Topic: export restrictions
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Taiwan Weaponizes Chip Supply After US Push, Expert Claims
Taiwan is shifting its strategy by using its dominance in advanced chip manufacturing as a tool of foreign policy, moving beyond its role as a defensive shield amid international tensions and pressure from China. In response to diplomatic friction, Taiwan has imposed semiconductor export restrict...
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The Rare Earth Metal Fueling US-China Tensions
A supply crisis for the rare earth metal yttrium is escalating tensions between the U.S. and China, causing price surges and shipment delays that threaten advanced technology manufacturing globally. Yttrium is indispensable for its thermal and mechanical strength in critical applications like air...
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Nvidia Shatters Sales Records Amid Surging AI Boom
Nvidia reported record-breaking quarterly revenue of $46.7 billion, driven by a 56% surge in data center sales due to soaring AI infrastructure demand. The company's net income rose 59% to $26.4 billion, with the new Blackwell AI platform contributing significantly to data center revenue. Despite...
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AMD CEO Lisa Su: AI Bubble Fears Are Overblown
AMD CEO Lisa Su dismisses AI bubble concerns, asserting that the demand for computing power and advanced semiconductors is a genuine, long-term structural shift. AMD faces significant challenges, including scaling global data center infrastructure and navigating geopolitical trade restrictions, s...
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DeepSeek's "Sparse Attention" Cuts AI Costs Dramatically
DeepSeek has developed "Sparse Attention" technology to reduce AI computational costs, addressing hardware limitations due to export restrictions on advanced chips. The company claims its implementation achieves "fine-grained sparse attention" for the first time, leading to a 50% reduction in API...
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Nvidia's $2B Synopsys Deal Tightens Grip on Chip Design
Nvidia is investing $2 billion in Synopsys to integrate its AI hardware into Synopsys's chip design software, aiming to accelerate semiconductor development. The investment strengthens Nvidia's strategic influence in foundational chip design tools and provides Synopsys with stability and growth c...
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