News
According to a report from Reuters, David Sacks, the Trump administration’s AI and crypto czar, argues that China is not years behind the U.S. in AI development; instead, the gap may be as short as three to six months. The White House later clarified that he was referring specifically to China’s...
News
Amid China’s semiconductor consolidation wave to push back against U.S. pressure, local foundry giant SMIC announced on June 5 it is selling its full 14.83% stake in SMIC Ningbo to Shenzhen-listed Goke Microelectronics, according to Sina and the Science and Technology Innovation Board Daily. Pe...
News
Just weeks after Trump hit pause on Biden’s sweeping AI Diffusion Rule—which tried to rank every country in a strict three-tier system—Commerce Secretary Howard Lutnick reportedly teased a revamped version is coming pretty soon, though he could not provide a specific timeline. Speaking on J...
News
As the U.S. moves to restrict NVIDIA’s H20 chip in China, Commerce Secretary Howard Lutnick said China still can’t mass-produce advanced semiconductors, adding that the country can make only around 200,000 high-end chips, according to Bloomberg. Bloomberg, citing Lutnick, sees this as clear e...
Insights
After Huawei’s Kirin X90 reportedly entered mass production on 5nm and Xiaomi wowed the world with its self-developed XRING O1—rumored to be built on 3nm—all eyes are now on China’s chip scene. However, with Washington blocking EDA giants like Synopsys, Cadence, and Siemens from supportin...