As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

In late 2024, NVIDIA was reportedly developing a customized GeForce RTX 5090D for the Chinese market, as per Tom’s Hardware. But with U.S. export curbs tightening, Chinese media outlet mydrivers reports that NVIDIA has now suspended shipments of the card to AIC (Add-in-Card) partners. According...

With Trump’s new export curbs targeting its MI308 AI chips, AMD expects a $1.5 billion revenue hit this year, according to Reuters and CNBC. Meanwhile, CEO Lisa Su noted the impact of the restrictions will land hardest in Q2 and Q3, as per the reports. The reports suggest that AMD absorbed $800...

While China’s tech behemoth Huawei is known for making strides for its Ascend AI chips to take on NVIDIA, another Chinese firm, Xiaomi, is rumored to have recruited Qin Muyun, a former Qualcomm senior director, and formed a 1000-employee team to develop its in-house “Xring” chipset, according ...

In recent years, the U.S. has imposed export controls to block China’s access to advanced semiconductor technologies, prompting China to shift its focus to the legacy chip market. According to a report from Commercial Times, citing POLITICO, the European Court of Auditors (ECA) noted that China ha...