semiconductors

Nvidia builds location verification tech that could help fight chip smuggling 

The feature will first be made available on the latest ‘Blackwell’ chips

While Trump pledged Nvidia’s top products would remain off bounds, the move gives China access to semiconductors at least a generation ahead of its best technology.

Trump’s Nvidia deal reshapes US’s China strategy, risks supercharging Xi’s AI push

The Asian nation has challenged America’s chip curbs this year with its own export controls on rare earths

The decision appears to settle a US debate about whether Nvidia and rivals should maintain their global lead in AI chips by selling to China or withhold the exports.

US to allow Nvidia H200 chip shipments to China, says Trump

Nvidia shares rise 2% in after-hours trading after announcement; US president says same approach will apply to AMD, Intel

 The Trump administration in September expanded its restricted export list to automatically include subsidiaries owned 50% or more by a company on the list.

US Justice Department accuses two Chinese men of trying to smuggle Nvidia chips

Prosecutors estimate that the scheme had been in operation since at least November 2023, according to court documents

GlobalFoundries makes chips that are used in smartphones, the automotive industry and smart home appliances.

GlobalFoundries acquires Singapore semiconductor firm in push to expand AI portfolio 

Advanced Micro Foundry specialises in silicon photonics, a technology that allows for faster and more efficient data transmission

SoftBank’s chief executive officer Masayoshi Son (left), who met with South Korean President Lee Jae Myung on Friday, said that the demand for chips will rise dramatically as AI advances.

SoftBank’s Arm plans to set up chip training facility in South Korea

It will train about 1,400 high-level chip design specialists to bolster the relatively weak system-semiconductor and fabless segments

Beijing-based Moore Threads is also among those benefiting from a market share void left by Nvidia’s forced exit.

China chipmaker Moore Threads soars 502% after eight billion yuan IPO

The listing comes as optimism over the country’s drive for tech self-sufficiency intensifies, fuelled by trade tensions and fears of US technology curbs

The value of TPUs was corroborated by the launch of Alphabet’s latest Gemini AI model, which received glowing reviews and is optimised to run on the chips.

Alphabet’s TPU AI chips are a potential US$900 billion ‘secret sauce’

The success of TPU chips is a primary reason for the company’s 31% fourth-quarter share rally