Cold shoulder: Why Beijing is freezing Nvidia's access to the Chinese market

cnbc - Beijing has put a freeze on Nvidia's access to its market — a move industry experts say reflects growing confidence in Chinese chip makers and trade posturing.

Back to Top / Thursday, September 18, 2025, 6:20 am / permalink 14681 / 4 stories in 5 months

Huawei sets out 15,488-accelerator “supernodes” as China tightens grip on Nvidia

Robert Brown / implicator - Huawei breaks years of chip silence with roadmap through 2028 as China bans Nvidia purchases—a coordinated tech offensive timed for Trump-Xi talks. The clustering strategy and memory breakthrough claims signal parallel infrastructure.

Back to Top / Thursday, September 18, 2025, 5:20 am / permalink 14680 / 5 stories in 5 months

iPhone 18 Pro rumors hint at translucent design and new A20 Pro chip

Imran Hussain / ithinkdiff - The iPhone 17 lineup is yet to get in the hands of customers, but attention is already shifting to Apple’s 2026 flagship. According to early reports, the iPhone 18 Pro and Pro Max will maintain much of the current design...Read more at iPhone 18 Pro rumor…

Back to Top / Wednesday, September 17, 2025, 6:20 pm / permalink 14662 / 4 stories in 5 months

China tells its tech companies they can’t buy AI chips from Nivida 

Rebecca Szkutak / techcrunch - After strongly discouraging tech companies from buying Nivdia's AI chips in August, the country is now banning the practice outright.

Back to Top / Wednesday, September 17, 2025, 4:20 pm / permalink 14658 / 3 stories in 5 months

$599 MacBook With iPhone Chip Expected to Enter Production This Year

Joe Rossignol / macrumors - Apple supply chain analyst Ming-Chi Kuo today reiterated that a more affordable MacBook powered by an iPhone processor is slated to enter mass production in the fourth quarter of 2025, which points towards a late 2025 or early 2026 launch.Below, we recap …

Back to Top / Wednesday, September 17, 2025, 3:20 pm / permalink 14656 / 3 stories in 5 months

China bans its biggest tech companies from acquiring Nvidia chips, says report — Beijing claims its homegrown AI processors now match H20 and RTX Pro 6000D

tomshardware - Beijing is reportedly telling its biggest tech companies to buy local instead of purchasing Nvidia's latest China-specific AI chips.

Back to Top / Wednesday, September 17, 2025, 7:20 am / permalink 14624 / 11 stories in 5 months

This Chip Will Power 2026's Best Android Phones. I Can't Wait to See What it Can Do

Katie Collins / cnet - More is set to be revealed about the Snapdragon 8 Elite Gen 5 next week.

Back to Top / Monday, September 15, 2025, 12:21 pm / permalink 14554 / 2 stories in 5 months

SK hynix edges out rivals with first-to-market HBM4 chips for Nvidia and others

techspot - HBM4 is the sixth generation of SK hynix's high-bandwidth memory, a DRAM-based technology built for rapid data processing in advanced computing environments. According to the company, the new chips double the available bandwidth compared with previous HBM…

Back to Top / Friday, September 12, 2025, 11:21 am / permalink 14476 / 3 stories in 5 months

Alibaba and Baidu shift gears by adopting proprietary AI chips

Chinese tech giants Alibaba and Baidu are now leveraging in-house chip technology to train their AI models, marking a decisive pivot away from external chip suppliers. This strategic move not only reinforces operational autonomy but also signals a broader industry trend towards self-reliance and enhanced efficiency in the competitive AI landscape.

Back to Top / Thursday, September 11, 2025, 1:20 pm / permalink 14380 / 0 stories in 5 months

Arm debuts AI-optimized Lumex chip lineup for mobile devices

Maria Deutscher / siliconangle - Arm Holdings plc today introduced a new portfolio of chip designs that handset makers can use to develop mobile processors. The product family is known as Lumex. It includes central processing units, graphics processing units and an interconnect module. S…

Back to Top / Wednesday, September 10, 2025, 5:21 pm / permalink 14324 / 2 stories in 5 months

Arm unveils AI‐optimized mobile chip designs for Android devices

Arm has introduced its latest generation of mobile chip designs specifically engineered for enhanced AI performance. The new chips promise improved efficiency for next‐generation Android devices, injecting a fresh twist into the competitive mobile tech race with a hint of futuristic bravado.

Back to Top / Tuesday, September 9, 2025, 11:20 pm / permalink 14214 / 6 stories in 5 months

Nvidia Frames US Chip Restrictions as ‘Doomer’ Paranoia to Protect China Sales

Markus Kasanmascheff / winbuzzer - Nvidia is lobbying against US AI chip restrictions for China by labeling supporters 'A.I. doomers,' a move to protect billions in sales amid national security debates.The post Nvidia Frames US Chip Restrictions as ‘Doomer’ Paranoia to Protect China Sales …

Back to Top / Tuesday, September 9, 2025, 8:21 am / permalink 14129 / 2 stories in 5 months

Mistral confirms €1.7bn Series C led by ASML

sifted -

Back to Top / Tuesday, September 9, 2025, 2:20 am / permalink 14114 / 8 stories in 5 months

Intel reshuffles its executive leadership team as its former co-CEO departs

Mike Wheatley / siliconangle - Intel Corp. Chief Executive Lip-Bu Tan has made sweeping changes to his executive leadership team, waving goodbye to former interim co-CEO Michelle Johnston Holthaus and announcing a series of new appointments. The changes come as Tan intensifies his effo…

Back to Top / Monday, September 8, 2025, 7:20 pm / permalink 14096 / 6 stories in 5 months

Trump Admin Eyes Annual Chip Supply Licenses in China

The Trump administration is mulling over an annual licensing scheme for chip supplies from Samsung and SK Hynix operating in China. The proposed framework is part of a tightening regulatory stance amid escalating US–China tech tensions, ensuring stricter control of semiconductor exports with a firm national security twist.

Back to Top / Monday, September 8, 2025, 7:20 am / permalink 14024 / 2 stories in 5 months

OpenAI is reportedly producing its own AI chips starting next year

Mariella Moon / engadget - OpenAI is gearing up to start the mass production of its own AI chips next year to be able to provide the massive computing power its users need and to lessen its reliance on NVIDIA, according to the Financial Times. The company reportedly designed the cu…

Back to Top / Friday, September 5, 2025, 8:21 am / permalink 13883 / 3 stories in 6 months

Broadcom shares surge following $10B OpenAI chip order

In a striking market move, Broadcom’s shares soared after news broke of a staggering $10 billion chip order placed by OpenAI. The deal highlights a fervent rush in AI hardware investments, with both firms playing hardball in the race for superior processing power—and perhaps a touch of audacity.

Back to Top / Friday, September 5, 2025, 7:20 am / permalink 13880 / 8 stories in 6 months

Broadcom projects robust AI chip sales with impressive forecast growth

Broadcom has delivered an upbeat forecast predicting a significant surge in AI chip sales amid a booming demand for next-generation semiconductors. The company’s optimistic projections highlight its strategic positioning in the rapidly evolving AI landscape, much to the delight of investors and industry watchers alike.

Back to Top / Thursday, September 4, 2025, 5:21 pm / permalink 13845 / 3 stories in 6 months

Nvidia dominates GPU shipments with 94% share — shipment surge likely caused by customers getting ahead of tariffs

tomshardware - Research shows that GPU sales increased by 27% in 2Q25 over the last quarter.

Back to Top / Wednesday, September 3, 2025, 8:21 am / permalink 13657 / 3 stories in 6 months