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China Turns Legacy Chips Into a Trade Weapon

wired.com Zeyi Yang 2025-09-18 15:00:00

While the Trump administration was trying to make a TikTok deal happen during a meeting with China last weekend, Beijing was busy adding its own bargaining chips to the table. Actual chips, in fact—semiconductors. In the past week, China has unveiled a series of regulatory actions targeting American chipmakers. The most significant is an anti-dumping investigation into American legacy chips that power everything from cars and refrigerators to washing machines and data centers. Unlike cutting-ed

Topics: american beijing china chinese chips

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Nvidia Appeals to Trump With a $5 Billion Intel Stake

gizmodo.com Ece Yildirim 2025-09-18 19:10:23

Nvidia became one of competitor Intel’s largest shareholders on Thursday with a $5 billion stake. The two companies will collaborate to jointly develop PC chips and data centers. Once the dominant name in chips, Intel had been in a steady decline in recent years as it failed to keep up with peers like Nvidia in the AI race. The company started its official turnaround strategy last year by ousting its previous CEO Pat Gelsinger, who was eventually replaced by Lip Bu-Tan a few months later. Las

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NVIDIA throws Intel a $5 billion lifeline to build PC and data center CPUs

engadget.com Unknown 2025-09-19 03:20:30

NVIDIA has today announced it will invest $5 billion in Intel as part of a new collaboration between the two companies. In a statement, NVIDIA said it would work with its ailing rival to “jointly develop multiple generations of custom data center and PC products.” The partnership will focus on "seamlessly integrating" NVIDIA's class-leading GPUs and AI chips with Intel's ailing x86 CPUs. Some of that work will be based on harnessing NVLink, NVIDIA's existing system to marry-up x86 CPUs with its

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Cold shoulder: Why Beijing is freezing Nvidia's access to the Chinese market

cnbc.com Dylan Butts 2025-09-19 11:35:49

The Nvidia logo appears on a smartphone reflecting the flags of China and the U.S. Nurphoto | Nurphoto | Getty Images Beijing has reportedly halted purchases of yet another AI chip from Nvidia, freezing it out of the market completely — a move industry experts say reflects the country's growing confidence in domestic chip makers and an attempt at gaining trade leverage. It was only a few months ago when Jensen Huang announced, from China, that the U.S. would allow it to resume sales of its made

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China tells its tech companies they can’t buy AI chips from Nivida

techcrunch.com Rebecca Szkutak 2025-09-20 07:39:28

Nvidia just got shut out of the Chinese market — this time by the Chinese government instead of the US. China’s internet regulator, the Cyberspace Administration of China, banned domestic tech companies from buying Nvidia AI chips on Wednesday, as first reported by the Financial Times. The agency also told tech companies including ByteDance and Alibaba to stop testing and ordering Nvidia’s RTX Pro 6000D server, a device designed specifically for the market in China. Beijing had previously dis

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China Just Fired Its Latest Shot in the Chip Wars — and Nvidia Took the Hit

gizmodo.com Ece Yildirim 2025-09-20 12:20:08

Nvidia just can’t seem to catch a break. After beating a ban on China sales imposed by the Trump administration, the tech giant is now facing a ban on its products by Chinese regulators. Chinese internet regulator Cyberspace Administration of China (CAC) ordered top Chinese tech companies like Bytedance and Alibaba to end their testing and orders of Nvidia’s RTX Pro 6000D chips, the Financial Times reported on Wednesday citing people with knowledge of the matter. Nvidia unveiled the RTX Pro 6

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China Bans Nvidia’s AI Chips

gizmodo.com Ece Yildirim 2025-09-20 22:20:08

Nvidia just can’t seem to catch a break. After beating a ban on China sales imposed by the Trump administration, the tech giant is now facing a ban on its products by Chinese regulators. Chinese internet regulator Cyberspace Administration of China (CAC) ordered top Chinese tech companies like Bytedance and Alibaba to end their testing and orders of Nvidia’s RTX Pro 6000D chips, the Financial Times reported on Wednesday citing people with knowledge of the matter. Nvidia unveiled the RTX Pro 6

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Nvidia’s AI chips are no longer welcome in China

theverge.com Elissa Welle 2025-09-20 23:03:12

is a NYC-based AI reporter and is currently supported by the Tarbell Center for AI Journalism. She covers AI companies, policies, and products. Posts from this author will be added to your daily email digest and your homepage feed. Alibaba, ByteDance, and other Chinese technology companies are barred from purchasing Nvidia’s latest AI chips custom-made for China, the Financial Times reported on Wednesday. The Cyberspace Administration of China banned buying and testing the RTX Pro 6000D chips,

