Latest about chip war
China beat the U.S. in generative AI patents by 6-to-1 for the past ten years — almost 10,000 Chinese patents filed last year alone
China has more patents than the six top nations in generative AI research.
Samsung Texas fab delayed for 2nm upgrade to face-off with TSMC and Intel, according to Korean media
Industry sources say that one of the reasons for the delay of Samsung's Texas fab is that it is considering upgrading it from 4nm to 2nm.
China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions
Only 20% of China's chipmaking tools are domestically made, putting the country at the mercy of external forces.
U.S. delays Nvidia, AMD AI GPU export licenses to Middle East
U.S. does not want AMD and Nvidia sell their advanced AI and HPC GPUs to Middle East countries as these processors could be resold to China, or accessed by Chinese entities from the cloud
Microsoft offers to relocate nearly 10% of China-based staffers to the US or allied nations — AI and cloud engineering exodus from China begins
Microsoft offers over 700 AI and Cloud Computing engineers and other staffers in its China operation to move to the U.S., Ireland, Australia, or New Zealand.
US to increase tariffs on Chinese semiconductors by 100% in 2025 — officials say it protects the $53 billion spent on the CHIPS Act
The U.S. will increase import tariffs on Chinese semiconductors from 25% to 50% in 2025.
US attacks China's Quantum research, spy balloons by adding 37 companies to ban list
The US government has broken its record for most Chinese entities on the Entity List at once, with quantum research in China and elsewhere receiving fresh new sanctions and blockades.
Intel issues revenue warning after US revokes Huawei export licenses — further efforts to restrict China's access to AI chips
The U.S. government has revoked export licenses for select processors for PCs and smartphones — Intel and Qualcomm can no longer ship to Huawei.
US justifies Huawei's Intel-powered AI laptops, saying chip bans aren't meant to hobble China's growth
U.S. Secretary of State Antony Blinken claims the Chip War is not meant to restrict or hold back China, ignoring real-world impacts on Chinese industry and the claims of other U.S. lawmakers.
