The market for AI chips is becoming increasingly competitive, with companies like Nvidia, AMD, and Huawei vying for dominance. This competition is driven by the growing demand for AI processing power and is leading to innovation in chip design and manufacturing.
Leading developers of AI models from China are exploring ways to rent Nvidia's upcoming Rubin GPUs in the cloud. This option could overcome the challenges related to high costs, deployment complexity, and regulatory hurdles that limit the direct adop...
US export controls have been amended, paving the way for shipments of Nvidia GH200 and AMD MI325X chips to China. This decision could significantly impact the Chinese artificial intelligence market and access to advanced computing technologies.
A new report indicates that Nvidia's market share in China is expected to decrease drastically, from 66% to 8%. Export restrictions and the success of domestic companies are cited as the main reasons for this decline. A significant shift in the Chine...
According to Gigabyte CEO Eddie Lin, the revenue per gigabyte of GDDR7 memory on Nvidia graphics cards will be the key factor determining product success and potential supply shortages in 2026. Nvidia's strategy will therefore depend on the profitabi...
The Trump administration has imposed a 25% tariff on high-end artificial intelligence chips, including Nvidia's H200 and AMD's MI325X, just one day after approving their export to China. This move, following a national security investigation, aims to...
The United States and Taiwan have reached an agreement on tariffs. However, details regarding implementation timelines and capacity rules remain unclear. The agreement aims to strengthen economic cooperation between the two nations, but the lack of c...
According to an analysis from January 16, 2026, TSMC's growth appears unstoppable, but a risk element could threaten its dominant position in the semiconductor industry. The article does not specify the nature of this unknown factor, but suggests tha...
Taiwan's semiconductor test solution sector is experiencing rapid growth, driven by increasing demand for AI chips. This expansion promises new opportunities for specialized companies and reinforces Taiwan's role in the global semiconductor industry....
According to new analysis, Huawei is rapidly catching up with Nvidia in the Chinese AI chip market. This trend is expected to lead to a significant shift in market share by 2026, with Huawei potentially becoming an even more formidable competitor to ...
The U.S. has introduced new export rules for AI and HPC accelerators. The rules allow shipments of AMD's MI325X and Nvidia's H200 GPUs to Chinese entities, provided that manufacturers meet domestic demand and comply with the U.S. Department of Commer...
The Trump administration has introduced a 25% tariff on the export of chips, including the Nvidia H200 and AMD MI325X models. This protectionist move could have significant repercussions on the global semiconductor market, affecting the supply chain ...
The Trump administration has formalized a 25% tariff on Nvidia's H200 chip sales to China. The tariff applies to specific semiconductors, marking an escalation in trade restrictions between the United States and China in the technology sector. This m...
The U.S. has formalized export rules for H200 and MI325X AI GPUs to China. The new regulations include several limitations on the total number of GPUs that can be shipped, with U.S. supply taking priority. Shipments to China will be evaluated on a ca...
Chinese customs officers have allegedly been instructed to block the import of Nvidia H200 chips, effectively banning these AI processors from entering the country. Sources indicate that Beijing might allow the import of these AI GPUs only under 'spe...
Nvidia refutes the claim from some sources that it's requiring Chinese customers to pay for their H200 orders upfront while still awaiting final approval from Beijing. The company says that it ‘would never require customers to pay for products that t...
