Potential agreement comes despite fears Beijing will choke critical minerals supplies in response
US chipmaker will pause plans to build new plants in Germany and Poland while partnering with Amazon to build AI chip
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
To limit China’s leverage, the west needs concerted action on mining, refining and research
Tech giant pushing to bring generative artificial intelligence features to its smartphones
Senior departures and plunging share price hit chief executive Pat Gelsinger’s plans for company turnaround
Supply of processors helps Chinese start-ups advance artificial intelligence technology despite Washington’s restrictions
Ascend artificial intelligence chips are being widely adopted but Chinese companies complain of performance problems
Silicon Valley chipmaker seeks to reassure investors of further growth despite production issues
Strong growth due to AI chip demand fails to meet Wall Street’s highest hopes
Jensen Huang tells FT that production setbacks will not derail ambitious effort to move to annual product releases
When AI models go into widespread use in applications for consumers and businesses, demand may change
Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products
Withholding tech puts more impetus on the targeted country to develop its own
Western customers say restrictions on supply could hit production of advanced microprocessors and optical products
What happens when governments try to reorganise an international market
Revenue expected to double but investors will be watching for any fallout from the delay of latest Blackwell line
Memory products maker could achieve $10bn valuation as investors pile into AI and chip stocks
California group hopes acquisition of ZT Systems will accelerate adoption of its data centre chips
Son hopes to put Japanese group at centre of artificial intelligence boom but talks with US chipmaker failed to progress
A human worker shortage may turn out to be the biggest obstacle to the AI industry
Complications have affected TSMC-manufactured Blackwell processors
Company raises $640mn from investors including BlackRock and brings in Meta AI scientist Yann LeCun as adviser
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