#china-export-controls

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Artificial intelligence
from24/7 Wall St.
13 hours ago

Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD

Wells Fargo names AMD top semiconductor pick, citing data center momentum and MI300 gains versus Nvidia after AMD's 90% 2025 surge.
Tech industry
fromTheregister
6 days ago

China to probe Meta's acquisition of AI outfit Manus

Chinese authorities plan to investigate Meta's acquisition of Manus to assess potential violations of export controls and foreign investment laws.
fromTheregister
1 week ago

Nvidia reportedly wants up front payments for Chinese H200s

Nvidia's H200 GPUs could begin trickling into China as soon as this quarter, but there's a catch. Due to all the geopolitical turmoil that's ravaged US-China trade relations over the past year, buyers may need to pay up front for the coveted AI accelerators. And they won't get a refund if China decides to block the imports! On Thursday, Bloomberg reported that authorities in Beijing could green-light shipments of H200s - currently the most powerful GPU Uncle Sam has ever allowed Nvidia to sell in China - as soon as this quarter.
Artificial intelligence
#nvidia
fromTechCrunch
1 week ago
Artificial intelligence

Nvidia's reportedly asking Chinese customers to pay upfront its for H200 AI chips | TechCrunch

fromFortune
1 month ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

fromTechCrunch
1 week ago
Artificial intelligence

Nvidia's reportedly asking Chinese customers to pay upfront its for H200 AI chips | TechCrunch

fromFortune
1 month ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

Marketing tech
fromExchangewire
1 week ago

Digest: IAB Reveals Agentic Roadmap; China Examines Meta's $2bn Manus Acquisition; Amazon Faces Claims of Unauthorised Indie Listings - ExchangeWire.com

IAB launches Agentic Roadmap to scale AI-driven ad trading; China probes Meta's Manus sale under export rules; Amazon accused of listing indie inventory without permission.
fromComputerworld
1 week ago

Chinese authorities scrutinize Meta's purchase of AI startup Manus

Last week, news broke that Meta is buying Chinese AI startup Manus for around $2 billion. The company is known for its AI agent that can handle everything from job interviews to stock analysis. Meta plans to integrate Manus' AI agent into its own products. Now, the Financial Times reports that China's Ministry of Commerce has decided to review the purchase to determine whether the deal violates the country's export control rules for technology.
Artificial intelligence
fromwww.theguardian.com
1 month ago

EU to unveil 3bn strategy to reduce dependency on China for raw materials

The ReSourceEU programme will seek to de-risk and diversify the bloc's supply chains for key commodities with a funding initiative to support 25-30 strategic projects in the sector. These projects cover rare earths a group of 17 heavy metals that are actually abundant but difficult and costly to extract as well as the elements gallium, germanium and lithium, used in batteries for electric vehicles.
Europe politics
Science
fromTheregister
1 month ago

The DoD is getting in on the critical mineral game

The Department of Defense funded ElementUSA to develop a domestic gallium and scandium purification facility to reduce dependence on foreign supply.
#rare-earths
fromFortune
3 months ago
World news

'Scandalous': top economist Jeremy Siegel says U.S. sleepwalked into rare-earths crisis as China tightens its grip | Fortune

fromFortune
3 months ago
World news

'Scandalous': top economist Jeremy Siegel says U.S. sleepwalked into rare-earths crisis as China tightens its grip | Fortune

Miscellaneous
fromwww.theguardian.com
2 months ago

EU carmakers days away' from halting work as chip war with China escalates

EU carmakers face imminent production stoppages due to dwindling semiconductor supplies after China's ban on Nexperia chip exports, forcing global sourcing and reserve-stock use.
Miscellaneous
fromwww.theguardian.com
2 months ago

Volvo and VW say Dutch takeover of Chinese chipmaker could halt car factories

Dutch government takeover of Nexperia and China’s export ban risk semiconductor shortages that could disrupt European and Japanese automotive production.
fromFast Company
2 months ago

U.S. and Australia sign $8.5 billion critical-minerals deal to counter China

"Today's agreement on critical minerals and rare earths, is just taking" the U.S. and Australia's relationship "to the next level," Albanese added.
World news
World news
fromwww.aljazeera.com
2 months ago

Can Australia provide US with rare-earth metals which China has restricted?

Australia positions itself to become a reliable supplier of rare-earth metals as China tightens export controls, aiming to meet US and global critical minerals demand.
World news
fromTheregister
4 months ago

Trump pulls out 't-word' again over China rare earths ban

China's export controls on rare-earth minerals and processing equipment create strategic leverage over global tech and defense supply chains, prompting US tariff threats.
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