China’s industrial policy, including its “Delete America” initiative and major state investments, has secured dominance in legacy chips and reduced reliance on U.S. technology. While still dependent ...

The White House is finalising a 15% export tax on revenue from Nvidia and AMD chip sales to China. The deal grants the companies licences for AI chips designed for the Chinese market in exchange for a ...

Chinese authorities reportedly told DeepSeek to use Huawei’s chips in the wake of a decision by U.S. President Donald Trump ...

The US government will use its 15% sales tax on NVIDIA and AMD chips sold to China to pay down US debt, in a new strategic ...

Semiconductor giant Nvidia (NVDA) was higher today on reports that Chinese rival DeepSeek has delayed the release of its new ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips ...

But now, as National Security Adviser Jake Sullivan declared that September, “we must maintain as large of a lead as possible ...

Even though China and the United States may have extended their tariff truce, it looks like there still doesn't seem to be ...

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

We're diving into a major development at the intersection of tech, trade, and national security: the U.S. government’s decision to allow NVIDIA's H20 ...