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Nvidia boss 'disappointed' by reported China chip ban

feeds.bbci.co.uk Unknown 2025-09-21 20:23:24

Nvidia boss 'disappointed' by reported China chip ban Mr Huang is one of a number of tech bosses, including Microsoft's Satya Nadella , accompanying US President Donald trump on his state visit to the UK. "There are a lot of places we can't go to, and that's fine," he told reporters on Wednesday. Jensen Huang added he would be "patient" in response to the move from China's internet regulator. The boss of Nvidia says he is "disappointed" that China has reportedly ordered its top technology co

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Alibaba's shares jump after it lands a major customer for its AI chips

cnbc.com Arjun Kharpal 2025-09-21 19:08:51

Alibaba shares rose on Wednesday after Chinese state media reported that the e-commerce giant secured a major customer for its artificial intelligence chips. China Unicom will deploy Alibaba's AI accelerators from its semiconductor unit called Pingtouge or T-Head, according to a report from China state broadcaster CCTV. Alibaba does not sell chips directly, but companies can effectively use the computing power based on those semiconductors by buying Alibaba cloud services. A person familiar wi

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China says NVIDIA's Mellanox acquisition violated antitrust law

engadget.com Unknown 2025-09-24 19:04:09

A regulator has accused NVIDIA of violating China's antitrust laws over its acquisition of chipmaker Mellanox. In its preliminary findings of an investigation it commenced in December , the State Administration for Market Regulation (SAMR) claimed that the company breached both national regulations and the conditional terms China outlined when it rubberstamped the $6.9 billion takeover. The SAMR hasn't announced any penalties yet, as the investigation will continue. The SAMR is said to have det

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China says Nvidia violated antitrust regulations

techcrunch.com Rebecca Szkutak 2025-09-25 11:44:02

Trade tensions between China and the U.S. regarding semiconductors just got even more strained. On Monday, China’s State Administration for Market Regulation ruled that semiconductor giant Nvidia was in violation of the country’s antitrust regulations, as first reported by Bloomberg. The ruling was in reference to Nvidia’s 2020 acquisition of Mellanox Technologies, a computer networking supplier, for $7 billion. An Nvidia spokesperson supplied the following statement, “We comply with the law i

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China’s souring on Nvidia. Here’s why

gizmodo.com Ece Yildirim 2025-09-27 19:15:00

Beijing is souring on Nvidia. China, which used to be one of Nvidia’s largest markets, seems largely conflicted about reaccepting Nvidia’s lower-tech H20 chips that Trump administration finally allowed to resume sales of in July. The Chinese tech industry might be excited about the Nvidia chip flow resuming, but the government is allegedly not. Chinese authorities have discouraged local tech companies from purchasing Nvidia chips citing national security concerns, and even questioned industry

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Hot Chips 2025: Session 1 – CPUs

news.ycombinator.com George Cozma 2025-09-27 21:02:56

Hello you fine Internet folks, Today we are talking about Hot Chips 2025 and specifically the CPU session at Hot Chips 2025 where we had presentations from Condor Computing about their new Cuzco core, PEZY about their upcoming SC4s chip, IBM about their Power11 chip which is already shipping to customers, and Intel about their upcoming E-Core based Xeon CPU codenamed Clearwater Forest. Hope y'all enjoy! If you’d like more detailed break downs of most of the chips and the presentations, he

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Hot Chips 2025: Session 1 – CPUs – By George Cozma

news.ycombinator.com George Cozma 2025-09-28 07:02:56

Hello you fine Internet folks, Today we are talking about Hot Chips 2025 and specifically the CPU session at Hot Chips 2025 where we had presentations from Condor Computing about their new Cuzco core, PEZY about their upcoming SC4s chip, IBM about their Power11 chip which is already shipping to customers, and Intel about their upcoming E-Core based Xeon CPU codenamed Clearwater Forest. Hope y'all enjoy! If you’d like more detailed break downs of most of the chips and the presentations, he

Topics: chips chipsandcheese com core hot

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Nvidia, Broadcom, TSMC, other AI names rally on Oracle's massive growth projections

cnbc.com Kif Leswing 2025-10-01 23:30:51

Oracle Corp Chief Executive Larry Ellison during a launch event at the company's headquarters in Redwood Shores, California June 10, 2014. Oracle 's massive growth trajectory for cloud infrastructure is lifting all boats. The cloud giant forecasted skyrocketing sales to $114 billion in the company's fiscal 2029, signalling demand for artificial intelligence processing will remain high over the next few years, and will require Oracle to build out new data centers. "The guide for a 14x of Oracl

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The Top Android Phones of 2026 Could Get Better AI With Arm's New CPUs

cnet.com See Full Bio 2025-10-03 05:00:03

On the same day Apple revealed its new iPhone 17 lineup, chip designer Arm is introducing its next generation of processors bundled into its new Arm Lumex platform. These processors will likely make their way into premium Android phones coming in 2026 -- and improve their AI capabilities without draining device batteries faster, Arm says. "It's pretty amazing how there's been kind of this insatiable amount of performance being asked for [by our customers], and a lot of it's around AI, as well a

