In the holder of this article we do not exaggerate the least. The US Congress is pressing the Pentagon to officially include BOE, China’s biggest screens manufacturerin the list of Companies with narrow links with the Chinese army. However, this is not all. And as Chris Miller, the author of the very recommended essay book … Read more
What if an artificial intelligence chip could not come on if it is in the wrong place? That is the idea that begins to circulate strongly in Washington: demand that last generation GPUs include mechanisms that prevent its initialization If they have been diverted from their authorized destiny. The logic behind this proposal is simple … Read more
Despite the efforts you are making The US government to avoid itthe avant -garde GPU for artificial intelligence (AI) that produce nvidia, AMD or brains They continue to arrive in China. Controlling secondary markets and parallel import routes is extremely difficult, especially when they run through countries such as India, Malaysia or Singapore, in which … Read more
It is no secret: espionage is very present in The semiconductor industry. It is in other sectors and we can be sure that a strategic industry such as integrated circuits It is not at all immune to him. On this occasion “the victim” is the Taiwanese company TSMC, The largest integrated circuit manufacturer of the … Read more
TSMC, The biggest chips manufacturer on the planethe goes hunting again year after year to be able to meet his needs. During 2023 recruited 6,000 engineers For its Taiwan facilities, and presumably this trend also remained for 2024. And between 2025 and 2028 it will start Several semiconductor manufacturing plants In the US, Germany, Taiwan … Read more
The future of Nvidia in China is increasingly uncertain. The suspicions of the administration of the Chibespace of China about The safety of your GPU H20 for artificial intelligence (AI) force this company to convince the Chinese government that their chips are reliable. However, this is not the only challenge that Nvidia faces in the … Read more
Samsung has reached an agreement with Tesla. An important agreement. According to Bloombergthese two companies have signed a commitment that will run until 2033 and for which the subsidiary specialized in the manufacture of integrated circuits of this South Korean company will produce for Tesla chips for a value of 16.5 billion dollars in its … Read more
A few days ago Nvidia got what It seemed impossible: That the US government allowed you to sell your H20 GPU very soon to Chinese clients. It was an important turn in the Trump administration policy, which since April had raised his restrictions. Despite the hardness of the sanctions, the plan has had lagoons, according … Read more
While Openai designs increasingly complex models and promises cities size data centers, a much more terrestrial reality threatens to stop the advance: the electrical infrastructure is not ready for what is coming. At the beginning of the year. Sam Altman (OpenAI CEO) promised, together with Oracle and SoftBank, an investment of 500,000 million dollars in … Read more
Lisa her, the general director of AMD, He has just confirmed what we suspect since the beginning of this year: semiconductors that It is already manufacturing The new TSMC plant in Phoenix (Arizona) are Between 5 and 20% more expensive that the comparable integrated circuits produced in Taiwan. AMD will receive its first chips manufactured … Read more
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