#chipwar — Public Fediverse posts

Apparently North Korea's military practice in Ukraine (and Russian payments) is helping it prepare for invading South Korea. Conjecture 3: if Ukraine finishes well for Russia, China not only attacks Taiwan, but North Korea South Korea, maybe even Russia and China both Japan – the #chipWar goes hot?

How North Korea has profited f...

I heard last December analysts who thought China would move on #taiwan in June. I thought we were maybe in the clear, but maybe they are going to move on the #chipwar all at once https://www.dw.com/en/russias-putin-angers-japan-with-1st-visit-to-kuril-islands/a-78345291 #japan #southKorea

I heard last December analysts who thought China would move on #taiwan in June. I thought we were maybe in the clear, but maybe they are going to move on the #chipwar all at once https://www.dw.com/en/russias-putin-angers-japan-with-1st-visit-to-kuril-islands/a-78345291 #japan #southKorea

North Korea practicing to invade South Korea, according to the video here. #chipwar

https://www.dw.com/en/north-korea-pyongyang-profits-russia-china-relations-ukraine-war/a-78345289

How North Korea has profited from its support for Russia

Exceptionally high revenues, particularly from war aid for Russia, are consolidating the power of North Korea's autocratic leader. A small number of people in the country are benefiting from an economic boom.

North Korea practicing to invade South Korea, according to the video here. #chipwar

https://www.dw.com/en/north-korea-pyongyang-profits-russia-china-relations-ukraine-war/a-78345289

How North Korea has profited from its support for Russia

Exceptionally high revenues, particularly from war aid for Russia, are consolidating the power of North Korea's autocratic leader. A small number of people in the country are benefiting from an economic boom.

I heard last December analysts who thought China would move on #taiwan in June. I thought we were maybe in the clear, but maybe they are going to move on the #chipwar all at once https://www.dw.com/en/russias-putin-angers-japan-with-1st-visit-to-kuril-islands/a-78345291 #japan #southKorea

I heard last December analysts who thought China would move on #taiwan in June. I thought we were maybe in the clear, but maybe they are going to move on the #chipwar all at once https://www.dw.com/en/russias-putin-angers-japan-with-1st-visit-to-kuril-islands/a-78345291 #japan #southKorea

I would argue that, given enough (but not too much) time, the answer is a resounding YES. Not an easy task, but doable if you commit enough resources.

Can China build its own #ASML? nikkei.shorthandstories.com/ca #EUV #litography #chipwar #technology

I would argue that, given enough (but not too much) time, the answer is a resounding YES. Not an easy task, but doable if you commit enough resources.

Can China build its own #ASML? nikkei.shorthandstories.com/ca #EUV #litography #chipwar #technology

What bonus makes Samsung workers strike? 💸🤯

SK Hynix paid 136M won (~$93,000) per employee as year-end bonus. Total for 35,000 workers. This year's projected bonus: ~$83,000 per person.

Hynix engineers are now hotter in dating markets than doctors or lawyers.

How? Bet everything on HBM. Decade of亏损. Two bankruptcies. Then AI exploded.

And Jensen? He personally pours beer for Hynix engineers. Calls them "one team."

#SKHynix #HBM #Nvidia #JensenHuang #ChipWar #Bonus #Samsung #AIHardware

NVIDIA'S CHINA HOLDUP CONTINUES AMIDST HIGH-LEVEL SUMMIT

US approved Nvidia H200 AI chip sales to 10 Chinese firms, but no deliveries. Learn why sales are stalled and what it means for Nvidia and China.

#Nvidia, #ChinaTech, #AISales, #ChipWar, #JensenHuang

https://newsletter.tf/nvidia-h200-chip-sales-china-stalled-us-approval/

Nvidia's H200 AI chip sales to China are stalled, even after US approval for 10 companies. This is a major setback for the chipmaker in the Chinese market.

