export controls

Nvidia denies report of China-tailored AI chip plans

Nvidia on Thursday denied a report that it plans to begin shipping a language processing unit tailored for Chinese customers by the end of the year, calling the claims "incorrect" even as U.S. export controls continue to reshape its approach…

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Nvidia plans to ship new AI chip to China by year-end

Nvidia is preparing to ship small volumes of a newly designed AI chip to Chinese customers by the end of 2026, according to a report published Thursday by The Information, citing two company employees.

Nvidia H200 chips reach China despite Beijing push to limit imports, FT reports

Small batches of Nvidia's H200 chips, among the company's most powerful AI processors, have entered mainland China, the Financial Times reported on Tuesday, citing two people with knowledge of the matter.

Nvidia’s China AI chip share set to plunge as Huawei gains ground

Jensen Huang's warning about the consequences of losing China's AI market to domestic hardware is drawing renewed attention as fresh data shows American chipmakers rapidly losing ground in the world's second-largest AI economy.

China’s CXMT expands into mobile DRAM, narrows yield gap with Samsung

China's largest DRAM maker, Changxin Memory Technologies (CXMT), is broadening its competitive front against Samsung Electronics and SK hynix, moving beyond PC memory into the mobile DRAM market while reportedly achieving manufacturing yields that approach those of the global leader.

CXMT hits 90% yield on DDR5 chips despite U.S. sanctions

Chinese memory chipmaker ChangXin Memory Technologies has reportedly achieved a 90% yield rate on its 17-nanometer DDR5 chips, a milestone that marks the company's transition from an emerging domestic supplier to a potential volume competitor in the global DRAM market.

Nvidia, AMD China AI chip share to drop to 21% in 2026, TrendForce says

Nvidia and AMD's Advanced Micro Devices, Inc. combined share of China's AI server chip market is forecast to fall to just 21% in 2026, down from 34% last year, according to new data from Taipei-based research firm TrendForce presented at…

Samsung, SK Hynix test Chinese chip tools to hedge U.S. export risks

Samsung Electronics and SK Hynix are testing plasma etching equipment from Shanghai-based Advanced Micro-Fabrication Equipment (AMEC) at their Chinese factories, Reuters reported on Wednesday, as the South Korean memory chip giants prepare contingency plans against further tightening of U.S. export…

CXMT eyes second Beijing DRAM fab as capacity could double

China's largest DRAM maker, ChangXin Memory Technologies, is in early-stage talks to build a second 12-inch wafer fabrication plant in Beijing's Yizhuang district, a move that could more than double the company's production capacity and deepen its challenge to the…

Moonshot AI built Kimi K3 on 20,000 Nvidia chips from Alibaba

Chinese AI startup Moonshot has a computing power agreement with Alibaba for the use of around 20,000 Nvidia chips, Bloomberg reported on July 31, citing people with knowledge of the companies' operations. The hardware forms a substantial chunk of the…

ASML rebounds after analysts call China rival sell-off overdone

ASML shares climbed approximately 6.8% on Thursday, July 30, recovering a portion of the more than €60 billion in market value wiped out during a two-day selloff earlier in the week. The rebound came as Wall Street analysts pushed back…

China weighs curbing overseas access to its top AI models

China's open-weight artificial intelligence models are making rapid inroads globally, as Moonshot AI's Kimi K3 and a wave of competing Chinese systems offer developers and businesses capable alternatives to proprietary American platforms at a fraction of the cost.

Moonshot AI seeks more Nvidia chips for larger Kimi K4 model

Chinese AI startup Moonshot AI is in discussions to acquire additional Nvidia Blackwell-architecture GPUs to train its next model, Kimi K4, which would be larger than its 2.8 trillion-parameter Kimi K3, according to a report from The Information published Monday.…

Taiwan detains Nvidia employee in AI chip smuggling probe

Taiwanese prosecutors have detained an Nvidia employee as part of an expanding investigation into the alleged smuggling of the company's AI chips to China, a source familiar with the case told AFP on Tuesday. The detention marks the first time…

China’s homegrown DUV machines and CXMT IPO rattle global chip stocks

Global semiconductor stocks came under heavy selling pressure on Monday after a twin jolt from China: a report that a state-backed group has begun manufacturing domestically developed deep ultraviolet lithography machines, and the explosive debut of ChangXin Memory Technologies on…

