Subtitle: From Technological Blockades to Market Backlash, the Deep Changes Behind NVIDIA’s Loss in China Shocking Declaration: Jensen Huang’s “0%” Moment In mid-October 2025, Silicon Valley, California, an otherwise ordinary investment forum was shaken by a single statement that reverberated throughout the global tech community. NVIDIA’s founder and CEO Jensen Huang, in a conversation with … Read more
When the Dutch government announced an expansion of export restrictions on Nexperia Semiconductor under the guise of “national security,” it perhaps did not anticipate that China’s countermeasures would come so swiftly and precisely—without loud protests, lengthy legal battles, but with a heavy blow of “cutting off key raw material supplies,” leaving the Dutch semiconductor industry … Read more
The article is approximately 1700 words long, with a reading time of 5 minutes. Yesterday, an unexpected internal notice abruptly interrupted the production rhythm in a packaging workshop in Dongguan. Workers were preparing to take their lunch break when they suddenly discovered that some were unable to log into the production system, the customer ordering … Read more
Briefing on important news in the semiconductor industry (sorted by occurrence time) 1.InternationalImportant News10 items 1. On September 29, the U.S. Department of Commerce released “penetrating” export control regulations, implementing an embargo on overseas subsidiaries of parent companies listed on the entity list with holdings greater than 50%, effective immediately. 2. On September 30, the … Read more
Disclaimer: The content of this article is sourced from online information compilation. I strive for but do not guarantee absolute accuracy and completeness; it is for learning and communication purposes only and does not constitute any investment advice! Event: The bipartisan members of the U.S. House of Representatives’ “China-U.S. Strategic Competition Special Committee” released an … Read more
1. Summit Remarks: The US Attempts to Maintain Chip “Advantage” On September 17, local time, at the AI + DC Summit hosted by the US news site “Axios”, Dario Amodei, CEO of the US AI startup Anthropic, claimed that the US’s dominance in the chip sector might be its “only advantage” over China, which must … Read more
The United States has tightened semiconductor export controls again, ostensibly to blockade China’s chip industry chain, but in reality, it has become a “forcing mechanism” that accelerates China’s independent innovation. As Samsung, SK Hynix, and Intel’s Dalian factory lose their rapid compliance qualifications, the sentiment for self-reliance in China’s semiconductor industry is being further ignited. … Read more
The U.S. has revoked the VEU authorization for three semiconductor companies in China, what does it mean? On August 29, 2025, the U.S. announced the revocation of the “Validated End User” (VEU) authorization for three semiconductor companies in China. This is another export control measure taken by the U.S. in the high-tech sector, essentially aimed … Read more
By / Dao Ge After being embroiled in a “backdoor” controversy and facing inquiries from the Cyberspace Administration of China, NVIDIA’s “special edition” H20 chip has new developments. Recently, the American tech media outlet “The Information” cited sources indicating that NVIDIA has quietly instructed its key suppliers—including ASE Technology, responsible for packaging, Samsung Electronics, which … Read more
On August 14, news broke that U.S. media reported the installation of trackers in chip shipments, which has drawn global attention. The operations behind this have now been revealed. According to an exclusive report by Reuters, the U.S. secretly installed trackers in artificial intelligence-related chips to monitor “the situation of chips being transported to China.” … Read more