February 20, 2026February 20, 2026 AI demand is quietly redrawing global trade maps — and, for the first time in decades, Taiwan has overtaken China as the US’s largest source of imports. Commerce Department data showed US imports from China fell 44% in December to $21.1 billion. In contrast,…
January 28, 2026January 28, 2026 After weeks of uncertainty, China has approved its first batch of Nvidia’s H200 artificial intelligence chips for import, signalling a shift as Beijing balances surging AI demand with efforts to support domestic chipmakers, according to people familiar with the matter….
January 27, 2026January 27, 2026 India is stepping up its semiconductor push, with the government laying out a clear roadmap to position the country as a global hub for chip design and advanced manufacturing. Speaking at the World Economic Forum in Davos, IT and Electronics Minister Ashwini Vaishnaw said…
December 23, 2025December 23, 2025 The global AI chip race is shifting beyond corporate competition. It has become a broader geopolitical contest, with China now pushing to challenge Nvidia’s dominance in high-performance AI hardware. According to a report by the South China Morning Post (SCMP), Chinese researchers have developed…
November 17, 2025November 17, 2025 Samsung is doubling down on the global AI surge. It is announcing a massive $310 billion investment plan to expand its footprint across advanced chips, data centers, and next-generation technologies over the next five years. The centerpiece of this plan…
September 24, 2025September 24, 2025 Microsoft is taking chip cooling to the next level with a new liquid that can be injected directly into semiconductor chips, slashing GPU temperatures by up to 65%. Unlike traditional cold plates used in most data centers, Microsoft’s breakthrough system…
September 12, 2025September 12, 2025 China’s Alibaba and Baidu have started using their own AI chips to train models, partly replacing Nvidia processors, according to The Information. Alibaba has used its in-house chips for smaller AI models since early 2025, while Baidu is testing its…
July 15, 2025July 15, 2025 Nvidia plans to restart sales of its H20 AI chips to China after receiving assurances from the US government that export licenses would be approved. This marks a major reversal from earlier restrictions imposed under the Trump administration. The H20…
Nvidia dethroned Apple as the world’s most valuable company on Friday, following a record-setting rally in the stock powered by an insatiable demand for its new supercomputing AI chips. Nvidia’s stock market value briefly touched $3.53 trillion, while that of Apple was $3.52 trillion, according to data from LSEG. In June, Nvidia briefly became the…