More than a decade into Beijing’s push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.
On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the most powerful AI ...
European leaders have grand ambitions to reduce the continent’s reliance on sensitive technologies from abroad. Today, they are debating an update to the European Chips Act, which was finalized in ...
The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers. In a research note released Friday, ...
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