Nvidia CEO Jensen Huang has said that the market for artificial intelligence chips in China could reach $50 billion in the next couple of years, making it crucial for U.S. companies to have access to the country. https://www.japantimes.co.jp/business/2025/05/07/tech/nvidia-ceo-china-ai-market/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #china #ai #semiconductors
Two chipmakers reporting earnings in the coming days will give investors insight into how demand for artificial intelligence infrastructure is holding up a few weeks ahead of Nvidia’s results. https://www.japantimes.co.jp/business/2025/05/07/tech/amd-arm-ai-nvidia-earnings/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #arm #amd #semiconductors #ai #trade
A U.S. lawmaker plans to introduce legislation in coming weeks to verify the location of artificial intelligence chips such as those made by Nvidia after they are sold. https://www.japantimes.co.jp/news/2025/05/06/world/politics/us-nvidia-chip-smuggling-china/?utm_medium=Social&utm_source=mastodon #worldnews #politics #us #nvidia #china #semiconductors #republicans #donaldtrump #trade
Romania rediscovers its hidden treasure: Minerals.
The EU’s push to reduce dependence on critical materials is giving a second life to several abandoned mining projects.
The Trump administration is working on changes to a Biden-era rule that would limit global access to AI chips. https://www.japantimes.co.jp/business/2025/04/30/tech/trump-biden-ai-chip-export/?utm_medium=Social&utm_source=mastodon #business #tech #semiconductors #ai #china #joebiden #us #republicans #donaldtrump #trade #tech
https://www.europesays.com/uk/60032/ EU ‘nowhere near’ meeting microchip target, warn bloc auditors #chips #EU #EUChipsAct #Europe #European #EuropeanCommission #EuropeanCourtOfAuditors #EuropeanUnion #manufacturing #Microchips #SemiconductorIndustry #semiconductors
CHINA
Huawei’s New AI Chip Challenges Nvidia
Huawei unveils Ascend 910D, aiming to surpass Nvidia’s H100 in AI training power.
800,000+ Ascend 910B/910C chips will ship to major clients like ByteDance.
Huawei focuses on multi-chip systems like CloudMatrix 384 amid production hurdles.
U.S. restrictions intensify semiconductor rivalry between Beijing and Washington.
Microsoft is out of date. It should be Nanosoft.
Intel CEO Lip-Bu Tan Mandates Sweeping Overhaul, Confirms Job Cuts Amid Financial Pressure
#Intel #Layoffs #Restructuring #LipBuTan #Semiconductors #ChipIndustry #TechNews #Earnings #IntelFoundry #18A #TechLayoffs
Intel CEO Lip-Bu Tan unveils bold changes: refocusing on engineering excellence, cutting over 20% of workforce and bureaucracy, and implementing a 4-day in-office policy to drive innovation. Major #restructuring for #Intel’s future. #Leadership #Semiconductors #TechNews #RTO #AI
Innovation meets impact in INPACE Cluster 2!
Led by Franck Le Gall, CEO of EGM, Cluster 2 – Innovation and Entrepreneurship for Sustainable Well-Being – plays a key role in translating advanced technologies into actionable strategies that address real societal needs.
From #smartcities to #semiconductors and #AI, Cluster 2 connects tech with purpose across Europe and the Indo-Pacific.
Read the article: https://inpacehub.eu/2025/04/24/inpace-cluster-2-lets-talk-about-innovation-and-entrepreneurship/
As global tech tensions rise, Russia unveils its 11.2nm semiconductor lithography—a bold move toward chip independence. This podcast dives into the geopolitical implications, technical challenges, and what this breakthrough could mean for the global semiconductor race.
#Semiconductors #ChipIndependence #RussiaTech #11nm #TechNews
Report: Intel to Cut Workforce by More than 20% This Week
#Intel #Layoffs #TechLayoffs #Semiconductors #ChipIndustry #Restructuring #LipBuTan #CEO #IntelFoundry #BigTech
https://winbuzzer.com/2025/04/23/report-intel-to-cut-workforce-by-more-than-20-this-week-xcxwbn/
ByteDance, Alibaba & Tencent placed ~$16B in Nvidia H20 chip orders—aiming for 1M units by May—but US export curbs limited deliveries. AI ambitions meet geopolitics in the global chip race. #Nvidia #AI #Semiconductors #China #TechNews
TSMC is going big in Arizona!
The chip giant will produce 30% of the world’s most advanced semiconductors in the U.S., aligning with the “Made in America” vision. With three plants in the works, TSMC aims high but its U.S. facilities may still trail Taiwan’s by up to 5 years in cutting-edge chip tech.
#TSMC #Semiconductors #MadeInAmerica #ChipManufacturing #ArizonaChips #TechNews #ChipWar #AIChips #USTech #TECHi
Read Full Article :- https://www.techi.com/tsmc-build-independent-chip-hub-usa/
Intel makes a bold move! Sachin Katti is now Intel’s Chief Technology and AI Officer as the company sharpens its AI focus to take on Nvidia. With a fresh leadership shake-up, Intel is gearing up to reclaim its spot at the top of the chip game.
#Intel #AILeadership #Semiconductors #NvidiaVsIntel #TechNews #ChipWar #AIInnovation #TECHi
Read Full Article :- https://www.techi.com/intel-ceo-lip-bu-tan-restructure-leadership-appoint-new-ai-chief/
Overregulation isn’t Europe’s problem—underinvestment is. Without bold steps like a Buy European Act and a Sovereign Tech Agency, the EU risks becoming a digital colony.
—Francesca Bria, Haroon Sheikh
https://foreignpolicy.com/2025/03/31/europe-digital-sovereignty-colony-trump-asml-ai-eurostack/
#StrategicAutonomy #AI #Semiconductors
Shaun Rein w China Market Research Group: “#China is not buying #American oil but is now buying #Canadian #oil. China is not buying American #soybeans but buying #Brazilian soybeans. China is not buying American #Boeings but buying France's #Airbuses. China is not buying American #beef but buying #Australian. China has decided basically not to buy anything from America and aside from #semiconductors, can easily replace American made products.” #trump #chaos #economy #trade #tariffs #agriculture
Heads up tech world: US gov investigating chip imports citing national security. Potential tariffs could follow, impacting supply chains. #TechNews #Semiconductors #Trade
Nvidia Hit Hard: $5.5B Charge as U.S. Cracks Down on AI Chip Exports to China
#Nvidia #ChipBan #AIChips #ExportRestrictions #USChinaTensions #TechNews #Semiconductors #JensenHuang #H20Chip #StockMarket #AIRegulations #NvidiaVsHuawei
Read Full Article here :-
https://www.techi.com/nvidia-require-us-license-h20-chips-export-china/
