…TSMC's Shift to the US Focuses More On Adding Newer Capacity, Maintaining the Exclusivity in Taiwan TSMC has been a major focus on the geopolitical front, given that chips are becoming…
…By now, the reports of NVIDIA offloading the Hopper H200 AI chips to China have become mainstream, but there's also a breakthrough with AMD, which we'll discuss ahead as well…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. For now, the local government is…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
It appears that China is showing reluctance towards H200 AI chip shipments entering the region, as authorities have reportedly informed customers that the newer chips aren't permitted. NVIDIA's H200 Chips…
U.S.-China summit to likely cover AI rivalry, chip exports, supply chain security, and the EV trade as leaders navigate intensifying geopolitical tensions.
Well, relying on Huawei's AI chips didn't go well for DeepSeek , as the AI firm has failed to train the R2 model on Chinese chips and is now opting for…
…geopolitical disruptions, and natural disasters affecting semiconductor manufacturing regions.' TSMC, the world's largest foundry and the world's largest maker of advanced logic chips, can barely meet demand for AI processors…
NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. NVIDIA…
