Applied Materials sued in China over alleged tech theft
Beijing chip-gear maker claims US rival swiped plasma tech via ex-staff
Top US chip-equipment maker Applied Materials is in hot water in China after being accused of stealing trade secrets from a domestic competitor.
Uncle Sam sneaks tracking devices into AI server shipments
Dell, Super Micro gear laced with spy kit as US hunts chip smugglers
The US has been tucking location trackers into shipments of advanced AI chips and servers, hoping to catch them being smuggled into China.
DeepSeek’s R2 model delayed
Beijing’s homegrown chip dream still can’t train properly
Chinese AI outfit DeepSeek has been forced to eat humble pie after its shiny new model flopped on Huawei’s Ascend chips, dragging a planned May launch into the long grass and handing rivals the chance to surge ahead.
China leans on Nvidia chip buyers
Beijing pressures tech firms to explain why they’re not buying local silicon
The Middle Kingdom’s bureaucrats are making life more difficult for Nvidia by questioning Chinese tech giants about their reasons for ordering the US chipmaker’s H20 AI processors.
Nvidia and AMD hand Trump 15 per cent of China chip revenues
Protection money
Nvidia and AMD have agreed to give the Trump administration 15 per cent of revenues from their China chip sales in return for export licences.
Intel boss under fire for China ties as company sinks further
Lip-Bu Tan faces scrutiny over Cadence scandal and Beijing links
Intel is facing serious questions from US lawmakers about its new boss's ties to China and a criminal case that started before he arrived.
Nvidia slams idea of backdoors in AI chips
Kill switches would be a gift to hackers, not national security
Nvidia has come out swinging against the idea of embedding backdoors or kill switches in its AI hardware, calling the notion dangerous and unworkable.
Chinese DRAM shift drives RAM price explosion
ChangXin’s AI pivot chokes supply
The price of standard DDR4 DRAM has gone through the roof, with 8-gigabit units hitting $4.12 and 4-gigabit parts climbing to $3.14, according to electronics trading firms cited by Nikkei Asia.
China’s chip mega-merger plans stuck in limbo
Too many egos, not enough consolidation
Beijing’s dream of creating a semiconductor supergroup to take on US giants is hitting the rocks, according to a report by the Financial Times.
Beijing gives Nvidia a kicking over H20 chip
Claims of tracking tech and remote shutdown
Nvidia’s charm offensive in China has taken a nosedive after Beijing summoned the firm to explain what it claimed were “serious security issues” buried in its made-for-China AI chips.
