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 ...

Does Europe become a consumer of US and Chinese AI or a producer and builder of AI. >> Today I think this is clearly a consumer. If you look at the overall AI ecosystem in Europe, it's very weak in any way you look at it.And you know today there could be a debate about will the US or China win the AI race. I think it's clear who is losing it today. It's Europe. Europe is behind.And it's true with semiconductor, right. If you look at semiconductor basically take our shipment the shipment of our system to Eur ...

New reporting that China is accelerating efforts to boost domestic AI chips even as the president is easing Nvidia export restrictions. In today's tech debosa digs into what more Nvidia chips could mean for China's tech giants. Morning D. >> Hey, morning Carl.So deepse yes it's reportedly training on smuggled black wells. Meanwhile, bite dance and Alibaba Reuters says immediately asked for H200 orders as soon as Trump reopened the window. Now, this all exposes how far behind China's domestic chip sector sti ...

President Trump has lifted a US ban on exports to China of Nvidia's H200 chips. The H200 is more powerful than the H20, designed for export to China, but less powerful than the cutting-edge B200. Here's what to know about Nvidia's AI chips https://t.co/JuMPUUmJS8 ...

President Trump has lifted a US ban on exports to China of Nvidia's H200 chips. The H200 is more powerful than the H20, designed for export to China, but less powerful than the cutting-edge B200. Here's what to know about Nvidia's AI chips. https://t.co/Soz6ISRuOX ...

The AI chips that Nvidia is allowed to ship to China will undergo a special security review in the U.S. before they are exported https://t.co/EajDe1aZH6 ...

U.S. President Donald Trump said the United States would allow Nvidia's H200 processors to be exported to China, though it remains unclear whether Beijing will give the green light to Chinese companie... ...

Core Viewpoint - Intel's stock has more than doubled in 2025, indicating a significant turnaround, although challenges remain ahead for the company [2]. Group 1: Leadership and Strategic Changes - Intel appointed Lip-Bu Tan as CEO in March, who implemented immediate cost-cutting measures, including layoffs and the cancellation of certain foundry investments [4]. - Tan emphasized a more disciplined investment approach, linking future investments to confirmed customer commitments [4]. Group 2: Financial Position and Investments - Intel raised capital through various deals, including a nearly 10% stake from the U.S. Government and investments of $2 billion from Softbank and $5 billion from Nvidia [5]. - The company ended Q3 with over $30 billion in cash and short-term investments [6]. Group 3: Product Development and Market Opportunities - The Intel 18A process node is ready for production, with the Panther Lake laptop chip expected to ship by the end of the year and volume shipments in 2026 [6]. - Reports indicate that Microsoft may utilize the Intel 18A process for its next-generation AI processor, marking a potential shift in customer engagement [7]. - Analysts suggest that Apple could choose the Intel 18A-P process for its low-end M-series chips, which could lead to the production of 15 million to 20 million chips annually [8]. Group 4: Market Sentiment and Future Outlook - Despite the stock's significant increase, it remains below its all-time high, and the foundry business is not expected to generate profits for a few years [10]. - The demand for AI chips is rising, creating opportunities for Intel's new manufacturing processes to enhance competitiveness in the PC and server CPU markets [11].