China’s homegrown DUV chip tool sends ASML tumbling

ASML shares fell sharply on Monday after The Information reported that a Shanghai-based, state-backed company has begun limited mass production of homegrown immersion deep ultraviolet lithography machines — a first for China that threatens the Dutch firm's remaining access to…

H200 chip shipments to China have begun, U.S. official tells Congress

A senior U.S. trade official told Congress on Tuesday that shipments of Nvidia H200 artificial intelligence chips to China have begun, with only a small number delivered so far, marking a milestone in a months-long saga over advanced semiconductor exports…

ZTE unit licensed to buy Nvidia’s H200 AI chips

A unit of Chinese telecoms equipment maker ZTE Corp has received U.S. government approval to purchase Nvidia's advanced H200 artificial intelligence chips, according to documents and sources reported by Reuters on Monday, marking a new development in the tangled web…

Nvidia halves Asian AI chip buyer list to block China diversion

Nvidia has more than halved the number of Asian customers authorized to purchase its AI chips, creating a new "white list" of companies that have passed tougher compliance checks designed to prevent advanced processors from reaching China, the Financial Times…

OpenAI, Anthropic warn of Chinese fake-account campaigns copying their AI

OpenAI and Anthropic have warned that Chinese AI labs are using tens of thousands of fake accounts to extract capabilities from their flagship models, escalating tensions in the U.S.-China technology rivalry at a moment when American AI is simultaneously flowing…

Iran says UAE ‘must be held accountable’ after US eases export controls

Iran's Deputy Foreign Minister Kazem Gharibabadi accused the United Arab Emirates of complicity in the U.S.-led military campaign against Iran, saying Abu Dhabi "must be held accountable" after a U.S. government document explicitly credited the Gulf state for supporting Operation…

OpenAI, Google sell AI to blacklisted Chinese firms

OpenAI and Google Alphabet Inc. have confirmed they are supplying advanced artificial intelligence models to Singapore-based subsidiaries of Alibaba, Baidu, and Tencent, despite the parent companies' placement on the Pentagon's list of Chinese military companies, according to a Financial Times…

Chinese firms use rare-earth ban to squeeze foreign rivals

Chinese manufacturers that use rare earths are seizing what the Financial Times describes as a "historic" opportunity to move up the industrial value chain and squeeze out foreign competitors, leveraging Beijing's escalating export controls on critical minerals to capture higher-value…

China promotes open AI at UN while weighing export curbs

At the same moment Chinese officials were promoting open-source artificial intelligence as a tool for global development at United Nations events in Geneva this week, Reuters reported that Beijing is quietly exploring whether to restrict overseas access to its most…

China plans to let top AI firms buy Nvidia H200 chips

China is planning to let its leading artificial intelligence companies purchase a limited number of Nvidia H200 chips, The Information reported on Wednesday, a move that could end months of deadlock over advanced AI chip deliveries to Chinese buyers.

EU unveils AI contingency plan after US curbed Anthropic model access

The European Commission unveiled a new action plan on Tuesday addressing the risks and opportunities of advanced artificial intelligence in cybersecurity, including language about contingency measures should access to powerful AI models be withdrawn — a direct response to the…

Beijing weighs curbing overseas access to top AI models

Chinese authorities have spent the past month meeting with the country's top technology companies to discuss potentially restricting overseas access to China's most advanced artificial intelligence models, including those not yet released, according to a Reuters exclusive citing three people…

Chinese firms plan to shift 46% of AI chip budgets to domestic makers

Chinese companies plan to allocate 46% of their AI accelerator budgets to domestic chipmakers over the next 12 months, up from 30% today, according to a Bloomberg Intelligence survey published on Tuesday, marking a sharp acceleration in Beijing's drive to…

Anthropic unveils AI jailbreak severity scale with Amazon, Microsoft, Google

Anthropic has globally redeployed its Claude Fable 5 model after the U.S. Commerce Department lifted the export controls that had kept the AI system offline for 19 days, and on Wednesday published a new industry framework for rating the severity…

Asia-wide crackdown on Nvidia chip smuggling widens with detentions, seizures

Taiwanese prosecutors have detained two employees of Super Micro Computer and released two others on bail as part of a widening investigation into the alleged smuggling of Nvidia AI chips to China, while Singapore authorities separately seized a $42 million…