Remember to star the official account ⭐️ to receive timely updates without missing out. In the past two years, many have been pondering whether American chips can still be sold back to China, and the atmosphere has suddenly become tense yet relaxed. What does this mean? The latest rumor is that NVIDIA’s H200 chip may … Read more
The Dutch government suddenly announced on November 19 to suspend its regulation on Nexperia Semiconductor, a chip manufacturer headquartered in the Netherlands but acquired by a Chinese company. Previously, the Netherlands had frozen its global operations citing “national security” concerns. After two months of back-and-forth, the situation has taken a turn, but the underlying conflicts … Read more
A silent war over materials is quietly reshaping the global technology landscape. Recently, the U.S. Department of Defense has unusually invested directly in rare earth companies, and Apple has also been bolstering the domestic rare earth supply chain, drawing widespread attention from the industry. Almost simultaneously, the Chinese Ministry of Commerce implemented export controls on … Read more
Over the weekend, there was widespread discussion about the new round of tariff wars. I found that most people are not concerned about what actually happened, but rather two things: how much the market will drop on Monday; and whether they should increase their positions. The problem is, if we don’t carefully study what happened, … Read more
In a conference room on Capitol Hill, Anthropic CEO Dario Amodei openly criticized U.S. government officials for “doing the wrong thing regarding chip export controls.” Although he did not name specific individuals, those in Washington’s tech policy circles understood that his remarks were directed at White House “AI Czar” David Sacks and NVIDIA CEO Jensen … Read more
On July 31, the National Internet Information Office officially announced that it had summoned NVIDIA regarding the security risks of backdoor vulnerabilities in the H20 computing chips sold to China, requiring the company to provide explanations and submit relevant proof materials. In recent years, the United States has implemented a “small yard, high wall” strategy … Read more
Direct News:The U.S. government has issued an export license for NVIDIA chips, and there are reports that NVIDIA will pay 15% of its chip sales revenue to the U.S. government. What are your thoughts on this? Special Commentator Sun Xingjie:NVIDIA’s CEO Jensen Huang has put in considerable effort to facilitate chip exports to China. Ultimately, … Read more
On April 17, NVIDIA CEO Jensen Huang rushed to Beijing, marking his second visit to China in just three months. The urgency of this visit was triggered by the U.S. government’s sudden announcement on April 9, imposing “indefinite export controls” on NVIDIA’s H20 chip designed specifically for the Chinese market. This news hit the capital … Read more
On April 16, Beijing time, AI chip giant NVIDIA submitted an 8-K filing to the U.S. Securities and Exchange Commission (SEC), stating that it has received notification from the Trump administration that it will “indefinitely” ban the export of NVIDIA H20 chips to China and Israel, among other countries, unless a license is obtained. “The … Read more
Technical Editor: Mango | Reported by SegmentFault Editorial Department | WeChat Official Account: SegmentFault The U.S. Entity List has struck again, this time affecting universities, with Harbin Institute of Technology and Harbin Engineering University no longer able to use MATLAB. As U.S.-China tensions escalate, after tech companies were added to the Entity List, universities have … Read more