China has begun clearing imports of Nvidia’s H200 graphics processing units, easing months of uncertainty for the country’s largest technology companies as demand for advanced artificial intelligence computing capacity continues to rise. The approvals mark a notable development in Beijing’s management of high
Alibaba Group Holding is preparing a structural separation of its wholly owned chip design unit T Head, signalling a renewed emphasis on internal semiconductor capability as part of its long term cloud and artificial intelligence strategy. The unit is expected to be reorganised
Chinese authorities have issued internal guidance indicating that certain advanced artificial intelligence chips are not permitted to enter the country, reflecting a cautious approach to managing access to high-end foreign technology. The instructions were communicated to customs agents and accompanied by messages delivered
Nvidia moves from promise to large scale manufacturing Nvidia has confirmed that its next generation Rubin chips are now in full production, marking a critical milestone in the company’s roadmap as demand for artificial intelligence hardware continues to surge. Speaking about the rollout,
AI boom reshapes the semiconductor profit cycle Samsung Electronics is expected to report a dramatic jump in fourth quarter operating profit, with estimates pointing to an increase of around 160 percent compared with the same period a year earlier. The surge reflects a
Strong opening signals appetite for AI-linked hardware Shares of Shanghai Biren Technology delivered a spectacular debut in Hong Kong, highlighting strong investor appetite for Chinese semiconductor companies tied to artificial intelligence. The graphics processing unit maker became the first Chinese GPU start-up to
A Sudden Surge in Demand Nvidia is facing mounting pressure to scale up production of its H200 artificial intelligence chips as demand from Chinese technology companies accelerates sharply. According to sources familiar with the matter, orders placed by Chinese firms for 2026 delivery
Congressional Scrutiny Intensifies Over AI Chip Controls Pressure is mounting in Washington over how the United States is handling advanced artificial intelligence chip exports to China. Two senior Democratic lawmakers have formally asked the US Commerce Department to disclose whether it has approved
MediaTek is reportedly strengthening its position in the global artificial intelligence hardware supply chain as demand for Google’s Tensor Processing Units continues to rise. Market reports indicate that Google has significantly expanded cooperation with the Taiwanese chipmaker, placing much larger orders than initially
The United States has launched a fresh review of Nvidia’s sales of its advanced H200 artificial intelligence chip to China, according to people familiar with the matter. The move highlights growing scrutiny over high performance computing exports and reflects Washington’s broader effort to
