China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from the US, in a move widely seen as both a retaliatory response to recent US tariff extensions and a strategic effort to bolster its domestic chip industry.
US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that Nvidia had violated antitrust conditions linked to its 2020 acquisition of Mellanox Technologies.
In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking a bold step toward monetizing its advanced AI chips through a "hardware-as-a-service" model, rather than traditional chip sales.
