Nvidia was investigated: the fine could be up to $5 billion. It was reported for supply cuts two years ago. Nvidia was investigated for violating the restrictive commitments it made when it acquired Mellanox in 2020. According to the requirements of the State Administration for Market Regulation of China when approving the acquisition, Nvidia promised not to force bundling or attach unreasonable transaction conditions when selling GPU accelerators and Mellanox devices, and must continue to supply related products on the basis of fairness, reasonableness and non-discrimination. However, since 2022, Nvidia has repeatedly cut off the supply of GPU products to the Chinese market, seriously violating these commitments.
The U.S. House of Representatives is about to vote on the 2025 defense budget, which includes $3 billion in funds to replace telecommunications equipment previously purchased from Huawei and ZTE. Reuters
Six Chinese manufacturers account for 65.5% of the global power battery market, while Japan and South Korea share continues to decline.
It is rumor that the US government agreed to Microsoft’s provision of advanced AI chips and technology to G42, but the premise is that people from countries subject to US arms embargoes or countries on the US Department of Commerce’s Bureau of Industry and Security’s entity list must be prohibited from accessing these infrastructures. However, details such as the type or manufacturer of the AI chip cannot be confirmed at present.
Intel Foundry Demonstrates Subtractive Ruthenium Interconnect Technology. Using ruthenium as a new, key alternative metallization material, significant progress has been made in interconnect scaling by leveraging thin film resistivity and air gaps.
Details of Apple’s self-developed 5G baseband revealed: 3 chips in 3 years, fully replacing Qualcomm.
Samsung has completed the development of 400-layer NAND Flash and will start mass production at the end of Q2 2025.
The Biden Administration announced that the U.S. Department of Commerce signed three separate preliminary memoranda of terms (PMTs) under the Chip and Information Processing Standards and Science Act, which will provide up to $33 million in proposed direct subsidy funds to Coherent, up to $16 million in proposed direct subsidy funds to SkyWater, and up to $50 million in proposed direct subsidy funds to X-Fab.
TSMC founder Morris Chang says Intel should focus on artificial intelligence instead of chip manufacturing.
