Nvidia’s China Licenses Start Flowing—Just as Beijing Questions the Chips’ Integrity

Maria Garcia / implicator - Jensen Huang's White House visit unlocked Nvidia's China chip licenses in 48 hours—while Beijing demanded proof the same hardware wasn't compromised. Both capitals are using semiconductors as leverage in a tech standoff neither side can win.

Back to Top / Friday, August 8, 2025, 7:20 pm / permalink 11974 / 2 stories in 6 months

Intel CEO Lip-Bu Tan responds to Trump allegations in letter: 'I have always operated within the highest legal and ethical standards'

tomshardware - Intel CEO Lip-Bu Tan defended his record and pledged cooperation with the U.S. government in a letter to employees after President Trump called for his resignation citing conflict of interests.

Back to Top / Friday, August 8, 2025, 10:22 am / permalink 11927 / 4 stories in 6 months

What Trump’s 100% Tariff on Imported Semiconductors Mean for Tech Firms

Rohit Singh / medianama - Trump’s 100% tariff on imported semiconductors led to a range of reactions from tech giants, with some, like Apple, pledging new US investments, and firms from Taiwan and South Korea reaffirming their commitment. The post What Trump’s 100% Tariff on Impor…

Back to Top / Friday, August 8, 2025, 5:20 am / permalink 11908 / 4 stories in 6 months

Trump Demands Intel CEO Lip-Bu Tan Resign as Board Weighs Ouster

Marcus Schuler / implicator - Trump demanded Intel's CEO resign over China ties Thursday morning. But Lip-Bu Tan was already losing a boardroom war over whether to keep the company's factories. The president just gave Intel's directors the excuse they needed.

Back to Top / Thursday, August 7, 2025, 8:20 pm / permalink 11899 / 4 stories in 6 months

Report: Apple to Switch to Advanced US-Made iPhone Camera Sensors

Hartley Charlton / macrumors - Apple will partner with Samsung to produce next-generation image sensor chips for upcoming iPhone models at a facility in Texas, marking a major departure from its exclusive reliance on Sony, according to the Financial Times.As part of its announcements s…

Back to Top / Thursday, August 7, 2025, 8:21 am / permalink 11824 / 6 stories in 6 months

Trump announces 100% semiconductor tariffs — 'There's no charge' for chips built in the U.S

tomshardware - President Donald Trump says that he will apply a 100% tariff on chip imports, but exempts companies that build in the U.S.

Back to Top / Thursday, August 7, 2025, 7:21 am / permalink 11817 / 9 stories in 6 months

Trump Imposes 100% Chip Tariffs, Exempting Key US Investors

In a controversial move, President Trump announced plans to impose 100% tariffs on certain semiconductor imports while exempting major US investors such as Apple. The measure, intended to protect domestic tech interests, is already stirring debate over its impact on global supply chains and market dynamics.

Back to Top / Wednesday, August 6, 2025, 8:20 pm / permalink 11801 / 6 stories in 7 months

U.S. Senator probes Intel board over CEO Lip-Bu Tan's former China links —raises national security concerns amid Cadence scandal

tomshardware - Senator Tom Cotton is pressing Intel’s board over CEO Lip-Bu Tan’s past China investments and whether he knew about subpoenas tied to Cadence, his former company, which recently pleaded guilty to selling chip design tools to a Chinese military university …

Back to Top / Wednesday, August 6, 2025, 11:22 am / permalink 11741 / 2 stories in 7 months

AMD’s earnings fall short from China chip ban despite good traction in AI

Mike Wheatley / siliconangle - Advanced Micro Devices Inc.’s stock headed lower in extended trading today after it delivered mixed financial results, with earnings coming up short of Wall Street’s targets. The chipmaker reported second-quarter earnings before certain costs such as stoc…

Back to Top / Tuesday, August 5, 2025, 7:20 pm / permalink 11696 / 5 stories in 7 months

Report: Intel struggles with new 18A process as it cuts workers and cancels projects

Andrew Cunningham / arstechnica - Intel says it's still on track to launch its first 18A Core Ultra chips in 2025.

