Nvidia plans to resume H20 sales to China after the US assured it AI chip shipments would be approved, reversing the Trump administration's stance from April
US government officials told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator …
Analysis: Chinese companies aim to install 115K+ US-sanctioned Nvidia H100 and H200 chips in 39 data centers across China's western deserts, mostly in Xinjiang
https://www.bloomberg.com/news/ articles/2025-07-08/latest-tariff-pause - shows-limits-of-trump-s-frenzied- dealmaking
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 H...
Sources: Trump administration plans to expand Entity List restrictions to cover subsidiaries of Chinese companies, aiming to block workarounds via new offshoots
The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.
Malaysia downplays its deal to use 3,000 Huawei chips to build a first-of-its-kind AI system by 2026, underscoring its delicate position in the US-China AI race
Malaysia declared it'll build a first-of-its-kind AI system powered by Huawei Technologies Co. chips, only to distance itself …
Malaysia downplays its deal to use 3,000 Huawei chips to build a first-of-its-kind AI system by 2026, underscoring its delicate position in the US-China AI race
Malaysia declared it'll build a first-of-its-kind AI system powered by Huawei Technologies Co. chips, only to distance itself …
ASML reports Q1 net sales up 46% YoY to €7.74B, vs. €7.8B est., a €2.36B net profit, €3.94B net bookings, below €4.89B est., and warns of tariff uncertainty
Dutch semiconductor equipment giant ASML on Wednesday missed order expectations and said that uncertainty …
SEC filing: Nvidia says it will record a $5.5B quarterly charge after new US rules to require a license to export the H20 chips to China; NVDA drops ~5%
Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations.
Sources: Microsoft has halted talks for, or delayed development of, data center projects in Indonesia, the UK, Australia, Illinois, North Dakota, and Wisconsin
The software company has recently halted talks for, or delayed development of, sites in Indonesia, the UK, Australia, Illinois …
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 : N...
Sources: Intel has spoken with the Trump administration and TSMC over the past few months about a deal in which TSMC assumes control of Intel's foundry business
The Silicon Valley giant is trying to cut a deal it hopes would help it pull out of a yearslong slump.
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 bil...
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 R...
The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it
The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.
China bans shipments to the US of several “dual-use” minerals and metals used in chipmaking and military applications, in a retaliation to new US chips curbs
Beijing bans export of materials used in semiconductors and batteries — China has banned shipments to the US of several …
Japan allocates another $9.9B to boost its chip, quantum computing, and AI endeavors, with an undisclosed amount going to chip startup Rapidus
Bloomberg :
The US awards Intel up to $7.865B under the CHIPS Act to help build or expand chip plants in Arizona, New Mexico, Ohio, and Oregon, including $1B+ later in 2024
Government grant is less than originally expected because the chip giant is also receiving separate funding for defense
Sources: China is discouraging local companies from purchasing Nvidia's H20 chips to help expand the country's semiconductor industry and counter US sanctions
- Nvidia can only sell slower AI chips to China due to US curbs — Beijing is fostering domestic champions like Huawei, Cambricon
Sources: China is discouraging local companies from purchasing Nvidia's H20 chips to help expand the country's semiconductor industry and counter US sanctions
China also doesn't want to hurt its own startups by fully cutting them off from the best (read: Nvidia) chips https://www.bloomberg.com/... Paul Triolo / @pstasiatech : China Urges...
The Biden administration's big bet on Intel to lead a US chipmaking revival is in trouble as Intel struggles to hit milestones to get CHIPS Act grants and loans
with no guarantee of when, or if, that money will be disbursed 🧵& free link: https://www.bloomberg.com/... Pranav S. / @pranavenstein : Why, Bloomberg, why? This is a <2x increase ...