Semiconductor

CNBC
Speaker Johnson says China is straining U.S. relations with Nvidia chip ban
The Cyberspace Administration of China ordered companies to halt purchases of Nvidia's RTX Pro 6000D, a chip that was made for the country.
CNBC
Nvidia CEO says he's 'disappointed' after report China has banned its AI chips
Nvidia CEO Jensen Huang commented after a report that China has banned the use of the company's AI chips.
Reuters
China spotlights major data centre project using domestic chips | Reuters
Alibaba's T-Head has also developed an AI chip called the PPU that features 96 gigabytes of memory and HBM2e, a type of vertically stacked DRAM chip...
SCMP
Alibaba-developed AI processor on par with Nvidia’s H20 chip, CCTV report shows
Alibaba Group Holding’s semiconductor design unit, T-Head, has developed an artificial intelligence chip with capabilities that are on par with Nvidia’s H20 graphics processing unit (GPU), according to a report by state broadcaster China Central Television (CCTV). The report, which aired on Tuesday, showed T-Head’s PPU, an application-specific integrated circuit, being compared with Nvidia’s H20 and A800 GPUs in a performance benchmark during Premier Li Qiang’s visit to a data centre operated by...
Bloomberg.com
China Orders Firms to Stop Buying Nvidia AI Chip, FT Says - Bloomberg
China's internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.
Reuters
China tells tech firms to stop buying all of Nvidia's AI chips, FT reports | Reuters
China's internet regulator has instructed the nation's biggest technology firms to stop buying all of Nvidia's artificial intelligence chips and...
Reuters
Exclusive: Nvidia's new RTX6000D chip for China finds little favour with major firms, sources say
Nvidia's RTX6000D, its newest artificial intelligence chip tailored for the Chinese market, has seen only lukewarm demand with some major tech...
Reuters
China tells tech firms to stop buying Nvidia's AI chips, FT reports | Reuters
China's internet regulator has ordered top technology firms to halt purchases of Nvidia artificial intelligence chips and cancel existing orders...
CNBC
Alibaba's shares jump after it lands a major customer for its AI chips - CNBC
The move underscores China's efforts to boost the use of its own domestic semiconductors for AI ... Global Business and Financial News, Stock Quotes,...
ARPU
Nvidia's Impossible Bind
The Made-For-China ChipOne way to think about the US-China tech war is as a grand strategic chess match. Another, it seems, is as a farce.Last month, the story was that China was rejecting Nvidia’s made-for-China H20 chip because its homegrown alternative from Huawei was somewhat competitive
Bloomberg
AI Chip Startup Groq Raises $750 Million at $6.9 Billion Valuation
Funding round is led by Disruptive, includes Blackrock and Neuberger Berman
AI Chip Startup Groq Raises $750 Million at $6.9 Billion Valuation
Bloomberg
Alibaba AI Chip Effort Quickens With Big Client China Unicom
Alibaba Group Holding Ltd. has secured a high-profile customer in China Unicom for its AI chips, suggesting the Chinese tech leader’s nascent semiconductor efforts are gaining traction in its home market.
Alibaba AI Chip Effort Quickens With Big Client China Unicom
Bloomberg.com
Chipmakers Post Longest Win Streak Since 2017 Amid AI Growth - Bloomberg.com
The Philadelphia Stock Exchange Semiconductor Index rose 0.3% in its ... Provide news feedback or report an error · Site feedback: Take our...
Bloomberg.com
Japanese Stocks Rise for Fourth Day With Gains in Tech Stocks - Bloomberg
... semiconductor and technology stocks ... Click here for a curated First Word channel of actionable news from Bloomberg and select sources.
Bloomberg
Abu Dhabi’s MGX Joins Silver Lake in Deal for Intel’s Altera
MGX, an Abu Dhabi-backed investment company focused on artificial intelligence, joined private equity firm Silver Lake Management LLC in a 51% acquisition of Intel Corp.’s Altera, which makes programmable chips.
Abu Dhabi’s MGX Joins Silver Lake in Deal for Intel’s Altera
Bloomberg
SpaceX Is Working With Chip Makers for Starlink Cell Service
SpaceX is working with microchip manufacturers to embed devices in phones to support its nascent Starlink satellite-to-cell service, a key step following the Elon Musk-led company’s $17 billion deal to acquire wireless spectrum from EchoStar Corp.
