H20 export ban boosts Malaysia's Nationgate contract manufacturing

Silicon Valley has been looking for an exit door from China for years and the current tariff war has accelerated the movement. The last blow has arrived this week. The United States has banned Nvidia from exporting to China its new H20 chip, specifically designed to comply with previous restrictions. The company, world leader of microprocessors, will have to write down losses of $5.5 billion in its first fiscal quarter as a result of the veto, w…

H20 export ban boosts Malaysia's Nationgate contract manufacturing

Malaysia-based EMS provider Nationgate has stated that the US's latest export ban on Nvidia's H20 to China has not impacted its business operations. According to The Edge Malaysia, Nationgate is the only contract manufacturer in Southeast Asia collaborating with Nvidia. The company handles AI data center server businesses.

Nvidia Eyes Full China Production for Next‑Gen AI Processors

Nvidia can no longer sell its H20 AI chip in China without a special license under new US rules. This change threatens billions in revenue from the Chinese market. To solve this, Nvidia is said to be working with local AI leader DeepSeek to build chips inside China using domestic factories and materials. Reports say the plan will include setting up research teams in China and using SMIC, local memory makers, and packaging partners to make China‑…

NVIDIA Rumored To Collaborate With DeepSeek To Develop Custom AI Chips For China; Massive Turnaround Plan For Domestic Markets

It seems like NVIDIA has a massive plan to turn the China market in their favour, as a new report claims that the firm plans to develop "China-specific" chips by collaborating with domestic tech giants. NVIDIA Plans To Rely On "100% On China" When It Comes To Developing AI Chips, Ensuring Supply Chain Uncertainty Well, the new Trump export restrictions on NVIDIA barred the company from selling its high-demanding H20 AI accelerators to China, whi…

Nvidia kept some China customers in the dark about new US chip clampdown, sources say

Nvidia kept some China customers in the dark about new US chip clampdown, sources say. "Nvidia did not warn at least some major customers in advance about new U.S. export rules it was told about a week ago requiring it to obtain licenses to sell its China-focused artificial intelligence chip, according to two sources familiar with the matter" https://m.economictimes.com/news/interna...e%20matter