Beyond Moore’s Law: China’s Resilience and the Next Fronts in the Chip War

US export controls keep China behind in the chip war, yet advanced packaging and post–Moore’s Law innovations offer new paths forward. US chip-making giant Nvidia announced in July that it would ... Read More

ASML: Latest News And Company Statements Reaffirm My Cautious Approach To Its Valuation

Explore the challenges to ASML's lithography dominance. Learn how trade tensions, China's tech self-sufficiency, and market uncertainties impact its outlook. Read More

Trump relaxed restrictions on a key AI chip for China. Beijing isn’t saying thank you

In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month allowed Nvidia to resume sales of a key AI chip designed specifically for ... Read More

China reportedly discouraged purchase of NVIDIA AI chips due to 'insulting' Lutnick statements

Chinese regulators reportedly dissuaded local companies from purchasing NVIDIA's H20 chips, because they found certain statements by US commerce secretary Howard Lutnick "insulting." According to the ... Read More

Chip policy push: Nvidia in talks with Trump administration on new B30A design for China; security concerns remain, Beijing flags ‘backdoor’ risk

Nvidia chief executive Jensen Huang said the company is holding talks with the Trump administration over a potential new semiconductor for China, even as Washington maintains tight curbs on advanced ... Read More

China debuts first e-beam lithography machine for commercial use in chipmaking milestone

China is set to deliver its first domestically developed e-beam lithography tool for commercial use, advancing its chipmaking capabilities and taking a step forward in the race for technological ... Read More