…Four fronts of the competition The US and China are engaged in a competition for strategic advantage in frontier technologies like AI. Statements from both Beijing and Washington reflect that view. Calling…
…During the 2010s and 2020s, both the US and Dutch governments imposed new oversight and restrictions on each individual sale of ASML technology to China. ASML's corporate headquarters is in Veldhoven…
…Just last month, both CXMT and YMTC were removed from The Pentagon’s restricted companies list , ultimately opening several doors for companies like Apple to form partnerships for NAND and DRAM supply…
…Nvidia and AMD have effectively 0 competition in China once these HBM banks run out. The other option available to China is utilize slower GDDR and LPDDR memory, but this is not…
…At the time, the proposed 75,000 cap would also include AI chips purchased from Nvidia's competitor, AMD , and it's not yet clear if this restriction has stuck. Nvidia has…
…with the likes of Apple and was a major entity in China. While restrictions did hinder the company's business, YMTC is consistently pursuing NAND advancements, and now, according to the Korean…
…Those will likely include the shift on the US position on Taiwan, easing of export restrictions to give China access to more high-end tech, and possibly the removal of Chinese firms…
…China's semiconductor equipment vendors collectively posted record revenues in 2025, but profitability is under pressure from domestic price competition , and the hardest remaining bottleneck, lithography, has no credible near-term domestic…
…The deal could represent a landmark victory for the San Diego-based chipmaker as it aggressively expands beyond its traditional stronghold in smartphone, automotive, and PC processors and enters the very competitive…
…Over the coming days, the celebrations will continue in the UK, France, Canada, Mexico, India, Japan, and Australia, while China will get an encore performance. MacRumors has been invited to attend one…
