Just a few weeks after the U.S. and China made significant steps to de-escalate the growing trade war between the two countries, tensions are flaring again — this time over semiconductors. China’s Commerce Ministry in Beijing released a statement on Wednesday that threatened legal action against anyone who enforces U.S. export restrictions on Huawei’s AI chips, […]

---

For engineers orchestrating AI pipelines across environments, the modularity and performance tiering within Arm’s new architecture...Read More

It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan — who wasted no time getting to work trying to […]

---

Imagination Technologies is unveiling its E-Series graphics processing units (GPUs) for graphics and AI processing at the edge.Read More

---

Donald Trump's administration is expected to rescind Joe Biden's curbs on AI chip sales as part of a broader effort to revise semiconductor restrictions, Bloomberg reported.Read More

Chinese tech conglomerate Huawei is looking to take on semiconductor behemoth Nvidia with a new advanced AI chip. Huawei is making progress developing its latest Ascend AI GPU, the Ascend 910D, according to the Wall Street Journal, citing sources familiar. The company has been reaching out to other Chinese firms to find test partners, the […]

Quantum computing has long been announced as “just around the corner,” but several companies are now determined to make this a commercial reality, with the promise of solving complex problems beyond classical computers’ reach. The problems in question are wide-ranging, from medicine and cybersecurity to materials science and chemistry. But first, there are very practical […]

---

Reacting to continuing stock market woes and perhaps tech industry lobbyin, Trump backed off on tariffs for electronics late last night.Read More

Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company’s H20 AI chips. The H20, the most advanced Nvidia-produced AI chip that can still be exported from the U.S. to China, was reportedly spared thanks to a promise from Huang to invest in new […]

---

Google unveils Ironwood TPUs, Gemini 2.5 "thinking models," and Agent2Agent protocol at Cloud Next '25, challenging Microsoft and Amazon with a comprehensive AI strategy that enables multiple AI systems to work together across platforms.Read More

Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.

The South Korean electronics group revealed last month that the value of its exports to China jumped 54 percent between 2023 and 2024, as Chinese companies rush to secure stockpiles of advanced artificial intelligence chips in the face of increasingly restrictive US export controls.

In one previously unreported deal, Samsung last year sold more than three years’ supply of logic dies—a key component in manufacturing AI chips—to Kunlun, the semiconductor design subsidiary of Chinese tech group Baidu, according to people familiar with the matter.

Read full article

Comments

© Jung Yeon-Je via Getty

Semiconductor giants Intel and TSMC are reportedly teaming up. The two firms are said to have reached a tentative agreement to create a joint venture that will operate Intel’s chipmaking facilities, according to The Information. TSMC will have a 20% stake in the new venture. Instead of funding its stake with capital, TSMC will share […]