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New iPhones use Apple N1 wireless chip—and we’ll probably start seeing it everywhere

arstechnica.com Unknown 2025-10-03 06:45:17

Apple's most famous chips are the A- and M-series processors that power its iPhones, iPads, and Macs, but this year, its effort to build its own wireless chips is starting to bear fruit. Earlier this spring, the iPhone 16e included Apple's C1 modem, furthering Apple's ambitions to shed its dependence on Qualcomm, and today's iPhone Air brought a faster Apple C1X variant, plus something new: the Apple N1, a chip that provides Wi-Fi 7, Bluetooth 6, and Thread support for all of today's new iPhones

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Apple’s N1 chip extends its custom silicon into Wi-Fi, Bluetooth, and Thread

arstechnica.com Unknown 2025-10-03 11:45:17

Apple's most famous chips are the A- and M-series processors that power its iPhones, iPads, and Macs, but this year, its effort to build its own wireless chips is starting to bear fruit. Earlier this spring, the iPhone 16e included Apple's C1 modem, furthering Apple's ambitions to shed its dependence on Qualcomm, and today's iPhone Air brought a faster Apple C1X variant, plus something new: the Apple N1, a chip that provides Wi-Fi 7, Bluetooth 6, and Thread support for all of today's new iPhones

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Report: OpenAI will launch its own AI chip next year

zdnet.com Webb Wright 2025-10-06 07:41:00

XH4D/iStock/Getty Images Plus via Getty Images Follow ZDNET: Add us as a preferred source on Google. ZDNET's key takeaways: OpenAI is building an in-house AI chip with Broadcom. The effort is likely the result of a partnership valued at $10 billion. Many AI companies are launching their own chipmaking operations. OpenAI is gearing up to launch its own AI chip, part of a broader industry effort to gain independence from third-party semiconductor companies. The ChatGPT-maker will start mass

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Nvidia Is Not Happy With the Gain AI Act, Says As Much

gizmodo.com Riley Gutiérrez Mcdermid 2025-10-07 10:09:41

In a move drawing considerable attention across the tech industry, Nvidia Corporation has publicly critiqued the recently proposed Gain AI Act, emphasizing its potential to stifle competition in the rapidly evolving artificial intelligence sector. The GAIN AI Act, which stands for Guaranteeing Access and Innovation for National Artificial Intelligence Act, was introduced as part of the U.S. National Defense Authorization Act, with the goal of ensuring that the United States is the dominant mark

Topics: ai chips diffusion industry nvidia

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OpenAI Spends $10 Billion to Get Into the Chip Business

gizmodo.com Aj Dellinger 2025-10-08 03:40:31

OpenAI would like to stop being so reliant on Nvidia to handle its processing needs. To address that, the artificial intelligence startup is reportedly teaming up with Broadcom to develop its own chips, set to be available starting next year, according to the Financial Times. The Wall Street Journal reports that OpenAI’s deal with the US-based semiconductor firm will see the two work together to create custom artificial intelligence chips, which will be used internally by OpenAI to train and ru

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OpenAI could launch its own AI chip next year

theverge.com Robert Hart 2025-10-09 11:31:03

Robert Hart is a London-based reporter at The Verge covering all things AI and Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Posts from this author will be added to your daily email digest and your homepage feed. OpenAI is on track to start mass production of its own in-house artificial intelligence chips for the first time next year, according to a report from the Financial Times. Unnamed sources tell the outlet that OpenAI designed the chip with US s

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OpenAI is reportedly producing its own AI chips starting next year

engadget.com Unknown 2025-10-09 20:39:24

OpenAI is gearing up to start the mass production of its own AI chips next year to be able to provide the massive computing power its users need and to lessen its reliance on NVIDIA, according to the Financial Times. The company reportedly designed the custom AI chip with US semiconductor maker Broadcom, whose CEO recently announced that it has a new client that put in a whopping $10 billion in orders. It didn't name the client, but the Times' sources confirmed that it was OpenAI, which apparent

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Liquid Cooling Exhibits

news.ycombinator.com Chester Lam 2025-10-06 08:39:28

Hot Chips doesn’t just consist of presentations on hardware architecture, although those are the core of what Hot Chips is about. The conference also features stands where various companies show off their developments, and that’s not restricted to chips. Some of those showed off interesting liquid cooling components, particularly in cold plate design. Water Jets Many of the waterblocks on display use microjets, rather than microfin arrays. Water flows through a manifold at the top of the block

