Cambricon's Q3 Sales Miss Forecasts Amid Chip Supply Issues
Cambricon's Q3 revenue doubled to 3.53B yuan but missed expectations, while profit surged 148%.
US-China Tech Competition
Strategic rivalry between the United States and China over artificial intelligence, semiconductors, and advanced technology capabilities.
Timeline
22 stories, newest first
Yesterday1 story
Thursday 22 October2 stories
US Treasury Proposes Rule to Limit High-Tech Investments in Adversaries
The US Treasury Department proposed a rule to restrict American investments in high-tech sectors in China, Russia, North Korea, and other countries of concern.
China-aligned hackers use AI agents in ConnectWise supply chain attack
A China-aligned hacking group used AI agents to breach ConnectWise, targeting over 2,250 Microsoft 365 tenants. Microsoft identified the group as Storm-0940 and the AI tool as ARTEX.
Wednesday 21 October2 stories
Intel Advances US Chip Manufacturing with New Fabs in Arizona and Ohio
Intel is progressing on its chip manufacturing projects in Arizona and Ohio, with new fabs nearing completion and construction milestones reached.
TSMC seeks alternatives to Chinese rare-earth magnets in chipmaking
TSMC is looking for chipmaking equipment without Chinese rare-earth magnets to avoid supply disruptions. The company aims to reduce its reliance on China-dominated materials.
Tuesday 20 October1 story
FCC grants Intel waiver for foreign-made robotic devices
Intel received a waiver from the FCC to continue using foreign-made robots in its US chip fabs.
Monday 19 October3 stories
US bans DeepSeek AI from federal civilian IT systems
The US has banned the use of Chinese AI model DeepSeek in federal civilian IT systems due to security concerns.
JPMorgan Chase Invests $230 Billion in US National Security in First Year
JPMorgan Chase has invested $230 billion in US national security, focusing on defense tech and critical minerals.
China Imposes Export Controls on Tunnel-Boring Machines
China has introduced export controls on tunnel-boring machines, affecting India's procurement efforts.
Saturday 17 October2 stories
DeepSeek AI Raises $15B, Secures Global Use Approval, Releases Update
DeepSeek, a Chinese AI firm, raised $15 billion, secured global use approval, and released an AI model update.
Trump Administration Bans DeepSeek From Federal Agencies
The Trump administration has banned DeepSeek from federal agencies due to concerns over data security.
Thursday 15 October2 stories
Elon Musk Funds Texas Senate Run; TSMC Considers Texas Investment
Elon Musk funded a Texas PAC with $158M to support a Senate run. TSMC explores Texas for a new U.S. fab.
TSMC Discusses Texas Chip Plant with Musk, Retains Control
TSMC is in talks with Elon Musk's Terafab project but insists on operational control.
Wednesday 14 October1 story
Italy Denies Chinese Purchase of Auto Plants
Italy has reportedly blocked the sale of auto plants to Chinese companies.
Monday 12 October1 story
Taiwan Semiconductor Manufacturing Announces Key Update Investors Should Note
Taiwan Semiconductor Manufacturing has announced an update that investors should be aware of. Details of the announcement are consistent across multiple sources.
Wednesday 7 October1 story
Elon Musk Clarifies Terafab and TSMC Relationship, Intel Deal Confirmed
Elon Musk has clarified that there are no plans for TSMC to take over Terafab, while Intel has reaffirmed its 14A node deal. Musk also mentioned a cleanroom sublease.
Monday 5 October1 story
Elon Musk hints TSMC involvement in chip venture; Intel stock drops
Elon Musk suggests TSMC may join his mega chip venture, leading to a decline in Intel's stock. A federal appeals court pauses Minnesota's AI nudification ban.
Thursday 1 October1 story
OpenAI Alleges Chinese Lab of Model Copying in AI Race
OpenAI has accused a top Chinese research lab of copying its AI models, escalating tensions in the global AI competition. China is also making advancements in battery technology.
Wednesday 30 September2 stories
TSMC Considers Investment in Texas; New Insurance Option Available
Taiwan Semiconductor Manufacturing Company (TSMC) is evaluating a potential investment in Texas, while a new insurance option allows eligible Texas drivers to pay every seven days.
DeepSeek collaborates with Huawei to create AI chip programming tools
DeepSeek has partnered with Huawei to develop AI chip programming tools, aiming to reduce dependency on Nvidia. This collaboration focuses on open-sourcing tools to support Huawei's chip development.
Saturday 26 September1 story
Trump Addresses US-China Relations Post-Summit
Following a summit, Trump commented on US-China AI integration and shared his views on Taiwan with Xi.
Friday 25 September1 story
US Appeals Court Upholds Pentagon's Blacklisting of Anthropic
A US appeals court has upheld the Pentagon's decision to blacklist AI startup Anthropic, labeling it a security risk. The court's decision aligns with the Pentagon's stance on Anthropic's potential supply chain risks.
