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India to take up Biden's AI chip export curbs with Trump govt
Economic Times
·
6m ago
Medial
India plans to address the US's export cap on AI chips with the incoming Trump administration, stemming from a Biden directive limiting India's imports. The Ministry of Electronics and Information Technology, alongside national security advisor Ajit Doval, is assessing the long-term implications on India’s tech industry under the India-US iCET framework. The cap, which requires licenses for importing over 50,000 GPUs yearly, may impede India's AI capabilities and increase compliance complexities for domestic companies.
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Microsoft will urge Trump to overhaul curbs on AI chip exports: report
Economic Times
·
5m ago
Medial
Microsoft is urging President Trump to relax AI chip export restrictions, particularly for allies like India, Switzerland, and Israel, according to a Wall Street Journal report. Microsoft's appeal aligns with concerns that tighter U.S. controls on AI chip exports, especially to China, hamper American technology firms. Microsoft warns allied nations may look to China for access to advanced computing solutions. The plea is in response to existing and proposed export restrictions that complicate global AI infrastructure competitiveness.
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Trump administration to rescind and replace Biden-era global AI chip export curbs
Economic Times
·
3m ago
Medial
The Trump administration plans to replace a Biden-era AI chip export rule, viewed as overly complex and restricting American innovation. The original rule aimed to limit China's access to advanced chips, supporting U.S. and allied dominance. It categorized countries into tiers dictating chip access. Trump officials may discard this system for a global licensing regime to enhance AI and technological innovation. Nvidia's stocks saw a brief rise following the news.
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Nvidia CEO says not attending Trump's inauguration
Economic Times
·
6m ago
Medial
Nvidia CEO Jensen Huang will not attend the US presidential inauguration, choosing instead to celebrate the Lunar New Year with employees. He recently discussed increasing production of Nvidia's AI chips with TSMC. Nvidia's growth faces potential challenges from new US export restrictions on AI chips, targeting countries like China. These restrictions, introduced during Biden's administration and likely supported by the incoming Trump administration, aim to limit advanced chip exports to protect US interests.
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Huawei founder waves off US chip curbs while trade talks proceed
Economic Times
·
1m ago
Medial
Huawei founder Ren Zhengfei claims US tech export restrictions have minimal impact on China's chip sector, as domestic firms innovate with chip packaging and open-source AI development. The statement coincides with US-China trade talks focused on tech shipments and export controls. US Commerce Secretary highlights these controls limiting China's semiconductor progress. Despite restrictions, Huawei has advanced in semiconductors, AI, and EVs, stressing its independence from Beijing amidst ongoing tensions over its operations.
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China warns of 'necessary actions' if US escalates chip curbs
Economic Times
·
8m ago
Medial
China issued a warning to the United States, stating that it would take necessary actions to protect its firms if the U.S. escalated chip control measures. Reports suggest that the Biden administration might unveil new export restrictions on Chinese chip companies. The U.S. has been tightening controls on semiconductors due to concerns about China's military advancements. China strongly opposes these measures, stating that they disrupt the international economic and trade order and damage cooperation between the two countries. China plans to protect the legitimate rights of its enterprises if control measures intensify.
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US curbs on Nvidia chips to have limited impact on South Korean chipmakers
Economic Times
·
3m ago
Medial
The new US restrictions on Nvidia's H20 AI chip exports to China will have limited impact on South Korean chipmakers, according to experts. SK hynix, supplying HBM3E memory for these chips, is primarily focused on their latest generation destined for non-Chinese markets. The export ban will not affect SK hynix's financials, as contracts are already secured. However, uncertainty lingers as the broader Chinese AI chip market could slow down, affecting future opportunities.
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Two Chinese chip firms plan $1.7 billion IPOs, bet US export curbs to spur growth - The Economic Times
Economic Times
·
1m ago
Medial
Two Chinese AI chip startups, Moore Threads and MetaX, aim to raise a combined 12 billion yuan ($1.65 billion) through IPOs on Shanghai's STAR Market. The companies are capitalizing on U.S. export curbs, hoping to boost local demand for their GPUs. Despite recent losses due to heavy R&D, both firms see domestic growth opportunities as the U.S. intensifies chip restrictions. Founded by ex-employees of major U.S. chip firms, they compete with domestic giants like Huawei.
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Nvidia Set to Launch Lower-Priced AI Chip for China Amid Export Curbs
OutlookIndia
·
2m ago
Medial
Nvidia is set to launch a lower-priced AI chip for the Chinese market amid export restrictions, priced between $6,500 and $8,000. This chip, based on the latest Blackwell architecture, represents a cost-effective alternative to the banned H20 model. By excluding advanced features and using conventional memory, Nvidia aims to capture China’s data center market. Despite reduced market share and challenges from Huawei, Nvidia remains committed to the Chinese market, accounting for 13% of its revenue.
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A timeline of the US semiconductor market in 2025 | TechCrunch
TechCrunch
·
14d ago
Medial
In 2025, the U.S. semiconductor industry experienced significant changes and challenges. Key developments included Intel's restructuring efforts, Nvidia's struggles with U.S. export restrictions, and AMD's acquisitions to bolster its AI capabilities. The Trump administration's AI Action Plan emphasized chip export controls, while trade tensions with China persisted. Additionally, Intel appointed Lip-Bu Tan as CEO, focusing on revitalization. Major industry events, regulatory actions, and market dynamics shaped the sector's future, highlighting its critical role in technological advancement.
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Trump team seeks to toughen chip controls over China: Reports
Economic Times
·
5m ago
Medial
The Trump administration is planning to tighten semiconductor restrictions on China, extending Biden's efforts to limit Beijing’s technology capabilities, Bloomberg News reports. U.S. officials met with Japanese and Dutch counterparts to potentially restrict engineers from Tokyo Electron and ASML from working on semiconductor equipment in China. Additionally, further limits on Nvidia chip exports to China are considered. The initiative aims for U.S. allies to align on restrictions similar to those on American chip firms.
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