Spain only uses Huawei storage for a "minor part" of its wiretapping system, the government said https://t.co/aeIpNG3KCS ...

商务部就美批准对华销售英伟达H20芯片有关情况答记者问记者：近日，美方有关官员表示，美批准向中国销售英伟达H20芯片是中美经贸谈判的一部分，目前华为等中国企业已经生产了等效芯片，美方不希望中方实现国产替代。请问商务部对此有何评论？商务部：中美伦敦经贸会谈后，双方保持密切沟通，确认了伦敦框架细节并推进相关落实工作。中方依法审批符合条件的管制物项出口申请，美方于7月上旬相应取消了会谈涉及的对华限制措施。我们注意到，美方近日又主动表示将批准对华销售英伟达H20芯片。中方认为，美方应摒弃零和思维，继续取消一系列不合理的对华经贸限制措施。外汇交易员 (@myfxtrader):美国财长贝森特称，中国华为等厂商已经研发出与英伟达H20同等性能的芯片。如果有同等芯片的存在，那就可以出售。贝森特表示美国不愿意看到“数字丝绸之路”在全球兴起，因为中国等国家正在替代美国芯片制造。 https://t.co/ty2PjNsOAj ...

The US should pull back on sharing intelligence with Spain, given that the country allegedly relies on Chinese network vendor Huawei to support its wiretap system, according to Senator Tom Cotton https://t.co/Ww796bxlV1 ...

Core Insights - NVIDIA is aiming to enhance its presence in China by introducing more advanced AI chips, moving beyond its current offerings [1][2] - The company has resumed sales of the H20 chip to China after a temporary ban, which had significant financial repercussions [3][4] Group 1: Company Strategy - NVIDIA's CEO Jensen Huang expressed the intention to provide more sophisticated chips to China as technology evolves and regulations allow [2][3] - The H20 chip, designed to comply with U.S. export rules, was previously banned, leading to a $4.5 billion charge for unsold inventory and $2.5 billion in lost revenue in the first quarter [4] Group 2: Market Implications - Huang highlighted the potential of China's AI market, projected to reach $50 billion in the coming years, indicating that losing access to this market would be detrimental for U.S. tech firms [5] - The CEO warned that if U.S. companies are excluded from the Chinese market, local competitors like Huawei could gain a significant advantage [5] Group 3: Regulatory Challenges - Huang noted that export controls are beyond NVIDIA's control and can disrupt business operations, emphasizing the need to inform governments about the unintended consequences of their policies [6]

that. >> Our next guest says this is not just good news for Nvidia but for AMD as well. Ben Rice of Melius Research, head of technology research, joins us here at post nine.What a remarkable week, and it's amazing to watch him sort of thread this needle between American interests and definitely selling to the Chinese market and the Chinese. >> Yeah it's amazing. You know, you're seeing what you get with one of the world's best CEOs of all time, maybe the best.And the intangibles you get how he threaded this ...

US-China Trade & Technology - The Trump administration initially banned the sale of Nvidia's H20 chip to China, a downgraded chip designed to meet US requirements for sale in the Chinese market, but later reversed this stance [2] - Chinese customers reportedly desire the H20 chip in very large quantities, potentially leading to billions of dollars in sales for Nvidia [2][3] - The decision to allow H20 sales may stem from US-China talks where China allowed rare earth magnet shipments to the US in exchange for the US lifting certain controls [5] - The initial ban on H20 chips was based on concerns that large-scale purchases by Chinese firms would enable them to compete with US AI players and develop AI for strategic purposes [6] Competitive Landscape in AI Chips - Nvidia remains a leading player in the AI chip market, even with downgraded chips, as Huawei's domestic production of needed AI chips is limited [7] - Nvidia's ability to sell scaled-down versions of its chips in large volumes to China indicates its lead over Huawei, which struggles with production [9] - Huawei faces challenges in ramping up production and resorts to smuggling chips and components from abroad [9] - US firms, along with Taiwanese manufacturing partners like TSMC, maintain a significant lead over Chinese competitors in high-end AI chips [8][9] Semiconductor Manufacturing & Geopolitics - Taiwan produces 90% or more of the most advanced chips used in AI, smartphone processors, and PC processors [10] - TSMC is developing a large campus in Arizona, representing early-stage efforts to diversify the semiconductor supply chain, but significant concentration remains in Taiwan [11]

根据IDC最新发布的《全球季度手机跟踪报告》数据，华为时隔四年多重返中国智能手机出货量榜首，二季度市场份额达到18.1%，vivo和OPPO等品牌的市场份额下滑。从出货量看，华为二季度同比降3.4%；降幅最大的是vivo，降10.1%；OPPO降5.0%，苹果降1.3%，小米增3.4%。 https://t.co/ycKvw4WZhn ...

Huawei took the top spot in China’s smartphone market for the first time in more than four years, a comeback fueled by new designs and software that appealed to users in a slowing market https://t.co/5anTcI1Rj4 ...

you saw those headlines drop, Ben. Um, were you surprised by that. You saw that coming.What' you think. Yeah, I mean, I wasn't surprised. I think we had heard a lot of chatter that both CEOs were working with the administration trying to understand what it would need to take to to overcome some of these regulatory barriers and have some products that they can now ship back into China.I think they've both been very very vocal about how important that market is for them to the terms of their business. Jensen ...

ED: COMING UP, NVIDIA IS SET TO RESUME SOME AI CHIP SALES TO CHINA. PLUS, WE ARE LIVE FROM THE INAUGURAL PENNSYLVANIA ENERGY EVENT. OUR CONVERSATION WITH CHRIS RIGHT IN THE CRYPTO CZAR, DAVID SACHS. IN THE COMMISSION HAS AGREED TO PURCHASE WHAT REMAINS OF WINDSURFING. BOTH CEOS JOIN US LATER IN THE HOUR. GETTING BACK TO OUR TOP STORY, NVIDIA AND AMD WILL START SELLING SOME AI CHIPS BACK INTO CHINA AFTER THE ADMINISTRATION AND THE U.S. GOVERNMENT SIGNALED THEY WOULD SECURE THE LICENSES AND APPROVALS TO DO SO ...