How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
A look at the tussle between the US and China over subsea cables; US Big Tech now accounts for 70%+ of all used subsea-cable capacity, from <10% a decade ago
A high-stakes rivalry is playing out over a vast but vulnerable web of underwater cables that carry nearly all global internet traffic
Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it
And This Stock Has Exploded 125% Reuters : China chipmakers push to triple AI chip capacity, eyes Nvidia alternative Dan Gallagher / Wall Street Journal : Even Nvidia Has Speed Lim...
Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks
Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …
Sources: Meta plans to build an AI lab dedicated to pursuing “superintelligence”, led by Scale AI CEO Alexandr Wang, with seven- to nine-figure compensations
The new lab, set to include Scale AI founder Alexandr Wang, is part of a reorganization of Meta's artificial intelligence …
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia ...
The US Commerce Department says it will rescind the Biden-era “AI diffusion rule” to limit AI chip exports from May 15, replacing it “with a much simpler rule”
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort …
Sources: Huawei is building a chip production line in Shenzhen and is the key player behind three Guanlan plants, as satellite imagery shows rapid development
Financial Times :
Sources: Intel shortlists buyout firms for the next round of bidding for its Altera unit, including Francisco Partners, Silver Lake, and Lattice Semiconductor
Bloomberg :