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Semiconductorsi

Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.

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  • The new Blackwell chips are made up of 208 billion transistors and will be able to link with other chips, making them much faster at handling AI models
  • The chips will be the basis of new computers coming from data centre operators like Amazon.com, Microsoft and Google
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Rebellions, a fabless AI chip company co-founded by five South Korean engineers, is viewed as the country’s best hope to rival Nvidia in AI inference.

The capital infusion could be a harbinger for Huawei’s increased pace of new investments this year, as the Chinese tech giant’s sales rose in 2023.

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As the chip equipment giant threatens to expand outside the Netherlands, Chinese social media users are quick to point their finger at US-led export curbs.

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His declaration comes during an inspection tour and as the European Parliament approves a new legal framework to get ahead of worrisome risks associated with artificial intelligence.

ByteDance’s latest semiconductor-related investment shows the lengths being taken by the company to overcome the impact of tighter US tech sanctions on mainland China.

Zhou Meisheng, formerly the executive vice-president of R&D at SMIC, is heading to CXMT according to report, in a move that could boost memory chip maker’s research efforts.

Samsung has fallen behind in the AI chip race, while SK Hynix was the first vendor to produce highly sought-after HBM3 chips for Nvidia.

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The US chip giant still retains a Trump-era licence to sell advanced laptop CPUs to Huawei despite pressure on Biden to revoke the permission, sources say

The shortfall is disrupting plans to distribute money from the Chips Act, a landmark piece of legislation meant to revitalise the US semiconductor industry.

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US authors Brian Keene, Abdi Nazemian and Stewart O’Nan said Nvidia used their copyrighted books without permission to train its NeMo AI platform.

Broadcom said on Thursday it expects US$10 billion in revenue from chips related to artificial intelligence this year, but its stock dipped after the tech company’s full-year forecast failed to impress investors.

The Dutch government is exploring ways to keep ASML from expanding outside the Netherlands after the chip-machinery maker raised concerns about the country’s business climate.

Japan and the Netherlands have responded coolly to a US push to plug holes in its export controls, arguing that they want to first assess the impact of current curbs, sources say.

Nvidia’s warning to developers about running its CUDA software, a programming toolkit, on third-party graphic processing units has exposed another weak link in China’s quest for chip self-sufficiency.

AMD had hoped to get Washington’s approval to sell to Chinese customers its MI309 processor, which performs at a lower level than what the company sells globally.

The European Union should think twice before imposing additional export controls or rules on foreign investment, semiconductor industry group SEMI Europe said in a position paper published this week.

Chinese response to US containment strategy will not be self-isolation but a call to arms for innovation and self-reliance, NPC spokesman says, adding that future legislation will address safety and ethical concerns related to AI and biotech.

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Official findings out of South Korea show how much Beijing’s efforts to advance Chinese tech prowess have paid off in recent years, meaning Seoul has its work cut out as it plays catch-up.

While Nvidia’s shares have added 66 per cent this year after more than tripling in 2023, Tesla shares are down more than half from their 2021 peak.