The H 200. Remind us. Where does this chip fall in invidious current lineup.Yeah. So this is the prior generation. The generations most powerful chip are significantly more powerful and faster than the H20, which today they are allowed to ship, but buyers are not lining up to buy that chip.Significantly higher ASP than the H20, almost 1.5% to 2 x higher. So a license for this chip would be huge for Nvidia, as you pointed out. Not the Blackwell, though.And I'm just curious about how how powerful this is, rig ...

Core Points - A UK semiconductor factory owned by China, Dynex Semiconductor, has ceased production of high-voltage microchips as China tightens control over the global electronics supply chain [1] - The Chinese owner, CRRC, is expanding domestic production facilities for the same components, raising concerns about the hollowing out of the UK's electronics industry [1][5] - The semiconductor technology sector is a focal point in the tech war between the West and China, with both sides imposing trade restrictions [3] Company Overview - Dynex Semiconductor, established in 1957, is a leading UK producer of semiconductor devices known as IGBTs, which are essential for controlling high-power loads in electric trains and vehicles [3] - The company was acquired by CRRC, a state-owned Chinese rail corporation, in 2008, which has since been blacklisted by the US government due to alleged military ties [4] - CRRC's investment in Dynex was part of a strategy to secure high-voltage chip supplies for China's high-speed rail and grid projects [4] Production Changes - Dynex has officially stopped IGBT production in Lincoln, issuing a nine-month notice to customers in October of the previous year, indicating that production was halted in the summer [5] - While Dynex will continue to package IGBT chips, the focus of production will shift to other areas, as CRRC has become a major producer of IGBTs in China, recently opening a third production line [6]

Market Trends & Government Intervention - Intel's stock performance has seen a 19% increase this week, potentially influenced by President Trump's focus on Lip Bhutan [1] - The discussion suggests Intel could become a significant foundry business, similar to Taiwan Semiconductor Manufacturing [2] - The Trump administration's focus on national champion companies and bringing back manufacturing to the US aligns with potential government support for Intel [3][5] - Government taking a stake in a company typically doesn't lead to stock rallies, unlike the observed 8% increase [4] - The administration might have been considering investing in Intel while publicly criticizing them [4] - Concerns arise from Lip Bhutan's relationships in China, emphasizing the US versus China tech war and the need for Intel to prioritize US concerns [7] - Government ownership could provide more control over Intel, which might be necessary in the current geopolitical climate [7][8] Financial & Strategic Considerations - The idea of government taking stakes in companies outside of a crisis is unconventional, especially post-Great Financial Crisis [9] - The government's potential stake in Intel is viewed as a strategic move, similar to the 15% stake in MP Materials [11][12] - The discussion highlights the potential for the government to take stakes in other strategic companies [12]

Even as US President Donald Trump upends China’s factory floors, he seems to be laying the ground for an easing in the tech war. How far will he go?: Here is your Evening Briefing. https://t.co/UbJXgUMaLs ...