Synopsys forecasts muted quarter on China export restrictions, shares fall February 25, 202611:39 PM UTCUpdated ago By Reuters Synopsys logo is seen in this illustration taken September 9, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 25 (Reuters) - Synopsys' (SNPS.O), opens new tab second-quarter revenue forecast fell short of investor expectations on Wednesday, as the chip design software maker navigates export restrictions in China and broader economic uncertainty. Sh ...

U.S. Commerce Secretary Howard Lutnick addressed the licensing requirements governing Nvidia Corp.’s (NASDAQ:NVDA) sales of its advanced AI chips to China during a hearing on Tuesday. Lutnick stated that Nvidia must adhere to the detailed licensing terms for the sale of its second-most-advanced AI chip, the H200, to China, Reuters reported on Tuesday. He explained that the terms, which were developed in collaboration with the State Department, are detailed and non-negotiable. Don't Miss: Delays and Unce ...

Core Viewpoint - The approval process for Nvidia's export of H200 chips to China is still pending final clearance from the U.S. government, despite President Trump's initial approval [1][5]. Group 1: U.S. Government Review - The U.S. government is reviewing licenses for chip sales to ensure appropriate conditions are attached, with the Commerce Department having completed its analysis [2]. - The State Department is advocating for tougher restrictions and is conducting a national security review before granting licenses to Chinese customers [2][3]. Group 2: Impact on Nvidia and Competitors - Chinese customers are delaying orders for Nvidia's H200 chips as they await clarity on licensing approvals and conditions [4]. - The delay in final approval could significantly impact Nvidia's market position and revenue, as competitors like Alibaba are developing their own AI chips to reduce reliance on Nvidia [6]. Group 3: Market Potential and Developments - Nvidia's CEO believes the Chinese market for their chips could be worth $50 billion annually, following a deal secured with Trump [5]. - Initial approvals for the import of Nvidia's H200 chips were granted to three major Chinese internet firms, indicating some progress in the approval process [7]. - Reports suggest that a Chinese AI startup, DeepSeek, is seeking to purchase Nvidia's top-tier chips, despite concerns over demand [8].

Group 1 - Texas Instruments has agreed to acquire Silicon Laboratories for $7.5 billion, enhancing its presence in wireless connectivity chips for industrial and consumer applications [1] - This acquisition is Texas Instruments' largest since the $6.5 billion purchase of National Semiconductor in 2011 [1] - The deal values Silicon Labs at $231 per share, representing a 69% premium over its last unaffected closing price [2] Group 2 - Silicon Laboratories previously divested some automotive chip assets to Skyworks Solutions for $2.75 billion in 2021, focusing on connected devices [3] - The acquisition agreement includes a termination fee of $259 million for Silicon if it withdraws from the deal, and $499 million for Texas if it cancels the transaction [4]

Intel could be close to a major foundry win.DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.If this Nvidia rumor is true, Intel's foundry business will get a significant boost from the king of AI chips. A mix ...

Group 1 - The Trump administration has announced a 25% tariff on certain advanced AI semiconductors, including Nvidia's H200 chips, which are set to ship to China [1] - The U.S. Department of Commerce has approved Nvidia to start shipping H200 chips to vetted customers in China, despite the tariffs [2] - Nvidia expressed support for the decision, highlighting the balance it strikes for the American chip industry and the demand for H200 semiconductors from Chinese companies [3] Group 2 - The Chinese government is drafting regulations on semiconductor imports, which may allow for the purchase of Nvidia's chips, indicating a potential shift in its stance on chip imports [7] - China aims to enhance its domestic semiconductor industry while not falling behind in the global AI race [6] - The U.S. currently manufactures only about 10% of the chips it requires, indicating a heavy reliance on foreign supply chains, which poses economic and national security risks [8][9]

Donald Trump wants to keep China tethered to America’s cutting-edge AI chips. That strategy may not work as planned https://t.co/v9Dys7Sg3J ...

Today uh the product we ship to China are eight generation behind our INA2 tool. We talked about it. So we're quite far behind and China of course uh is suffering from that.They their technology progress has slowed down. Now the question is how far do you push that. Do we keep them behind five, 10, 15 years, not for me to decide.Or do we frustrate them to the point where they have no choice but to stop depending on western technology which for us it means on the long term that part of the trade is gone. The ...

What does it mean for a company like Nvidia or AMD that are making these AI accelerators. What does higha mean for them and the kind of AI chips we're going to get into the future. >> Well, it's been they will be able to put more transistor per unit of area the wafer.So more transistor for AI is great, right. Because this is more computing power or more memory. And the second advantage is that this also reduce the energy consumption.So INA will feed MOS low which require more transistor density and less ene ...

AI 行业发展现状 - 欧洲目前是美国和中国 AI 技术的消费者，而非生产者和建设者[1] - 欧洲在整体 AI 生态系统中表现薄弱[1] - 欧洲在 AI 竞赛中落后[1] 半导体行业发展现状 - 过去 10 年，欧洲的半导体系统出货量仅占总业务的 1% 或 2%[2] - 欧洲缺乏先进和成熟的半导体制造业[2] - 欧洲对先进芯片的消费不足，因为开发 AI 芯片的公司不在欧洲[2] 行业发展建议 - 欧洲需要创造条件，以吸引整个 AI 生态系统回归[2] - 欧洲要赶上其他国家，面临重大挑战[3]