As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
The stakes are high. In calendar 2024, which marked the last full year of sales to China, Nvidia's revenue from the country ...
H200s are flowing” since the company won White House approval to sell the processor in China, Jensen Huang said.
China’s memory industry is no longer a distant follower. It is now fielding a pair of aggressive specialists that are ...
China pauses H200 orders on $54B backlog. Trading at $185 with 50% growth projected. Rubin chips launch 2026. Latest analyst ...
The Chinese government this week asked some tech companies to temporarily halt plans to buy Nvidia’s H200 AI chips, according ...
Chinese AI and semiconductor stocks have rallied since the breakout of the China-made DeepSeek-R1 AI model in January 2025.
Full payment required for H200 chip orders in China. 2M+ chips ordered at $27K each as regulatory approval stalls. Latest ...
FILE PHOTO: Nvidia logo is seen on graphic card package in this illustration created on August 19, 2025. REUTERS/Dado Ruvic/Illustration/File Photo BEIJING, Dec 9 (Reuters) - U.S. President Donald ...
Nvidia faces fresh uncertainty in China as H200 chip orders are paused, selective approvals are weighed, and the US-China ...
Beijing has asked some Chinese tech companies to halt orders for Nvidia's H200 chips this week, and is expected to mandate ...
Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and ...