SpaceX Is Working With Chip Makers for Starlink Cell Service
Bloomberg
Chip Stocks Head for Best Win Streak Since 2017 Amid AI Growth
Shares of chipmakers are climbing again on Tuesday, putting them on track for their longest winning streak in almost eight years.
Chip Stocks Head for Best Win Streak Since 2017 Amid AI Growth
Reuters
In latest trade warning to US, China says Nvidia violated anti-monopoly law | Reuters
China on Monday accused Nvidia of violating the country's anti-monopoly law, the latest escalation in its trade war with the United States that...
CNBC
CoreWeave's stock rallies on disclosure of $6.3 billion order from Nvidia - CNBC
CoreWeave has secured more business from Nvidia, which is an investor in the company and its main source of chips for running AI models.
TechCrunch
China says Nvidia violated antitrust regulations - TechCrunch
China is investigating Nvidia's 2020 acquisition of Mellanox Technologies as trade tensions between the U.S. and China heat up.
SCMP
Nvidia sees tepid demand for RTX6000D AI chip from Chinese tech firms: sources
Nvidia’s RTX6000D, its newest artificial intelligence chip tailored for the Chinese market, has seen only lukewarm demand with some major tech firms opting not to place orders, two people with knowledge of procurement discussions said. The RTX6000D, designed mainly for AI inference tasks, is seen as expensive for what it does, according to the two people. They added that testing of samples showed its performance lags the RTX5090 – a chip banned by the US government for use in mainland China, but...
SCMP
Tencent pushes adoption of Chinese AI chips as mainland cuts reliance on Nvidia
Tencent Holdings, which runs the world’s largest video gaming business by revenue and China’s biggest social media platform WeChat, has become the latest mainland technology company to push the adoption of locally designed artificial intelligence (AI) chips, as the country cuts the use of imported semiconductors such as those from Nvidia. The Shenzhen-based tech conglomerate’s cloud computing unit, Tencent Cloud, said it was supporting “mainstream domestic chips” in its AI computing...
The Hill
Anthropic CEO criticizes administration's chip policy: 'Doing exactly the wrong things'
Anthropic's CEO voiced concerns Monday about the Trump administration's approach to export restrictions on advanced AI chips, advocating for...
Reuters
China says preliminary probe shows Nvidia violated anti-monopoly law - Reuters
China's market regulator on Monday said that a preliminary investigation had found that Nvidia had violated the country's anti-monopoly law,...
Bloomberg.com
China Targets Nvidia, TI as Big Tech Dominates US Trade Talks - Bloomberg
China ruled that Nvidia Corp. violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive...
ARPU
Europe's AI Playbook
The Capital Efficiency BetThe rationale behind ASML's €1.3 billion investment in French AI startup Mistral, as we explored last week, is one of sound corporate strategy. The Dutch company that makes the world's most critical chip-making machines wants to embed AI into its
South China Morning Post
Breaking | Tech war: China finds that US chip giant Nvidia violated anti-monopoly law
... software and accessories to the Chinese market under “fair, reasonable and non-discriminatory principles”. More to follow... SCMP Plus is a new...
South China Morning Post
Why China launched anti-dumping probe into US chips – and what it means for domestic firms
News. Hong KongChinaEconomyAsiaWorldSportThis Week in AsiaUS Elections ... The probe, requested by a provincial semiconductor association, was...
Bloomberg
Korea’s FuriosaAI Plans $300 Million Funding Round Ahead of IPO
FuriosaAI, the Seoul-based chip startup seeking to challenge Nvidia Corp., is preparing to raise more than $300 million in a potential pre-initial public offering funding round.
Korea’s FuriosaAI Plans $300 Million Funding Round Ahead of IPO
SCMP
China finds US chip giant Nvidia violated anti-monopoly law
China’s antitrust regulator said on Monday it found Nvidia in violation of the country’s anti-monopoly law and would proceed with further investigation, which could lead to punitive actions against the American chipmaker amid escalating technology rivalry with the US. The State Administration for Market Regulation (SAMR) said in a one-line statement that Nvidia violated both antitrust laws and the Chinese government’s terms of approval for the company’s acquisition of Israeli interconnect...