US Commerce Secretary Howard Lutnick says Nvidia's plan to resume its H20 AI chip sales to China is part of US trade negotiations over rare earths and magnets
the China Chips Boost Isn't Done. Fortune India : Nvidia's H20 chip sales to China tied to U.S.-China rare earth deal, amid rising tech tensions: Report Bloomberg Law : Trump AI Czar David Sacks Defen...
Sources: the Trump administration plans to curb AI chip shipments to Malaysia and Thailand, as part of an effort to crack down on suspected smuggling into China
Mackenzie Hawkins / Bloomberg :
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White House Imposing Export...
Sources: companies like Nvidia and many governments are trying to persuade Trump to loosen AI chip export curbs set for May, known as the “AI diffusion rule”
- Nvidia and Oracle pushing for full repeal of AI diffusion rule — Companies must start complying with global restrictions May 15 X: @mackhawk X: Mackenzie Hawkins / @mackhawk : NEW: @jendeben & I wr...
Source: TSMC is considering a controlling stake and fully operating Intel's US factories after a Trump team request, as Trump aims to boost US manufacturing
www.bloomberg.com/news/article... @cdmasterzang : Make Taiwan Great Again! X: Scott Lincicome / @scottlincicome : “Intel's foundry operation lost more than $13 billion on $17.5 billion in revenue last...
During his confirmation hearing for Secretary of Commerce, Howard Lutnick called the CHIPS Act an “excellent down payment” but pledged to review binding awards
Mackenzie Hawkins / Bloomberg :
US officials have struck binding deals for 85% of the CHIPS Act funding; sources: Gina Raimondo said her successor, Howard Lutnick, is committed to the program
Mackenzie Hawkins / Bloomberg :
The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China
now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy. — ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina Raimondo stated “Hold...
The US finalizes a $458M grant for SK Hynix under the CHIPS Act and $500M in loans to build a $3.87B chip packaging facility in Indiana
Mackenzie Hawkins / Bloomberg :
Source: TSMC's US division president said during a webinar that production yields in Arizona are 4 percentage points higher than at similar facilities in Taiwan
Mackenzie Hawkins / Bloomberg :