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Category: Computer Chips
Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide
Broad restrictions could cause supply interruptions for arms makers, as well as manufacturers in the semiconductor, automotive and other sectors.
A.I. Is Driving a Stock Market Rally in China, Too
Surging interest in artificial intelligence is generating huge gains for Chinese tech stocks like Alibaba, which has more than doubled this year.
China Displays Its Gizmos and Ambition, but Fewer Answers on Trade
The vast Global Digital Trade Expo in Hangzhou stood as a rebuke to U.S. efforts to hem in China’s technology. But the real competition is internal, and profits are hard to find.
How an Emirati Royal Won the Battle for A.I. Chips
Sheikh Tahnoon bin Zayed Al Nahyan of the United Arab Emirates secured a tentative A.I. chip deal with the United States. His company also struck a $2 billion deal with President Trump’s crypto start-up. David Yaffe-Bellany, a technology reporter for The New York Times, walks us through both deals’ intersecting timelines.
In Giant Deals, U.A.E. Got Chips, and Trump Team Got Crypto Riches
A lucrative transaction involving the Trump family’s cryptocurrency firm and an agreement giving the Emiratis access to A.I. chips were connected in ways that have not been previously reported.
Nvidia Broke Antitrust Law, China Says, as Tensions With U.S. Mount
Chinese regulators, on a day of U.S. trade talks, said that an acquisition by Nvidia had violated antimonopoly regulations.
ASML to Invest $1.5 Billion in Mistral, the French A.I. Start-Up
ASML, the Dutch maker of semiconductor equipment, is investing about $1.5 billion in Mistral, the French A.I. start-up.
Trump Takes Aim at South Korean Chipmakers’ China Operations
The U.S. said Samsung and SK Hynix can no longer ship American equipment to their production facilities in China without government licenses.
As Trump Courts a More Assertive Beijing, China Hawks Are Losing Out
The Trump administration has dialed back aggressive measures against China and reversed its position on technology controls as the president angles for a Chinese trip later this year.
Can Taiwan Really Disconnect Its Economy From China?
Momentum is building in Taiwan to lessen its business dependency on China, its biggest trading partner. Doing so will not be easy.
Under China’s Threat, Taiwan Needs Its Own Power Sources More Than Ever
Taiwan, which makes most of the world’s advanced computer chips, relies almost entirely on imported energy.
How Washington Has Tried to Control China’s Tech
Under three presidential administrations, officials in Washington have used export controls to hold back China’s access to advanced technology.
Trump’s Tariffs Impede Malaysia’s Plan to Prepare for A.I.
A crucial cog in the global semiconductor industry, Malaysia aims to build high-end chips. It will have to contend with President Trump’s trade policy first.
Nvidia’s Chief Says U.S. Chip Controls on China Have Backfired
Jensen Huang, the chipmaker’s top executive, said the attempt to cut off the flow of advanced A.I. chips spurred Chinese companies to “accelerate their development.”
