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HISTORICAL FACTS: 2 | History Defined

Nvidia Faces Growing Threat As China Accelerates Chipmaking Push

Nvidia (NASDAQ:NVDA) faces mounting pressure in China as Beijing accelerates domestic chip production, with Huawei, SMIC, and AI startups ramping capacity and optimizing systems around local hardware, threatening a market that once accounted for more than 13% of the U.S. chipmaker's revenue.

Benzinga

Huawei's Kirin 9020 integrates 5G modem, China-made 5G FEM — chip symbolizes resilience to U.S. sanctions

Despite U.S. sanctions, Huawei's Kirin 9020 is built by SMIC on a 7nm-class process and integrates a fully in-house 5G modem supported by a domestic FEM.

Tom’s Hardware

Trump reverses course on Intel CEO amid US-China chip showdown

Just days after demanding that Intel's CEO step down over alleged conflicts tied to China, Trump met with him in the White House — a whiplash reversal that sent the company's stock soaring.

Euronews

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Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals

While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.

Benzinga

U.S. legislators criticize decision to resume Nvidia H20 GPU shipments to China — demand new export rules for AI hardware

Legislators criticize the U.S. government for allowing AMD and Nvidia to sell AI GPUs to China again, but instead of reinstating the ban, they call for new export rules based on what China can build itself.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

China vows to retaliate against Taiwan for blacklisting Huawei, SMIC from chip tech — "Such despicable acts are utterly contemptible" says China spokesperson

Taiwan's blacklisting of 601 Chinese firms, including Huawei and SMIC, over national security concerns have provoked fierce condemnation from Beijing, which threatened retaliatory measures.

Tom’s Hardware

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Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making two million AI processors despite US restrictions

Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.

Tom’s Hardware

Taiwan adds China’s Huawei and SMIC to export control list

Taiwan’s Commerce Ministry has added Chinese chipmakers Huawei Technologies and Semiconductor Manufacturing International Corp to its export control list, as trade and technology frictions between the self-ruled island, China and the United States increase

The Independent UK

China's premier chipmaker SMIC faces chip yield woes as equipment maintenance and validation efforts stall

SMIC has begun to feel the effects of U.S. export controls on chipmaking tools, as disruptions from issues with maintenance and equipment installation led to yield losses and output shortfalls that will reduce its Q2 revenue by up to 6%.

Tom’s Hardware

Lenovo's in-house Arm chip could rival Qualcomm and MediaTek, spotted in Yoga Pad Pro 2-in-1 convertible

Lenovo is reportedly working on a custom in-house SoC for its Yoga Pad Pro family, rumored to be built on TSMC's 5nm process.

Tom’s Hardware

Russia's Baikal has produced 85,000 of its CPUs since 2012, aims for more

Russia's Baikal Electronics has produced and sold 85,000 processors since its founding, but due to post-2022 sanctions and blocked shipments from Taiwan, it now aims to restart production with new chips like Baikal-L and Baikal-S2 at SMIC.

Tom’s Hardware

Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power

Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Tom’s Hardware

Intel CEO Lip-Bu Tan has invested in 600 Chinese firms, some linked to the Chinese military

Intel's CEO, Lip-Bu Tan, has invested hundreds of millions of dollars in Chinese companies linked to the military and surveillance sectors, raising national security questions amid Intel's ties with the U.S. defense industry.

Tom’s Hardware

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Tom’s Hardware

Taiwanese authorities accuse SMIC and allies of poaching engineers

SMIC is reportedly trying to poach engineers to get Taiwanese semiconductor know how.

Tom’s Hardware

Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies

According to CSIS, Huawei has millions of AI chips from SMIC despite yield problems.

Fortune

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

Tom’s Hardware

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

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Caixin Global

Tesla Opens Shanghai Megapack Factory

Also in today’s rundown: Cities in Guangdong buy idle land, China releases new rules on use of surveillance cameras, chipmaker SMIC books strong revenue on Beijing’s consumer stimulus measures

Tom’s Hardware

DeepSeek research suggests Huawei's Ascend 910C delivers 60% of Nvidia H100 inference performance

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.

Fortune

OpenAI ex–board member Helen Toner says revoking ban on Nvidia AI chip exports would be a ‘huge victory’ for China

Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek’s AI success would hand China a major win, says Toner.

Tom’s Hardware

China's second-largest foundry hires former Intel executive to lead advanced node development

Hua Hong, China's second-largest contract chipmaker, hires Intel veteran as it focuses on advanced logic production.

Fortune

Biden just gave Trump a powerful weapon to use against EU tech regulation

Some EU countries will have to negotiate with Trump if they want large amounts of cutting-edge AI chips.

Tom’s Hardware

ASML CEO says China is 10 to 15 years behind in chipmaking capabilities

Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S.

Tom’s Hardware

Huawei sticks to 7nm for latest processor as China's chip advancements stall

Huawei reportedly decided not to use its 5nm and 6nm process technologies for its latest smartphone processor.

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