Back to Top / Tuesday, August 5, 2025, 12:21 pm / permalink 11648 / 4 stories in 7 months

White House considering chip tracking to curb AI hardware smuggling to China amid enforcement gaps — software or hardware tracking could be next step in U.S. export controls over leading-edge AI silicon

tomshardware - U.S. officials are weighing chip-level location tracking to curb AI hardware smuggling to China, according to Michael Kratsios, Director of the White House Office of Science and Technology Policy. But the plan faces technical hurdles, industry pushback, a…

Back to Top / Tuesday, August 5, 2025, 11:21 am / permalink 11641 / 3 stories in 7 months

World's largest chipmaker TSMC says it has discovered potential trade secret leaks

cnbc - TSMC dominates the market for the manufacturing of the most advanced chips on the planet and counts major firms like Apple and Nvidia as clients.

Back to Top / Tuesday, August 5, 2025, 2:20 am / permalink 11607 / 10 stories in 7 months

Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

cnbc - Nvidia met with Beijing officials on Thursday regarding potential national security risks posed by the resumption of its H20 chip exports to the country.

Back to Top / Thursday, July 31, 2025, 2:20 am / permalink 11316 / 6 stories in 7 months

Samsung second-quarter profit more than halves, missing expectations, weighed by slump in chip business

cnbc - Samsung Electronics reported a second-quarter operating profit that missed expectations and more than halved from the same period last year.

Back to Top / Wednesday, July 30, 2025, 8:20 pm / permalink 11310 / 2 stories in 7 months

Nvidia Orders 300,000 H20 Chips for China from TSMC, Signaling Major Bet After US Policy Reversal

Markus Kasanmascheff / winbuzzer - Nvidia reportedly orders 300k H20 AI chips for China after a US policy reversal aimed at Huawei. The massive sale hinges on pending export license approval from Washington.The post Nvidia Orders 300,000 H20 Chips for China from TSMC, Signaling Major Bet A…

Back to Top / Tuesday, July 29, 2025, 6:20 am / permalink 11118 / 5 stories in 7 months

Positron bets on energy-efficient AI chips to challenge Nvidia's dominance

techspot - Founded in 2023, Positron has rapidly attracted investment and attention from major cloud providers. The startup recently raised $51.6 million in new funding, bringing its total to $75 million. Its value proposition is straightforward: delivering AI infer…

Back to Top / Monday, July 28, 2025, 1:21 pm / permalink 11060 / 2 stories in 7 months

Samsung to build Tesla's next AI chip for cars and robots

Maximilian Schreiner / the-decoder - Tesla has signed a $16.5 billion deal with Samsung, locking in a massive supply agreement that runs through 2033 and could provide a lifeline for Samsung's struggling foundry division.The article Samsung to build Tesla's next AI chip for cars and robots a…

Back to Top / Monday, July 28, 2025, 11:21 am / permalink 11043 / 6 stories in 7 months

Former officials say Nvidia’s H20 chip will aid China’s military AI

Maximilian Schreiner / the-decoder - US expert warns: Nvidia H20 chip is "the gasoline fueling China’s AI engine."The article Former officials say Nvidia’s H20 chip will aid China’s military AI appeared first on THE DECODER.

Back to Top / Monday, July 28, 2025, 11:21 am / permalink 11042 / 4 stories in 7 months

Tesla, Samsung ink $16.5B chip supply contract sealed for production boost

Tesla and Samsung have finalized a staggering $16.5 billion semiconductor supply deal that aims to ensure a steady chip flow, aiding production efficiency amid a tight global supply landscape. The agreement is a clear signal of strategic alignment in the tech and automotive spheres.

Back to Top / Monday, July 28, 2025, 12:20 am / permalink 11022 / 8 stories in 7 months

Reuters says at least a dozen Shenzhen firms repair banned Nvidia H100 and A100 AI chips

Maximilian Schreiner / the-decoder - A thriving repair industry for Nvidia AI chips is taking shape in China, despite a US export ban that was supposed to keep these components out of the country.The article Reuters says at least a dozen Shenzhen firms repair banned Nvidia H100 and A100 AI c…

Back to Top / Friday, July 25, 2025, 9:21 am / permalink 10906 / 2 stories in 7 months