Tougher US export restrictions on advanced chips give added urgency to testing of domestic alternatives
Move by Washington is latest effort to stymie geopolitical rival’s technological advance
Fat gross margin gives chipmaker plenty of firepower to compete on price
US chipmaker’s share price rises even as it takes $4.5bn charge linked to restrictions on sales
Technical breakthroughs allow partners to begin shipments of cutting-edge ‘Blackwell’ artificial intelligence servers
Non-partisan budget group says the bill could increase US debt by over $3tn in the next decade
World’s top AI semiconductor maker says export controls have accelerated Chinese rivals’ advances
Jensen Huang reveals plans for new Taipei base and AI supercomputer as he stresses island’s global importance
Chipmaker establishes ties with nation states and ‘neoclouds’ in effort to reduce reliance on Microsoft, Amazon and Google
Some US officials fear move could jeopardise trade talks with Beijing
US chipmaker considers expanding its presence in the country even as sales are hit by Washington’s export controls
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Commerce department guidance aims to toughen export controls on tech used by China to make AI processors
Move sets up potential showdown at Wolfspeed between junior investors and private equity giant Apollo
Prospect of overhaul to planned regulation offers relief to semiconductor companies such as Nvidia
SoftBank-owned company reports fourth-quarter results and issues conservative sales outlook
Rapid expansion of Shenzhen facilities designed to break dependence on foreign technologies
Electronics maker cites ‘growing policy risks’ for semiconductors and higher prices for phone parts
CloudMatrix 384 sent to data centres serving Chinese tech companies as they seek to fill gap created by US export controls
Restoring a tarnished icon even in calm times is no simple task
US chipmaker’s shares fall in after-market trading as it offers downbeat guidance
Beijing may have quietly concluded that being a close second to the US serves its interests better
Meeting with Chinese vice-premier came after US clamps down on chipmaker’s sales to China
Analysts say key AI component supplier overtook South Korean rival Samsung in Dram memory in first quarter
A component levy on foreign-made semiconductors would function as a major tax increase on electronics sold in America
