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The logo of Huawei's global flagship store is displayed in the Huangpu district of Shanghai, China.

Costfoto/NurPhoto via Reuters

The US is thwarting Huawei’s chip ambitions

Huawei, the Chinese technology giant, has set its sights on challenging US chipmaker Nvidia for global dominance. The company intends to ramp up production of its Ascend 910C chips in the first quarter of 2025 despite facing manufacturing hurdles.
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Recently launched Amazon artificial intelligence processors that aim to tackle Nvidia and the chips made by the other hyperscalers such as Microsoft and Google are shown at an Amazon lab in Austin, Texas, in July 2024.

REUTERS/Sergio Flores

Amazon’s grand chip plans

Amazon is already the US leader in online shopping and cloud services, but now it has a new goal: making industry-leading computer chips. The e-commerce giant may have broad ambitions to one day challenge Nvidia, the market leader in AI chips, but until then it simply wants to reduce its reliance on the company’s chips.
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a robot that is standing on one foot

Hard Numbers: Doctor vs. machine, Pony rides to an IPO, Hot chips, Foxconn’s crazy demand

90: In a recent study designed to evaluate how doctors can work with large language models, ChatGPT alone achieved a 90% accuracy rate in diagnosing medical conditions from case histories, significantly outperforming human doctors. Meanwhile, physicians who used ChatGPT as an assistant scored 76% on average — only slightly better than those not using ChatGPT, who scored 74%.
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A microchip and the Taiwanese flag in an illustration.

Jakub Porzycki/NurPhoto via Reuters

TSMC set to get its CHIPS money

The Biden administration finalized an agreement to pay Taiwan Semiconductor Manufacturing Company more than $11 billion in combined grants and loans meant to support the Taiwanese company’s chipmaking plans to build manufacturing facilities in the United States. The money will be split up and sent when TSMC completes certain “milestones” with the first payment of $1 billion expected before the end of the calendar year.
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blue circuit board
Photo by Umberto on Unsplash

Middlemen help US chips into China and Russia

Joe Biden’s administration has been aggressively enacting export controls on China and economic sanctions on Russia, preventing US companies from selling powerful chips and semiconductor manufacturing equipment to both nations. But now attention is turning to middlemen enabling the flow of AI-grade chips into the countries.

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US takes a close look at TSMC and Huawei

The US Commerce Department is looking into whether Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, is — knowingly or unknowingly — producing computer chips for the Chinese technology giant Huawei.

TSMC is one of the most strategically important companies to the United States because of its overwhelming market share in the chip fabrication process. Chip designers such as NVIDIA, AMD, and Apple send their chips to be made at TSMC facilities. But it’s also located, as its name suggests, in Taiwan — and that makes its relationship with China, which doesn’t acknowledge Taiwan’s independence, geopolitically significant.

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The logo of semiconductor company Advanced Micro Devices Inc (AMD) is seen on a graphics processing unit (GPU) chip in this illustration picture taken February 17, 2023.

REUTERS/Florence Lo/Illustration/File Photo

AMD has a fancy new chip to rival Nvidia

The US semiconductor designer AMD launched a new chip on Oct. 10. The Instinct MI325X is meant to compete with the upcoming Blackwell line of chips from market leader Nvidia.

Graphics processing chips from Nvidia, AMD, and Intel have been the lifeblood of the artificial intelligence boom, allowing the technology’s developers to train their powerful models and deploy them worldwide to users. Major tech companies have clamored to buy up valuable chips or pay to access large data centers full of them remotely through the cloud.

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An illustration of US and Chinese flags in front of a circuit board with semiconductor chips.

REUTERS/Florence Lo/Illustration/File Photo

China wants its companies to ditch Nvidia

Nvidia’s highest-end chips are off-limits to Chinese companies due to strict export controls from the US. That hasn’t stopped developers from either buying lower-grade chips or finding the best chips in underground markets, but that may soon change.

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