With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

According to a report from Chinese media outlet Mydrivers, information on LinkedIn shows that Ian Yang, who retired from Intel in 2021 as President of Intel China, joined AMD at the end of 2024 as Corporate Vice President and Lenovo Global Account Manager. As the report highlights, the former Int...

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...