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New US export controls may compel artificial-intelligence giant Nvidia to cancel billions of dollars in next-year orders for its advanced chips to China, a move that could deprive Chinese tech companies of crucial AI resources.
Wall Street Journal
Russia has an ambitious plan to build up to ten supercomputers by 2030, each potentially housing 10,000 to 15,000 Nvidia H100 GPUs. From a computing perspective, this would provide the nation with performance on a scale similar to that which was used to train Chat GPT. Formidable in general, a system featuring so many H100 GPUs could produce some 450 FP64 TFLOPS, which is half of an ExaFLOP, a level of supercomputer performance that has only been achieved by the US so far.
Tom's Hardware Guide
Japan's Ministry of Economy, Trade and Industry is allocating up to JPY192 billion (US$1.29 billion) in subsidies for US chipmaker Micron Technology's work in Hiroshima prefecture, Nikkei has learned, in a move to bolster domestic semiconductor supply chains.
Nikkei Asia
It appears that a third Chinese exascale supercomputer, long thought to be halted indefinitely due to the impact of US sanctions, has come online.
TG Daily
A new smartphone from Huawei Technologies has reignited debate over chip technology and China's ability to skirt US-led curbs. In reality, last week's release of the Mate 60 Pro shows that the success of sanctions is painted in shades of grey, with the true impact yet to come.
Bloomberg
Japanese chipmaking device supplier Disco wants to establish a center in India that would provide support for clients and serve as a base for marketing to the country's budding semiconductor industry, according to an executive at the company.
Nikkei Asia
US regulators are probing artificial intelligence company OpenAI over the risks to consumers from ChatGPT generating false information.
BBC News
Even if the Federal Reserve had begun raising interest rates nine months earlier, US inflation wouldn't be any lower today than it is now.
Fortune
Government-backed Japan Investment Corp. is in talks to acquire JSR, the leading producer of photoresist for semiconductor manufacturing, for roughly JPY1 trillion (US$7 billion), Nikkei has learned.
Nikkei Asia
Analysts say the move will weaken export-control measures aimed at curbing Beijing.
Wall Street Journal
Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with "our hands tied behind our back" and unable to sell advanced chips in one of the company's biggest markets.
The Financial Times
The UK government has announced an investment of up to GBP1 billion (US$1.24 billion) in the domestic semiconductor industry, but has been criticized for declining to join the spending race that has seen the US and EU announce significantly bigger programs.
Guardian
Seagate yesterday agreed to pay a $300 million fine for selling hard disk drives to Huawei, settling US government officials' allegation that shipments to the Chinese company violated export controls imposed in 2020. The fine is "the largest standalone administrative penalty" ever issued by the US Department of Commerce's Bureau of Industry and Security (BIS), the agency said.
Ars Technica
Changxin Memory Technologies plans to file for a domestic initial public offering this year that could value the Chinese chipmaker north of $14.5 billion, a milestone debut that could help galvanize the country's technology aspirations.
The Biden administration is beginning to plan for 6G wireless telecommunications, seeking to expand internet access while reasserting US leadership in a sector where China has notched gains.
Wall Street Journal
Beijing announced a cybersecurity review of Micron Technology, a top-tier U.S. chip maker, on Friday. The measure, which many industry analysts had expected, is China's most significant stroke of retaliation against Washington over its campaign to sever China's access to high-end chips.
New York Times
Huawei has reportedly completed work on electronic design automation (EDA) tools for laying out and making chips down to 14nm process nodes.
The Register
Huawei Technologies has replaced more than 13,000 parts in its products that were hit by US trade sanctions, the Chinese tech giant's founder said, according to a speech transcript posted on Friday by a Chinese university.
Reuters
US regulators said Silicon Valley Bank depositors would be fully repaid as they acted to shore up the banking system after the lender's implosion, unveiling emergency funding measures and closing down a second financial institution.
The Financial Times
Nvidia, Advanced Micro Devices (AMD) and other tech firms are scrambling to assess whether they must halt sales to units of China's Inspur Group after its addition to a US export blacklist last week.
Reuters
Chinese artificial intelligence groups are skirting export controls to access high-end US chips through intermediaries, revealing potential loopholes in Washington's blockade of cutting-edge technology to the country.
The Financial Times
The Commerce Department on Tuesday kicked off the application process for semiconductor manufacturing subsidies under the $53 billion Chips Act, along with conditions aimed at advancing some of the Biden administration's priorities.
Wall Street Journal
China has accused the US of overreacting after federal employees were ordered to remove the video app TikTok from government-issued phones.
BBC News
Employee doubts are rising about TSMC's US$40 billion investment in an Arizona factory.
New York Times
US curbs on China's access to advanced technology are killing its viability as a manufacturing base for exports, according to the head of Japan's Kyocera, as one of the world's largest makers of chip components shifts its production elsewhere and invests heavily in facilities at home.
The Financial Times
Hesai Technology, a Chinese developer of sensor technologies used in self-driving cars, is planning to file for an initial public offering in the US that could raise about US$150 million, according to people familiar with the matter.
Bloomberg
South Korea and Taiwan will still be key semiconductor hubs in years to come, even as pressure to diversify supply chains leads to new competition from places like the US and Germany, according to John Lee, president and CEO of MKS Instruments.
Nikkei Asia
The United States and European Union on Friday announced an agreement to speed up and enhance the use of artificial intelligence to improve agriculture, healthcare, emergency response, climate forecasting and the electric grid.
Reuters
China's top nuclear-weapons research institute has bought sophisticated US computer chips at least a dozen times in the past two and a half years, circumventing decades-old American export restrictions meant to curb such sales.
Washington Post
Despite signs that inflation has started to recede, economists still expect higher interest rates to push the US economy into a recession in the coming year, according to The Wall Street Journal's latest quarterly survey.
Wall Street Journal
Absolics, a subsidiary of SKC, broke ground in November on a planned $600 million investment in Covington, Ga., for a new manufacturing facility that will supply advanced materials to the US semiconductor industry.
PR Newswire
China's largest chip maker SMIC is ramping up production of a decade-old chip technology, key to many industries' supply chains, setting off alarm bells in the United States and prompting some lawmakers to try to stop them.
Reuters
Chinese tech giant Alibaba Group cannot buy some of the most advanced chip designs after the SoftBank-owned British chip tech firm Arm determined that US and Britain would not approve licenses to export technology to China, the Financial Times reported on Wednesday.
Reuters
The Biden administration has banned approvals of new telecommunications equipment from China's Huawei Technologies and ZTE because they pose "an unacceptable risk" to US national security.
Reuters
A weak memory market and US sanctions on China semiconductor producers are driving factors behind the expected 19% drop in semiconductor capital spending in 2023.
IC Insights
In a recent interview with the Barron's Tech newsletter, the Tufts history professor argued that American policy makers are still underestimating the significant risks of a possible disastrous outcome over Taiwan.
Barron's
Embattled cryptocurrency exchange FTX has filed for bankruptcy in the US, seeking court protection as it looks for a way to return money to users.
BBC News
"I think that Elon Musk's cooperation and or technical relationships with other countries is worthy of being looked at," Biden told reporters Wednesday while speaking about the midterm election results.
Washington Post
Chip-making technology provider Lam Research on Wednesday warned of a $2 billion to $2.5 billion revenue hit in 2023 from US curbs on exports of high-end technology shipments to China.
Reuters
Twitter's workforce is likely to be hit with massive cuts in the coming months, no matter who owns the company, interviews and documents obtained by The Washington Post show, a change likely to have major impact on its ability to control harmful content and prevent data security crises.
Washington Post
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