The Energy & Sustainability Supplement
A sustainable future for data centers
News - China, AMD
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
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US introduces 25 percent export tariff on chips “important” to nation's technology policies
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
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US authorities tracking AI chip shipments to stop them being diverted to China – report
Trackers have been attached to shipments of Dell and Supermicro servers, sources claim
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Trump originally wanted 20% cut of revenues from Chinese sales of Nvidia’s “obsolete” H20 chips
Nvidia CEO Jensen Huang met with Trump to negotiate the figure down to 15 percent
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Nvidia and AMD agree to pay US gov’t 15% of China chip sales in order to obtain export licenses - report
Deal was struck by the parties last week
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AMD to resume shipments of Instinct MI308 chips to China following Department of Commerce approval
Follows news that Nvidia will be allowed to export its H20 chips to China
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Chip stocks fall as Biden reportedly weighs up new China export sanctions
Semiconductor equipment manufacturers could be targeted by new restrictions
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Chinese government issues 'rip and replace' order for US-made chips in country’s telco networks
Chinese telcos have until 2027 to comply with the guidance
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China bans use of Intel and AMD chips in gov't PCs and servers
List of approved technologies contains only Chinese-made solutions
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AMD's China-focused AI chip sale blocked by US Commerce Department
Despite designing a less powerful chip specifically for the Chinese market, AMD can’t sell it without a license
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China imported $40bn worth of chip making tools in 2023
Figures show China is shifting focus towards domestic chip production as import bans ramp up
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Nvidia says US blocked it from exporting best GPUs to China, will cost it $400m a quarter
AMD also can't send its top GPUs
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Oak Ridge's exascale 'Frontier' system named world's most powerful supercomputer on Top500
But may still be behind a secret Chinese supercomputer
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China approves AMD's acquisition of FPGA maker Xilinx, sets conditions
Intel has Altera, soon AMD will have Xilinx
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AMD shares double on news of Chinese licensing deal
Finally, some good tidings for the struggling silicon vendor