#Nvidia, #ChinaTech, #AISales, #ChipWar, #JensenHuang
https://newsletter.tf/nvidia-h200-chip-sales-china-stalled-us-approval/

I can't help but notice that we've got DeepSeek V4 and Kimi 2.6 these days...

Jensen says #Nvidia now has 'zero percent' market share in China - says US export policy 'has already largely backfired' https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-says-nvidia-now-has-zero-percent-market-share-in-china-says-us-export-policy-has-already-largely-backfired #zeitgeist #chipwar #AI

I can't help but notice that we've got DeepSeek V4 and Kimi 2.6 these days...

Jensen says #Nvidia now has 'zero percent' market share in China - says US export policy 'has already largely backfired' https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-says-nvidia-now-has-zero-percent-market-share-in-china-says-us-export-policy-has-already-largely-backfired #zeitgeist #chipwar #AI

🚀 AMD conferma puntualità sul MI455X, ma NVIDIA sembra pronta a passare al turbo! #RacingTech #ChipWar

🔗 https://www.tomshw.it/business/amd-smentisce-ritardi-mi455x-nvidia-vr200-in-anticipo-2026-02-18

Nvidia’s H200 chip deals in China remain on hold as U.S. security checks delay progress, despite export clearance.
#Nvidia #AIChips
#H200 #Semiconductors
#USChina #TechPolicy
#NationalSecurity #GlobalTrade #ChipWar #AIIndustry @nvidia @nvidia

Nvidia’s H200 chip deals in China remain on hold as U.S. security checks delay progress, despite export clearance.
#Nvidia #AIChips
#H200 #Semiconductors
#USChina #TechPolicy
#NationalSecurity #GlobalTrade #ChipWar #AIIndustry @nvidia @nvidia

https://winbuzzer.com/2025/12/18/china-reportedly-builds-secret-manhattan-project-euv-machine-for-chip-manufacturing-xcxwbn/

China Reportedly Builds Secret 'Manhattan Project' EUV Machine for Chip Manufacturing

#China #Semiconductors #ChipWar #ASML #AIChips #Geopolitics #ExportControls #TechSovereignty #SupplyChain #NationalSecurity

https://winbuzzer.com/2025/12/18/china-reportedly-builds-secret-manhattan-project-euv-machine-for-chip-manufacturing-xcxwbn/

China Reportedly Builds Secret 'Manhattan Project' EUV Machine for Chip Manufacturing

#China #Semiconductors #ChipWar #ASML #AIChips #Geopolitics #ExportControls #TechSovereignty #SupplyChain #NationalSecurity

The US indicted chip smugglers Monday, then offered to sell the same chips to China Tuesday with a 25% government cut. Beijing's response: adding domestic chips to mandatory procurement lists while Huawei processors sit idle because engineers can't port the code.

#ChipWar #USChinaTrade

https://www.implicator.ai/the-chip-deal-neither-side-actually-wants/

https://winbuzzer.com/2025/11/21/amd-unveils-instinct-mi430x-with-432gb-hbm4-memory-targeting-western-supercomputers-xcxwbn

AMD Unveils Instinct MI430X with 432GB HBM4 Memory, Targeting Western Supercomputers

#AMD #AI #Supercomputing #HBM4 #TechNews #SovereignAI #HPC #DataCenter #ChipWar #Semiconductors #GenerativeAI #MI430X #BigTech

https://winbuzzer.com/2025/11/21/amd-unveils-instinct-mi430x-with-432gb-hbm4-memory-targeting-western-supercomputers-xcxwbn

AMD Unveils Instinct MI430X with 432GB HBM4 Memory, Targeting Western Supercomputers

#AMD #AI #Supercomputing #HBM4 #TechNews #SovereignAI #HPC #DataCenter #ChipWar #Semiconductors #GenerativeAI #MI430X #BigTech

https://winbuzzer.com/2025/11/14/amazon-and-microsoft-back-legislation-to-restrict-nvidias-ai-chip-exports-to-china-xcxwbn