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Broadcom’s stock pops on mystery $10 billion AI customer

cnbc.com Kif Leswing Ari Levy 2025-10-10 03:17:30

Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips. Here's how the chipmaker did versus LSEG consensus estimates: Earnings per share: $1.69 adjusted vs. $1.65 expected $1.69 adjusted vs. $1.65 expected Revenue: $15.96 billion vs. $15.83 billion expected Broadcom said it expects $17.4 billion

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Broadcom earnings primer: AI chip demand and growth are key

cnbc.com Ari Levy 2025-10-11 03:39:01

Broadcom is scheduled to report earnings for its fiscal third quarter after the close of regular trading on Thursday. Here's what analysts are expecting, according to a consensus from LSEG. Earnings per share: $1.65 $1.65 Revenue: $15.83 billion Broadcom, which develops custom chips for Google and other huge cloud companies and also makes networking gear needed to tie thousands of artificial intelligence chips together, is expected to report revenue growth of 21% from $13.07 billion a year a

Topics: 65 analysts broadcom chips revenue

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The US government drops its CHIPS Act requirements for Intel

engadget.com Unknown 2025-10-18 17:30:49

Intel no longer has to fulfill certain requirements or meet milestones that it was originally supposed to under the CHIPS Act, now that the government is taking a stake in the company. According to the Wall Street Journal, Intel said in a filing that it can now receive funding from the government, as long as it can show that it has already spent $7.9 billion on projects that it agreed to take on under a deal with the Commerce Department last year. Reuters notes that Intel has already spent $7.87

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Qualcomm’s next Elite processor could have a ridiculously confusing name

androidauthority.com Unknown 2025-10-21 01:02:12

C. Scott Brown / Android Authority TL;DR A leaker has claimed that the next Snapdragon 8 Elite chip could be called the Snapdragon 8 Elite Gen 5. This is a major departure from the expected Snapdragon 8 Elite 2 or 8 Elite Gen 2 names. We’re guessing this is because Qualcomm is readying an apparent Snapdragon 8 Gen 5 chip as well. Qualcomm launched the Snapdragon 8 Elite late last year, and this represented a change in naming convention after the Snapdragon 8 Gen 3. We were expecting the Snap

Topics: chip chipset elite gen snapdragon

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Like Intel before it, AMD blames motherboard makers for burnt-out CPUs

news.ycombinator.com Unknown 2025-10-20 11:54:42

AMD's X3D-series Ryzen chips have become popular with PC gamers because games in particular happen to benefit disproportionately from the chips' extra 64MB of L3 cache memory. But that extra memory occasionally comes with extra headaches. Not long after they were released earlier this year, some early adopters started having problems with their CPUs, ranging from failure to boot to actual physical scorching and burnout—the problems were particularly common for users of the 9800X3D processor in A

Topics: amd chips cpu motherboards problems

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Latest Tech News

China Turns Legacy Chips Into a Trade Weapon

Nvidia Appeals to Trump With a $5 Billion Intel Stake

NVIDIA throws Intel a $5 billion lifeline to build PC and data center CPUs

Cold shoulder: Why Beijing is freezing Nvidia's access to the Chinese market

China tells its tech companies they can’t buy AI chips from Nivida

China Just Fired Its Latest Shot in the Chip Wars — and Nvidia Took the Hit

China Bans Nvidia’s AI Chips

Nvidia’s AI chips are no longer welcome in China

Nvidia boss 'disappointed' by reported China chip ban

Alibaba's shares jump after it lands a major customer for its AI chips

China says NVIDIA's Mellanox acquisition violated antitrust law

China says Nvidia violated antitrust regulations

China’s souring on Nvidia. Here’s why

Hot Chips 2025: Session 1 – CPUs

Hot Chips 2025: Session 1 – CPUs – By George Cozma

Nvidia, Broadcom, TSMC, other AI names rally on Oracle's massive growth projections

The Top Android Phones of 2026 Could Get Better AI With Arm's New CPUs

New iPhones use Apple N1 wireless chip—and we’ll probably start seeing it everywhere

Apple’s N1 chip extends its custom silicon into Wi-Fi, Bluetooth, and Thread

Report: OpenAI will launch its own AI chip next year

Nvidia Is Not Happy With the Gain AI Act, Says As Much

OpenAI Spends $10 Billion to Get Into the Chip Business

OpenAI could launch its own AI chip next year

OpenAI is reportedly producing its own AI chips starting next year

Liquid Cooling Exhibits

Broadcom’s stock pops on mystery $10 billion AI customer

Broadcom earnings primer: AI chip demand and growth are key

The US government drops its CHIPS Act requirements for Intel

Qualcomm’s next Elite processor could have a ridiculously confusing name

Like Intel before it, AMD blames motherboard makers for burnt-out CPUs

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