A note before we start. What follows works through the innovation loops of the semiconductor world, sub-sector by sub-sector, with eight diagrams along the way. They are complicated, despite a fair amount of effort to make them otherwise. Anyone who wants to skip the loops and the slides can find the conclusions in two places: […]

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At the 18th BRICS Summit in New Delhi, Chinese President Xi Jinping proposed that China take the lead in establishing a BRICS AI open-source community. His proposal envisaged cooperation in developing and applying large language models, conducting AI training and seminars and constructing a more open AI ecosystem. He also called for a broader international […]

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Beijing may let its technology giants buy more Nvidia high-end chips, giving the US chip designer a fresh foothold in China and keeping Chinese artificial intelligence (AI) developers tied to its software after months of stalled trade. China’s Ministry of Industry and Information Technology (MIIT) has asked major domestic companies, including ByteDance, Alibaba and Tencent, […]

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