Amazon and Microsoft Back Legislation to Restrict Nvidia’s AI Chip Exports to China

#AI #Nvidia #Microsoft #Amazon #TechPolicy #ChipWar #GAINAIAct #USChina #Geopolitics #Semiconductors #ExportControls #BigTech #NationalSecurity #SupplyChain

https://winbuzzer.com/2025/11/14/amazon-and-microsoft-back-legislation-to-restrict-nvidias-ai-chip-exports-to-china-xcxwbn

Amazon and Microsoft Back Legislation to Restrict Nvidia’s AI Chip Exports to China

#AI #Nvidia #Microsoft #Amazon #TechPolicy #ChipWar #GAINAIAct #USChina #Geopolitics #Semiconductors #ExportControls #BigTech #NationalSecurity #SupplyChain

Nvidia CEO Jensen Huang Softens ‘China Will Win AI Race’ Stance Amid Escalating Chip War

#Nvidia #JensenHuang #ChipWar #AI #TechWar #China #Geopolitics #Semiconductors #Huawei #Blackwell #USEconomy #TechNews #India #ExportControls

https://winbuzzer.com/2025/11/06/nvidia-ceo-jensen-huang-softens-china-will-win-ai-race-stance-amid-escalating-chip-war-xcxwbn

Nvidia CEO Jensen Huang Softens ‘China Will Win AI Race’ Stance Amid Escalating Chip War

#Nvidia #JensenHuang #ChipWar #AI #TechWar #China #Geopolitics #Semiconductors #Huawei #Blackwell #USEconomy #TechNews #India #ExportControls

https://winbuzzer.com/2025/11/06/nvidia-ceo-jensen-huang-softens-china-will-win-ai-race-stance-amid-escalating-chip-war-xcxwbn

Intel’s Comeback Struggle
Intel battles AMD, Nvidia, and TSMC while pivoting to a foundry model amid weak chip demand. Progress in its 18A process brings hope, but profits may lag until 2026 as execution risks and high costs persist.

#Intel #Semiconductors #ChipWar #AI #TechNews #TSMC #AMD #Nvidia #Foundry #Innovation #TECHi

Read Full Article Here :- https://www.techi.com/intel-stock-wall-street-forecast-chipmaker-challenges/

Hmmm... 🤨

Did China break an ASML #lithography machine while trying to reverse-engineer it? https://nationalinterest.org/blog/buzz/did-china-break-asml-lithography-machine-while-trying-to-reverse-engineer-bw-102025 #chipwar #tech

Hmmm... 🤨

Did China break an ASML #lithography machine while trying to reverse-engineer it? https://nationalinterest.org/blog/buzz/did-china-break-asml-lithography-machine-while-trying-to-reverse-engineer-bw-102025 #chipwar #tech

ASML Warns of ‘Significant’ China Sales Drop Despite Strong Q3 Earnings Fueled by AI

#ASML #Semiconductors #ChipWar #AI #Tech #Geopolitics #China

https://winbuzzer.com/2025/10/15/asml-warns-of-significant-china-sales-drop-despite-strong-q3-earnings-fueled-by-ai-xcxwbn

ASML Warns of ‘Significant’ China Sales Drop Despite Strong Q3 Earnings Fueled by AI

#ASML #Semiconductors #ChipWar #AI #Tech #Geopolitics #China

https://winbuzzer.com/2025/10/15/asml-warns-of-significant-china-sales-drop-despite-strong-q3-earnings-fueled-by-ai-xcxwbn

China Opens New Tech War Front, Targeting Nvidia With Antitrust Probe

#AI #ChipWar #Nvidia #China #Antitrust #TechWar #Geopolitics #Semiconductors

https://winbuzzer.com/2025/09/18/china-opens-new-tech-war-front-targeting-nvidia-with-antitrust-probe-xcxwbn

