more than $250 billion in market cap this week after it revealed a $5.5 billion charge tied to US export restrictions on its H20 AI chips to China.
iPhone flops again in China as Xiaomi eats Job’s Mob’s lunch
Seventh straight quarter of decline as punters pick cheaper gear
The Fruity Cargo Cult Apple is finding out the hard way that what goes up must come down—especially in China. Its shiny iPhones are still losing traction, with shipments dropping nine per cent in the first quarter of 2025.
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.
China ditches silicon in transistor leap
New 2D material could trash Chipzilla’s best with faster, leaner chips
Chinese boffins have emerged from their smoke-filled labs with a transistor that could outgun current US chip tech while guzzling less power.
Nvidia blindsided by $5.5bn hit
Chipmaker stumbles as trade war with China tightens its grip
Chipmaker Nvidia has been slapped with a $5.5 billion (€5.2 billion) financial gut punch after the US government demanded export licences for its H20 AI chip sales to China and Hong Kong.
Zentool exploit teases wild RISC-V dreams
AMD Zen microcode hacked for Chinese project
Google’s latest security bombshell tool is already fuelling an underground bid to rewrite the rules of chip architecture.
Intel CEO pick tangled in PLA-linked Chinese investments
Lip-Bu Tan's deep China ties
Silicon Valley investor Lip-Bu Tan, who was tapped to steer troubled Chipzilla out of its tailspin, holds financial stakes in hundreds of Chinese tech outfits, some with direct links to the People’s Liberation Army.
Smartphones to outnumber humans
Chinese brands blitz old guard
By late 2027 or early 2028, the planet will have more smartphones than people, and the industry's old titans are watching the tide turn.
Trump caves on Nvidia crackdown after $1m Mar-a-Lago knees-up
China export curbs on H20 AI chips safe
Donald [hamburger-eating surrender monkey] Trump’s White House has quietly shelved a looming crackdown on Nvidia’s H20 chip exports to China, just days after the GPU peddler’s CEO Jensen Huang dined at Mar-a-Lago — where seats went for a $1 million a head.