That is AI and not water
Nvidia has told Chinese customers is delaying the launch of a new AI chip which it designed to comply with US export rules until the first quarter of next year.
Stockpiles kept China safe for a long time
The US-China chip ban failed because the Chinese stockpiled enough chips to keep them going until they could create them locally.
Bad news for the US
Just as we predicted the US embargo against supplying chips to China has backfired and now Middle Kingdom companies are buying locally.
Huawei and Tencent account for six of the top 10
China's presence is growing in cybersecurity technology, with companies such as Huawei and Tencent accounting for six of the top 10 global patent holdings in the sector.
Do the right thing
Blacklisted Yangtze Memory Technologies Co has asked its suppliers to buy back the chips and equipment it is forbidden to use.
They are even on a list
While the US government is increasingly paranoid about Chinese hardware containing spyware, the US military does not appear to have gotten the memo.
Returning to the cold war
The subsea cable market is in danger of dividing into eastern and western blocs as the US is putting pressure on companies to avoid Chinese ties.
So much for security concerns
According to the Wall Street Journal, the US government is expected to allow leading South Korea and Taiwan semiconductor manufacturers to continue and expand their chipmaking operations in China.
Will advance faster than the US expects expect
Chip industry analysts are confident that China can produce semiconductors even if the United States tries to block assess to its technology.