China's tech giants scramble for local AI chips
Nvidia ban forces pivot to homegrown silicon
China's top tech outfits are being forced to kick their dependency on Nvidia and shift to homegrown AI chips, as US export curbs and a dwindling stockpile of H20 processors squeeze their options.
Sanctions fizzle as chips keep flowing into Russia
Official bans look tough, but processors turn up via backdoors
Despite the US waving its sanctions stick over Russia since the Ukraine invasion, chips are streaming into the country through a maze of unofficial networks.
US trade ban slaps $1.5bn hole in AMD’s results
Su says AI demand remains strong despite MI308 blockade
AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.
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.
Chipzilla crawls to TSMC for a lifeline
White House pushes joint venture to keep Intel’s fabs under American control.
Troubled Chipzilla has reportedly struck a tentative deal with TSMC to form a joint venture aimed at bailing out Intel’s faltering fab operations in the US — with Apple’s chip supplier securing a 20 percent stake.
TSMC doing well
40 per cent revenue growth
TSMC is on a tear, raking in a staggering 39 per cent revenue growth in the first two months of 2025, largely thanks to the unrelenting demand for Nvidia’s AI chips.
Trump needs to loosen AI chip reins or lose allies to China
Microsoft’s warning
Microsoft has implored President Donald [hamburger-eating surrender monkey] Trump's administration to rethink its export controls on advanced artificial intelligence (AI) chips.
AMD achieves record server market share
Mercury Research data
According to the latest figures from Mercury Research, AMD has reached a record 35.5 per cent share of server revenue, alongside sizable gains in client processor market share.
Microsoft buys shedloads of Nvidia chips
Big hopper customer
Software King of the world Microsoft has cemented its position at the forefront of artificial intelligence development, purchasing more than double the number of Nvidia’s flagship “Hopper” chips than any of its closest competitors in the US or China this year.
China takes on Nvidia
Tech giant caught in the crossfire of global chip warfare
China has again donned its anti-monopoly cape, this time swooping in to "investigate" Nvidia.