China Opens New Tech War Front, Targeting Nvidia With Antitrust Probe

#AI #ChipWar #Nvidia #China #Antitrust #TechWar #Geopolitics #Semiconductors

https://winbuzzer.com/2025/09/18/china-opens-new-tech-war-front-targeting-nvidia-with-antitrust-probe-xcxwbn

Intel’s longtime product chief Michelle Johnston Holthaus is stepping down as CEO Lip-Bu Tan reshapes leadership, hires new executives, and doubles down on custom chips and foundry services. Political pressure and fierce competition from Nvidia and Arm make Intel’s turnaround more uncertain than ever.

#Intel #LeadershipChange #Semiconductors #ChipWar #TechNews #AI #TECHi

Read Full Article Here :- https://www.techi.com/intel-leadership-shakeup-michelle-holthaus-departure/

U.S. revokes Samsung & SK Hynix’s China chip equipment approvals
Shares tumble as exemptions end, threatening supply chains & fueling chip geopolitics.

#Semiconductors #Samsung #SKHynix #ChipWar #TechNews #Geopolitics #AIChips #TECHi

Read Full Article Here :- https://www.techi.com/samsung-sk-hynix-shares-fall-us-tightens-chip-production-rules-china/

US Gov Takes 10% Stake in Intel.
Trump converts $8.9B CHIPS Act grants into stock, giving Washington influence in the chip race. Big win or risky gamble?

#Intel #CHIPSAct #Semiconductors #Trump #TechNews #USPolitics #ChipWar #TECHi

Read Full Article Here :- https://www.techi.com/us-10-percent-stake-intel-trump-chip-war/

Nvidia Halts H20 AI Chip Production as China Cracks Down on Purchases

#AI #Nvidia #NvidiaH20 #ChipWar #China #TechWar #Geopolitics

https://winbuzzer.com/2025/08/22/nvidia-halts-h20-ai-chip-production-as-china-cracks-down-on-purchases-xcxwbn

Nvidia Halts H20 AI Chip Production as China Cracks Down on Purchases

#AI #Nvidia #NvidiaH20 #ChipWar #China #TechWar #Geopolitics

https://winbuzzer.com/2025/08/22/nvidia-halts-h20-ai-chip-production-as-china-cracks-down-on-purchases-xcxwbn

DeepSeek’s R2 AI Model Delayed by Huawei Chip Woes

#AI #ChipWar #DeepSeek #Huawei #Nvidia #TechWar #Geopolitics #China #Ascend

https://winbuzzer.com/2025/08/14/deepseeks-r2-ai-model-delayed-by-huawei-chip-woes-xcxwbn

DeepSeek’s R2 AI Model Delayed by Huawei Chip Woes

#AI #ChipWar #DeepSeek #Huawei #Nvidia #TechWar #Geopolitics #China #Ascend

https://winbuzzer.com/2025/08/14/deepseeks-r2-ai-model-delayed-by-huawei-chip-woes-xcxwbn

US Demands 15% of Nvidia and AMD's China AI Chip Revenue in Unprecedented Deal

#AI #ChipWar #Nvidia #AMD #Trump #Geopolitics #USChina

https://winbuzzer.com/2025/08/12/us-demands-15-of-nvidia-and-amds-china-ai-chip-revenue-in-unprecedented-deal-xcxwbn

US Demands 15% of Nvidia and AMD's China AI Chip Revenue in Unprecedented Deal

#AI #ChipWar #Nvidia #AMD #Trump #Geopolitics #USChina

https://winbuzzer.com/2025/08/12/us-demands-15-of-nvidia-and-amds-china-ai-chip-revenue-in-unprecedented-deal-xcxwbn

Nvidia and AMD will share 15% of revenue from China chip sales with the US government to resume exports of advanced AI processors like H20 and MI308. https://english.mathrubhumi.com/technology/us-government-secures-15-per-cent-cut-from-nvidia-amd-china-chip-sales-xao8h7lq?utm_source=dlvr.it&utm_medium=mastodon #Nvidia #AMD #ChipWar #AIChips #H20Chip

