Nvidia shares fall following new AI chip announcements

Nvidia shares fall following new AI chip announcements

Nvidia’s shares fell despite unveiling its next-generation artificial intelligence chips at the annual GPU Technology Conference (GTC), highlighting the risk-off sentiment-driven markets. ADVERTISEMENT On Tuesday, Nvidia announced its new generation of artificial intelligence (AI) chips, designed to power future advancements in robotics and self-driving cars at the annual (GTC) in San Jose, California. However, its…

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ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

ASML Holding, the world’s top supplier of advanced chipmaking equipment caught in the US-China tech rivalry, will build a “reuse and repair” centre in Beijing this year, showing its commitment to the world’s second-largest economy despite pressure from Washington. The Dutch firm, which has been unable to sell its extreme ultraviolet lithography systems to its…

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Nvidia earnings beat expectations and signal strong AI chip demands

Nvidia earnings beat expectations and signal strong AI chip demands

Nvidia’s quarterly earnings surpassed analysts’ expectations, signalling artificial intelligence demands remained strong. However, the company’s revenue growth slowed due to the base effect. ADVERTISEMENT Nvidia reported fourth-quarter earnings for fiscal year 2025 that exceeded market expectations and provided a positive outlook for the current quarter. However, the performance was not as much of a blowout…

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U.S. chip curbs hit China harder than expected as TSMC treads carefully

U.S. chip curbs hit China harder than expected as TSMC treads carefully

TAIPEI — The latest U.S. export controls on China’s chip sector are causing more disruption than the industry expected, as Taiwan Semiconductor Manufacturing Co. takes an extremely cautious approach to ensure compliance, sources briefed on the matter said. TSMC, the world’s top contract chipmaker, has been informing Chinese customers that use the company’s 16-nanometer or…

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China's state-backed labs provide a lifeline for U.S.-blacklisted chip suppliers

China’s state-backed labs provide a lifeline for U.S.-blacklisted chip suppliers

TAIPEI — Chinese chip and chip equipment makers blacklisted by the U.S. are turning to universities and state-backed chip labs and “pilot production lines” to keep their development efforts on track. Facilities in major cities from Wuhan to Wuxi to Ningbo offer vital test production and verification services that help accelerate China’s chip developments, often…

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China AI military use spurs latest U.S. chip export controls, analysts say

China AI military use spurs latest U.S. chip export controls, analysts say

WASHINGTON — The recent U.S. decision to tighten export controls on advanced semiconductors was driven by a fear that China could use artificial intelligence and advanced computing to alter the nature of future warfare, according to analysts. Those concerns have been accentuated by the use of AI in the Gaza and Ukraine conflicts, including Ukrainian drones identifying and…

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U.S. extends controls on China chip industry, adds 140 firms to entity list

U.S. extends controls on China chip industry, adds 140 firms to entity list

NEW YORK/TAIPEI — The U.S. added 140 companies including Chinese semiconductor toolmaking and software firms to a trade restriction list on Monday in one of the biggest efforts to curtail Chinese advances in the high-tech sector. The targets include Semiconductor Manufacturing International Corp. and Huawei-linked companies. China’s top chipmaking equipment firms, including Beijing Naura, ACM Research and Piotech, also were…

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