Despite President Donald Trump‘s approval of Nvidia Corp.‘s (NASDAQ:NVDA) export of H200 chips to China, the sales are reportedly still pending final clearance from the U.S. government. State Dept Review Delays China Chip Sales The U.S. government is now reviewing the licenses to ensure that appropriate conditions are attached. The Commerce Department has completed its analysis, but the State Department is reportedly pushing for tougher restrictions, as per a report by the Financial Times on Wednesday. ...

By Harshita Mary Varghese Feb 4 (Reuters) - Texas Instruments on Wednesday agreed to buy chip designer Silicon Laboratories for about $7.5 billion, aiming to ​expand its presence in wireless connectivity chips used in industrial and ‌consumer applications. For TI, whose core strength lies in analog chips that manage signals and power ‌in electronic equipment, the acquisition marks its biggest since the $6.5 billion deal for National Semiconductor in 2011. Unlike AI chip firms Nvidia and AMD, TI focuse ...

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]

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 ...