NVIDIA and AMD have obtained U.S. approval to export their H20 and MI308 chips to China, but the licenses require them to hand over 15% of their China revenues to the U.S. government. To offset the impact, NVIDIA is said to be preparing an up to 18% price hike on its H20 AI chips, according to Wccft...

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

Recently, the Indian government announced the approval of four new semiconductor projects under the India Semiconductor Mission (ISM), raising the total number of ISM projects from six to ten. These four projects involve a total investment of about INR 46 billion. Notably, one of them refers to Indi...

According to Nikkei, earnings among leading chipmaking equipment makers are beginning to diverge, shaped by weakening sales in China and rising demand for AI chips. The report highlights that the combined net profit of the top ten chipmaking equipment makers remained robust, rising about 40% to $...

Caught between China’s push for domestic AI chips and U.S. export controls, NVIDIA is reportedly developing a new China-focused AI chip based on its Blackwell architecture. According to Reuters, the chip, tentatively called the B30A, aims to outperform the H20—the most advanced model it is curre...