
Arm boss says US chip bans just shrink the pie
Rene Haas warns that locking down tech hurts everyone
Arm CEO Rene Haas has taken a swipe at US chip export bans, warning that trying to stifle China’s AI development is more likely to shrink the entire tech economy than give anyone a competitive edge.

China dodges US chip bans with Malaysian data laundering
AI firms train abroad to bypass export controls
Chinese firms are bypassing US chip bans not by smuggling silicon but by flying training data overseas and using rented Nvidia-powered servers in Malaysia to do the heavy lifting.

Huawei boss says US is overhyping its AI chips
Ren tries to downplay progress as trade talks get dicey
Huawei’s founder Ren Zhengfei has tried to cool the narrative around his company’s AI chips, claiming the US is giving it too much credit saying it is a good generation behind.

Beijing blocks Apple-AI rollout with Alibaba
Worried that Apple might get Chinese intelligence
The Fruity Cargo Cult Apple’s plan to launch its flashy new artificial intelligence kit in China is going nowhere fast, thanks to regulators in Beijing dragging their feet. The snag seems to stem from an unfortunate side effect of Donald Trump’s trade war.

Xiaomi and Lenovo hit by US EDA crackdown
Chinese tech firms face chip design disruption under new export rules
Chinese tech companies designing advanced chips in Taiwan are facing fresh barriers as the US tightens restrictions on critical software tools used in chip design.

TSMC eyes UAE chip fab
Middle Eastern megafab plans tests US national security nerves
TSMC is apparently snuffling around the United Arab Emirates as a possible spot for a new chip fab, despite the fact that it might anger the US ruler Donald Trump who insists that all fabs are belong to him.

China creates x86 supercomputer monster
AMD lets Hydons be Hygons
China has stirred the silicon pot again, and fused CPU design and server manufacturing into a single beast with ambitions far beyond web hosting.

Nvidia cooks up China-friendly B40 GPU
Blackwell-based B40 set to dodge export bans with cheaper silicon
Following yet another US clampdown on AI hardware, Nvidia is scrambling to keep its Chinese revenue stream alive with a watered-down Blackwell GPU called the B40.

Foxconn builds $1.5bn plant in India
Apple's iPhone supply chain shifts further from China to Chennai
The Fruity Cargo Cult Apple is moving more of its iPhone supply chain into India, with its long-time partner Foxconn dropping $1.5 billion on a new display module plant near Chennai.

Nvidia boss says US chip ban is shooting itself in the foot
Export controls are fuelling China’s AI boom
Nvidia chief executive Jensen Huang has laid into the US government’s AI chip export bans, branding them “a failure” that’s doing the opposite of what Washington claims it wants.