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U.S. Commerce Department moves to close loophole allowing AI chip exports to Chinese subsidiaries abroad

The U.S. Department of Commerce has moved to close a loophole that may have allowed advanced AI chips from companies like Nvidia (Rubin and Blackwell processors) and AMD (MI350x) to be exported to Chinese AI firms' subsidiaries located outside China, such as in Malaysia. The guid

Newstechnologybusinesstrade policy

cnb.cx·Tech by Flipboard·1h ago·2 min read

Wall Street breaks 40-year tradition as memory chip stocks defy boom-bust cycle

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bit.ly6h ago

Semiconductor rally fueled by AI demand raises bubble concerns among analysts

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seekingalpha.com7h ago

ByteDance Plans $70B AI Infrastructure Spend for 2026, Tripling Investment to Bypass US Export Controls

Newstechnologybusinessai infrastructure

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awesomeagents.ai7h ago

Nvidia reports record $81.6B quarterly revenue but forecasts slowing growth

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buff.ly9h ago

US Chip Export Controls Shift to Server-Level Enforcement Against China

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hackernoon.com22h ago

BYD Unveils China's First 4nm Intelligent Driving Chip as Part of New "Dare to Be" Strategy

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cleantechnica.com1d ago

Nvidia, AMD, and Samsung ramp up multi-billion dollar chip investments in Asia amid AI-driven demand

Tech giants including Nvidia, AMD, and Samsung are significantly increasing investments in Asia's semiconductor sector. Nvidia plans $150 billion annually in Taiwan (called the "epicenter" of AI by CEO Jensen Huang), AMD announced a $10 billion investment there, and Samsung is bu

Newstechnologyartificial intelligencebusiness

semafor.com·Tech by Flipboard·1d ago·1 min read

How high-bandwidth memory became a critical bottleneck for AI chip performance

The article examines how high-bandwidth memory (HBM) chips, particularly those made by Micron Technology, have become a critical bottleneck and sought-after component in the AI hardware boom. As AI chips like GPUs require massive data throughput, HBM has emerged as an essential b

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scientificamerican.com·Tech by Flipboard·1d ago·5 min read

University of Illinois researchers develop 3D chip stacking technique to extend Moore's Law

Researchers at the University of Illinois Grainger College of Engineering have developed a breakthrough in 3D chip manufacturing that could extend Moore's Law. By using ultra-thin silicon membranes and low-temperature manufacturing techniques, they've overcome a key obstacle to s

Newstechnologysciencematerials sciencesciencedaily.com·Tech by Flipboard·20h ago·7 min read

Astera Labs wins EY World Entrepreneur of the Year award for AI data center connectivity solutions

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bit.ly2d ago

Taiwan detains three suspects in first public crackdown on Nvidia AI chip smuggling to China via Japan

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bloomberg.com2d ago

Photonics emerges as a solution to AI's data transfer bottleneck as Nvidia invests billions

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cnb.cx2d ago

SK Hynix joins Samsung and Micron in $1 trillion club as AI boom fuels chip stocks

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edition.cnn.com2d ago

Embedded Processor Market Forecast: USD 50.71 Billion by 2035 with 6.11% CAGR Driven by IoT, Automotive, and AI

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marketresearchfuture.com3d ago

Wall Street shifts AI focus to memory chip makers as SK Hynix and Micron top $1 trillion

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investorideas.com3d ago

Semiconductor industry boom: sustainable supercycle or looming superbubble?

This article examines whether the current boom in the semiconductor industry represents a genuine long-term growth cycle ("supercycle") driven by structural demand (AI, chips, etc.) or an unsustainable bubble ("superbubble") that could burst. It highlights the fragility of semico

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Nvidia CEO Jensen Huang's Tsinghua University board role highlights geopolitical tensions in China strategy

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startupfortune.com3d ago