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Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems.

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  • Nvidia’s H20 chip is being sold in some cases at more than a 10 per cent discount in China, compared to Huawei’s Ascend 910B, sources said
  • Senior Nvidia executives warned that the company’s business in China is ‘substantially’ lower than in the past because of US sanctions
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SMIC accounted for 6 per cent of global chip foundry sales in the first quarter, behind industry leader TSMC’s 62 per cent share and Samsung’s 13 per cent share.

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Readers discuss Malaysia’s revival of its semiconductor industry, the exclusion of an elevated cycle track from Hong Kong’s Trunk Road T4 project, and the need to prevent work-to-rule-style bureaucracy .

The South Korean memory chip maker has already sold out its high-bandwidth memory chips for this year, as enterprises aggressively expand artificial intelligence services.

Indonesia has offered the island of Bali and the nation’s new capital Nusantara as potential locations for Microsoft’s new research facility and data centre.

The world’s largest memory chip maker posted better-than-expected net income that is more than four times the company’s earnings a year earlier.

The city’s focus on China-made graphics processing units shows how mainland authorities are scrambling to build up computing resources, despite US export restrictions on advanced chips.

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Chinese electric vehicle start-up Xpeng said its partnership with AI chip supplier Nvidia has not been affected by tighter US trade sanctions, but it will keep its options open with local suppliers.

TSMC, a key supplier to Nvidia and Apple, says a new chip-manufacturing technology called ‘A16’ will enter production in the second half of 2026.

Among the buyers were the Chinese Academy of Sciences, the Shandong Artificial Intelligence Institute, the Hubei Earthquake Administration and a state-run aviation research centre.

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The first global standards specifically covering GenAI and LLM released on Tuesday are a joint effort between Ant Group, Baidu, Tencent, OpenAI, Microsoft, Nvidia and others.

TSMC, the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 5 per cent rise in first-quarter profit on Thursday thanks to strong demand.

The company’s latest AI push could fuel further debate on whether China can continue relying on open-source development, instead of bolstering its own tech ecosystem.

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Intel debuted a new version of its artificial intelligence chip on Tuesday, while Google revealed the details of a new version of its data-centre artificial intelligence chips and announced an Arm-based based central processor.

Tesla CEO Elon Musk said artificial intelligence (AI) would be smarter than the smartest human probably by next year, or by 2026, adding that AI development was constrained by the availability of electricity.

At a time when the global euphoria about AI has propelled a three-fold surge in Nvidia’s stock, investors are pointing toward emerging markets for better value and a bigger pool of options.

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Alibaba chairman Joe Tsai said US chip export restrictions to China have ‘definitely affected’ mainland tech firms, including the e-commerce giant’s cloud computing business.

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The world’s largest contract chip manufacturer restarted operations within 10 hours after work was suspended because of a deadly earthquake that hit Taiwan.

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Merchants at Shenzhen’s Huaqiangbei, the world’s biggest wholesale electronics marketplace, are stockpiling graphics cards ahead of the revised US curbs’ roll-out on April 4.

Micron CEO Sanjay Mehrotra promised investors that 2024 will mark a rebound for the memory chip industry and 2025 will see record sales levels, driven by opportunities enabled by AI.

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At a major industry event in Shanghai, China’s top semiconductor executives failed to address the elephant in the room: growing US export restrictions on advanced chip technology.

The Chinese giant has added new Nvidia GPU systems to its ThinkSystem servers and announced new computer workstations pre-installed with Nvidia chips.