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Trump can’t keep China from getting AI chips, TSMC suggests
Arstechnica
·
10m ago
Medial
Taiwan Semiconductor Manufacturing Company (TSMC) warns it may struggle to prevent China from accessing advanced AI chips amid US export controls. Despite efforts, TSMC’s role in the supply chain limits its visibility over chip usage, posing challenges in compliance. A report reveals TSMC-produced chips were found in restricted Huawei products, risking sanctions. Additionally, US President Trump’s proposed tariffs on semiconductor imports could disrupt TSMC's operations, affecting the global supply chain and raising costs.
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Nvidia CEO says not attending Trump's inauguration
Economic Times
·
1y 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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TSMC is reportedly suspending production of advanced AI chips for Chinese firms
Business Insider
·
1y ago
Medial
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly informed its Chinese customers that it will no longer supply them with its most advanced artificial intelligence chips. Starting from Monday, TSMC will no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller for Chinese firms. This move comes as the US government plans to implement new export controls on chip supplies to China in the coming months, and reflects the broader effort to restrict Chinese firms' access to advanced technologies due to national security concerns. TSMC's decision is not expected to have a significant impact on its revenue.
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Trump weighing advanced Nvidia chip sales to China: Report - The Economic Times
Economic Times
·
3m ago
Medial
U.S. President Donald Trump is considering permitting Nvidia to sell advanced AI chips to China, according to Commerce Secretary Howard Lutnick. The decision involves consulting various advisers as discussions among U.S. officials regarding the sale of Nvidia's H200 AI chips to China have begun. Neither the White House nor Nvidia has commented on the situation yet.
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Nvidia CEO in Taipei to visit TSMC, says in talks with US over new China chip - The Economic Times
Economic Times
·
6m ago
Medial
Nvidia CEO Jensen Huang visited Taipei to meet chip foundry partner TSMC amid US-China tensions over AI chips. Nvidia is in talks with the US about introducing the B30A chip to China, succeeding the H20. Although permission was granted for H20 sales after restrictions, security concerns arose in China. Nvidia has paused H20 production and is assessing its supply chain, as both governments negotiate chip sales and security implications.
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Trump wanted to break up Nvidia — but then its CEO won him over
The Verge
·
7m ago
Medial
Former President Donald Trump initially considered breaking up Nvidia, the leading tech company in AI chips, after learning about its dominance. However, after discussions and understanding the complexities involved, Trump opted against it. Nvidia CEO Jensen Huang successfully persuaded the Trump administration to allow the sale of certain AI chips to China, despite initial restrictions. This decision boosted Nvidia’s revenue opportunities while the government's antitrust probe seems less imminent under Trump’s stance.
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China's ByteDance working with Broadcom to develop advanced AI chip
Economic Times
·
1y ago
Medial
China's ByteDance is collaborating with U.S. chip designer Broadcom to develop an advanced AI processor to secure a steady supply of high-end chips amid tensions between the U.S. and China. The custom 5nm chip, compliant with U.S. export controls, will be manufactured by Taiwan Semiconductor Manufacturing Company (TSMC). The partnership aims to lower costs and ensure availability of higher-end chips crucial for ByteDance's AI algorithms. ByteDance has been purchasing Nvidia and Huawei chips to support its AI efforts and has posted semiconductor-related job openings on its website.
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Japan pledges a further $4.9 billion to help TSMC expand Japan production
Economic Times
·
2y ago
Medial
Japan has announced plans to provide TSMC with an additional ¥732 billion ($4.86 billion) in subsidies to assist in the construction of a second chip fabrication plant. The move comes as TSMC inaugurated its first factory in Japan. Tokyo sees TSMC's decision to manufacture chips in the country as vital for advancing semiconductor manufacturing and fortifying supply chains amid escalating tensions with China. The chips produced in the second plant will be more advanced and suitable for applications such as AI and autonomous driving. The total investment in both factories is expected to exceed $20 billion.
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With Donald Trump's help, Intel could hand control of chip plants to TSMC
Economic Times
·
1y ago
Medial
Intel is collaborating with the Trump administration to potentially transfer its chip manufacturing operations to Taiwan Semiconductor Manufacturing Co. (TSMC) amid struggles to compete in the semiconductor industry. The deal, facilitated by Trump-appointed officials, could see TSMC taking control of Intel’s manufacturing business, partly to bolster U.S. chip production and manage strategic risks involving Taiwan and China. The move raises questions about U.S. semiconductor strategy and Intel's future in the industry.
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Trump’s flip-flop on Nvidia chips is a win for China
Livemint
·
7m ago
Medial
The Trump administration's abrupt reversal of export restrictions on Nvidia's H20 chips enables their shipment to China, sparking national security concerns. Initially restricted due to fears of enhancing Chinese AI capabilities, the decision allows Nvidia to resume sales once licenses are approved. Previously, Chinese firms like DeepSeek used these powerful chips to advance AI models. This development signifies a regulatory about-face, potentially benefiting China in the geopolitical tech sphere.
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US senators unveil bill to prevent easing of curbs on Nvidia chip sales to China - The Economic Times
Economic Times
·
3m ago
Medial
A bipartisan group of U.S. senators introduced the SAFE CHIPS Act to prevent the Trump administration from easing restrictions on exporting AI chips from Nvidia and AMD to China and other countries for 30 months. The bill aims to block sales to countries like Russia, Iran, and North Korea, citing national security concerns. The legislation requires prior Congressional briefing for any rule changes and responds to fears of China's military advancements with AI technologies.
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