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19.08.25 - 01:00
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China′s demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales (Digitimes)
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China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum with the debut of DeepSeek. Due to ongoing US restrictions on semiconductor exports to China, Nvidia's AI chips have become unavailable. Although Nvidia's H20 chips were recently conditionally approved by the US government, Chinese authorities are fostering an environment that discourages the use of H20 within China....
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18.08.25 - 15:42
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Trump Takes A Cut of AMD and Nvidia′s (NVDA) Sales (24/7 Wall St.)
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Watch the Video Transcript: [00:00:04] Doug McIntyre: So I think we figured out how we make up the national deficit and maybe even start to pay down the debt. president Trump was able to get a deal with Nvidia and AMD. He gets 15 heat, not heat. The government gets 15% of the revenue when, […]
The post Trump Takes A Cut of AMD and Nvidia's (NVDA) Sales appeared first on 24/7 Wall St.....
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18.08.25 - 10:06
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Beijing reportedly pushes local chip usage as H20 sales resume in China (Digitimes)
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As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their use domestically. The move underscores China's broader strategy to reduce reliance on foreign technology while strengthening its own semiconductor industry....
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12.08.25 - 16:27
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China Urges Tech Giants To Avoid Nvidia H20 Chips After Trump Lifts Sales Ban (ZeroHedge)
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China Urges Tech Giants To Avoid Nvidia H20 Chips After Trump Lifts Sales Ban
Beijing is quietly discouraging Chinese firms, particularly those tied to state and/or national security interests, from using Nvidia's H20 AI chips, even after the Trump administration reversed a U.S. sales ban in exchange for 15% of related revenue. The move follows Beijing's concerns over a potential "backdoor" in the H20, an allegation Nvidia CEO Jensen Huang has rejected.
The report comes from the Financial Times, which states that regulators at the Ministry of Industry and Information Technology (MIIT) instructed tech companies, such as Alibaba and ByteDance, to explain why they need H20 chips instead of sourcing domestic alternatives.
"It's not banned but has kind of become a politically incorrect thing to do," said one Chinese data center operator about purchasing H20 chips.
In a separate report, Bloomberg said that Chinese authorities had sent notices to multiple tech firms, ...
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12.08.25 - 08:18
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Trump sparks concern after suggesting he might allow sales of Nvidia′s advanced AI chips in China (The Guardian)
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President says he could make deal for Nvidia to sell downgraded version of Blackwell chip in China but expert warns that could help Beijing compete in AIDonald Trump has flagged allowing Nvidia to sell chips in China that are more advanced than currently allowed, in another “deal” that would loosen export restrictions despite deep-seated fears in Washington that Beijing could harness US tech to harm national security.At a briefing on Monday, Trump was questioned over recent revelations that he had struck an unprecedented deal with Nvidia and AMD to grant them export licenses to sell previously banned chips to China, in return for the companies giving the US government 15% of the sales revenue. The US president defended the deal, which analysts have likened to a “shakedown” payment, or unconstitutional export taxes, before adding that he was expecting further negotiations over another, more advanced Nvidia chip. Continue reading......
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