Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…
In spring 2025, Washington banned and then unbanned Nvidia's H20 chip, causing confusion in AI markets. Despite efforts, trade with China lagged. Amid a…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume shipments to…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Malaysia's new 30-day permit window on H100-class accelerators is the part of the directive that actually changes procurement, and the same export coalition is…
The Snapdragon X Elite NPU and NVIDIA's H20 are the same story from opposite ends of the compute stack. Memory bandwidth, not TOPS, decides…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
SMIC 5nm means leading-edge logic on DUV at punishing cost, driven by China's need to build Huawei's Ascend AI chips after the US banned…
SMIC 7nm shipped in the Huawei Mate 60 Pro's Kirin 9000S, a DUV-built chip that proved export controls could not cap China at 14nm.…
SMIC N+1 is a 7nm-class node built without EUV, after the 2020 Entity List cut SMIC off from the one machine the industry uses…
On January 14 the US Department of Defense added Xiaomi to its list of “Communist Chinese Military Companies,” and within a day it became…
TSMC's 5nm node put EUV across a full process for the first time and built the Apple M1, ending Intel's hold on the Mac,…
SMIC 14nm was China's first homegrown FinFET, architected by Liang Mong Song and built for Huawei, proving SMIC could do leading-edge engineering at last.
SMIC 28nm reached volume in 2015, four years late after a long yield struggle, just as the leading edge moved to FinFET and left…
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