Trump Hits Imported Chips with 100% Tariff, Exempting US Investors as Apple Pledges $600 Billion

#Apple #Trump #Tariffs #USManufacturing #ChipWar #Semiconductors #TechPolicy #ChipIndustry #China #Taiwan #TSMC

https://winbuzzer.com/2025/08/07/trump-hits-imported-chips-with-100-tariff-exempting-us-investors-as-apple-pledges-600-billion-xcxwbn

Trump Hits Imported Chips with 100% Tariff, Exempting US Investors as Apple Pledges $600 Billion

#Apple #Trump #Tariffs #USManufacturing #ChipWar #Semiconductors #TechPolicy #ChipIndustry #China #Taiwan #TSMC

https://winbuzzer.com/2025/08/07/trump-hits-imported-chips-with-100-tariff-exempting-us-investors-as-apple-pledges-600-billion-xcxwbn

Nvidia Denies GPU Backdoors as China Probe Threatens Renewed H20 Chip Sales

#AI #Nvidia #NvidiaH20 #ChipWar #Geopolitics #HardwareSecurity #China

https://winbuzzer.com/2025/08/06/nvidia-denies-gpu-backdoors-as-china-probe-threatens-renewed-h20-chip-sales-xcxwbn

Nvidia Denies GPU Backdoors as China Probe Threatens Renewed H20 Chip Sales

#AI #Nvidia #NvidiaH20 #ChipWar #Geopolitics #HardwareSecurity #China

https://winbuzzer.com/2025/08/06/nvidia-denies-gpu-backdoors-as-china-probe-threatens-renewed-h20-chip-sales-xcxwbn

Intel Downgraded by Fitch Amid Rising Competition

Fitch cut Intel’s credit rating, citing weak financials and rising execution risks as it struggles against rivals like AMD and Qualcomm. Despite $21B in cash, Intel needs stronger product launches and debt cuts to regain investor confidence.

#Intel #FitchDowngrade #TechNews #Semiconductors #ChipWar #AIChips #AMD #Qualcomm #MarketWatch #CreditRatings #TECHi

Read Full Article Here :- https://www.techi.com/fitch-downgrades-intel-credit-rating/

Nvidia’s China Comeback Hits Wall as Beijing Probes H20 Chips for Security Risks

#Nvidia #AI #ChipWar #Geopolitics #USChinaRelations #ExportControls

https://winbuzzer.com/2025/07/31/nvidias-china-comeback-hits-wall-as-beijing-probes-h20-chips-for-security-risks-xcxwbn

Nvidia’s China Comeback Hits Wall as Beijing Probes H20 Chips for Security Risks

#Nvidia #AI #ChipWar #Geopolitics #USChinaRelations #ExportControls

https://winbuzzer.com/2025/07/31/nvidias-china-comeback-hits-wall-as-beijing-probes-h20-chips-for-security-risks-xcxwbn

Nvidia Orders 300,000 H20 Chips for China from TSMC, Signaling Major Bet After US Policy Reversal

#AI #Nvidia #NvidiaH20 #ChipWar #China #TechPolicy

https://winbuzzer.com/2025/07/29/nvidia-orders-300000-h20-chips-for-china-from-tsmc-signaling-major-bet-after-us-policy-reversal-xcxwbn

Huawei Showcases CloudMatrix 384 AI Cloud Infrastructure System, Challenging Nvidia Amid U.S. Policy Turmoil

#AI #Huawei #Nvidia #ChipWar #Geopolitics #Semiconductors #USA #China #CloudMatrix384

https://winbuzzer.com/2025/07/27/huawei-showcases-cloudmatrix-384-ai-system-challenging-nvidia-amid-u-s-policy-turmoil-xcxwbn