Export controls and trade tensions fragment the semiconductor supply chain, with China accelerating domestic chip design and production. Taiwan, Europe, and the US are reshuffling alliances.
Chronic shortages of Nvidia’s H20 GPU, a watered-down model designed to circumvent US export controls, are pushing Chinese buyers toward domestic chipmakers such as Biren and Cambricon. The shift is less about raw performance and more about data sove...
Rumors of a limited reopening of Nvidia H200 exports to China reignite the chip war debate. As Beijing pushes for self-reliance, access to advanced GPUs like the H200 could accelerate local LLM development, but U.S. restrictions continue to shape the...
Trade frictions between the Netherlands and China over chipmakers Nexperia and lithography giant ASML point to increasing semiconductor supply chain fragmentation. For those building private AI infrastructure, access to cutting-edge accelerators beco...
DIGITIMES reveals the strategy behind TSMC's effort to strengthen semiconductor supply chain resilience by building a 'second fleet' of alternative suppliers and capacities. For those running LLM inference on-premises, GPU availability is a cost and ...
A new EUISS-Institut Montaigne study paints a bleak future for European semiconductors, caught between Beijing's export restrictions and deepening reliance on US technology. The Chips Diplomacy project casts long shadows over the continent's hardware...
