Nvidia CEO Jensen Huang should put US national security before Nvidia's pure revenue generation interests in China.

When Prime Minister Narendra Modi declared India's "late entry" into the global semiconductor race, he pinned hopes on ...

Taiwan has vowed to resist pressure from Washington to shift half of its chip production capacity to the United States, a disagreement that could complicate ongoing tariff talks ...

GDS Holdings Limited (NASDAQ: GDS) is one of the. On September 19, Raymond James reiterated its “Strong Buy” rating on the ...

Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing ...

Doubled chip output – Huawei’s plan calls for 600,000 Ascend 910C units next year and up to 1.6 million dies across models.

Nvidia’s Intel partnership reshapes AI and crypto, boosting US chip security, decentralized AI, and blockchain innovation.

American and Chinese officials announced on September 15 that they had reached a “framework agreement” on the future of ...

Exemplifying this erratic push-pull dynamic is the Trump administration’s recent reversal on AI chip exports to China. Just three months after imposing a ban in April 2025 on even “compliant” chips ...

China-based Huawei plans to nearly double the production of its artificial intelligence chip, the 910C, in 2026 as it ...

Huawei's rapid production of AI chips poses a serious test for Nvidia's dominance in China. With government support and ...