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22.01.26 - 09:45
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Jensen Huang: Nvidia Replaces Apple as TSMC's Largest Customer (AAStocks)
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Nvidia (NVDA.US)'s CEO, Jensen Huang, said that Nvidia has replaced Apple (AAPL.US) as the largest customer of TSMC (TSM.US).Previously, there were rumors that TSMC was adjusting its supply relationship with Apple, with production capacity no longer being prioritized for Apple, as Apple had previously enjoyed priority access......
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22.01.26 - 08:30
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China tech′s GPU dilemma: pay more for H200 on black market or accept slower local AI chips (SCMP)
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Chinese AI companies wanting high-performance artificial intelligence chips from Nvidia are facing a dilemma: source them from the black market at much higher prices, or accept lower performance domestic alternatives from the likes of Huawei Technologies.
That is because Chinese customs officials are currently holding Nvidia's H200 chips at the border, despite Washington granting approval for the US company to ship its second most advanced graphics processing unit (GPU) to China, according to......
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22.01.26 - 07:42
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Chinese AI chipmakers face mixed reactions to Nvidia H200 block (Digitimes)
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The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand. However, the Chinese government has shown no intention of granting approval, causing supply chain plans that were originally preparing to ship to be put on hold. Currently, the main obstacle to entering the Chinese market is the mindset of the Chinese authorities. From the Chinese government's perspective, since domestic AI chips are already usable, there is no need to further allow China's AI development to rely more heavily on the US and Nvidia....
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22.01.26 - 07:06
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Mercedes-Benz scales back L3 autonomy as AI reshapes the auto industry (Digitimes)
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Despite the debut of the Alpamayo self-driving AI architecture by Nvidia at CES 2026, Mercedes-Benz, the earliest adoptor of the architecture, instead turned to focus on enhanced Level 2 systems (L2+) with the removal of the L3 autonomous driving functionalities in the refreshed version of its flagship S-Class in late January....
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22.01.26 - 06:06
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Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk (Digitimes)
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China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group claiming it breached the company's internal systems and stole large volumes of sensitive engineering and operational data tied to products for leading technology clients, including Apple, Nvidia, Tesla, Meta Platforms, Qualcomm, and LG Electronics. If confirmed, the incident could pose risks to the global consumer electronics supply chain....
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