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Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Monday 18 August 2025
Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy
According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Tuesday 12 August 2025
Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Monday 11 August 2025
AI boom spurs shift to rack-scale, open-standard servers as cooling demands soar
The accelerating demands of artificial intelligence are redrawing the blueprint of data center infrastructure, driving server design into an era defined by rack-scale integration,...
Monday 11 August 2025
Nvidia, AMD agree to pay US 15% of China chip sale revenue
Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...
Thursday 7 August 2025
UALink, Broadcom spar over Ethernet's role in AI
Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...
Wednesday 6 August 2025
Intel's server chip dominance erodes as AMD expands market share
Intel's grip on the server CPU market is slipping, with Advanced Micro Devices (AMD) closing the gap at a pace that may soon bring the once-dominant chipmaker to parity. As Intel...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...