Trump’s UAE chip deal stalls over China threat
National security fears threaten Nvidia’s billion-dollar AI bonanza
A deal to ship billions of dollars’ worth of Nvidia’s cutting-edge AI chips to the United Arab Emirates is stuck in the mud as Trump administration officials squabble over national security risks.
Nvidia to launch stripped down AI chip for China
Chipmaker sidesteps US export bans with a neutered Blackwell
Nvidia is plotting to flog a China-specific AI chip in September. It's a lobotomised version of the Blackwell RTX Pro 6000, tweaked just enough to duck under the US's tightened export controls.
Taiwan says no to Huawei and SMIC
Silicon Island tightens the screws
Taiwan has just thrown a sizeable spanner into China’s semiconductor self-sufficiency fantasy, with the democratically elected island adding Huawei and SMIC to its strategic high-tech commodities entity list.
Troubled Chipzilla might chop itself up
The answer to years of failure could be to admit it can't do everything
The cocaine nose jobs of Wall Street reckon Troubled Chipzilla might need to smash itself into pieces if it wants to claw out of its long-running tech and financial woes, according to a report by the Wall Street Journal.
TSMC puts design boots on the ground in Germany
Munich centre adds European edge to Taiwan’s global chip dominance
TSMC has given Brussels something to gloat about by announcing a new chip design centre in Munich.
MIT’s breakthrough makes chips stretchier than pasta
Boffins fling something against the wall and it sticks
MIT boffins have emerged from their smoke-filled labs with a new form of chip that behaves like pasta.
SMIC profit surges as Beijing throws cash at chipmakers
Stimulus and stockpiling drive gains, but hangover looms
China’s top foundry, SMIC has seen its quarterly net profit more than double to $188 million, thanks to a mix of Beijing’s largesse and geopolitical panic buying.
Trump scraps Biden’s AI chip export rule
Nvidia happy for now
The Trump administration has torched the Biden-era “AI Diffusion Rule” just days before it was set to take effect on 15 May. The rule, described by a Commerce Department official as “overly complex, bureaucratic, and would stymie American innovation,” carved up the globe into chip access tiers.
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.
SK Hynix doubles profit on AI chip boom
Brushes off tariff fears
SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.