DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - China, Intel
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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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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Trump administration looking to reallocate $2bn in CHIPS Act funds to support critical minerals sector - report
As White House official says government is not looking for equity share in TSMC or Micron
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Trump to meet with Lip-Bu Tan, the Intel CEO he said should resign "immediately"
Meeting is expected to take place at the White House today
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Trump calls for resignation of “highly conflicted” Intel CEO after Senator questions alleged links to Chinese Communist Party
Arkansas Senator Tom Cotton wrote to Intel’s board to “express concern” about CEO’s reported “deep ties to the Chinese Communists”
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Intel to invest $300m in China chip packaging and testing facility expansion
Will also establish customer solutions center at the site
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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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Intel Capital has a stake in 43 Chinese technology companies – report
US government finalizing legislation to limit funding for Chinese firms
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US government revokes Intel and Qualcomm's Huawei export licenses
Move comes after US politicians were angered by Intel chips found in Huawei laptop
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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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US sanctions impact Chinese chip imports, but universities skirting restrictions
Nvidia A100s and H100s amongst restricted semiconductors purchased in China
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US government blacklists China's largest server maker Inspur, used by Cisco, IBM, Intel, Nvidia
Company is also a cloud provider in China
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China's nuclear weapons lab has bought US chips for years, despite bans
Using them to simulate its nuclear stockpile
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Record heatwaves in China strain grid, Sichuan orders factory shutdowns
Joining heatwaves and grid issues in the US, Europe, and across the world; shutdowns impacting semiconductor, lithium, and solar panel industry
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Intel apologizes in China after telling suppliers not to source from Xinjiang over human rights abuses
But will still avoid Xinjiang due to US laws
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Report: White House "strongly discouraged" Intel plan to alleviate chip shortage with Chinese expansion
As the Biden Administration dangles lucrative incentives
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Intel briefly pauses chip sales to Inspur following DoD warning
Blink and you'll have missed it
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US companies like Intel, Xilinx and Qualcomm stop selling to Huawei
And some European companies partially follow suit
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US tech companies try to fight China's new cyber security rules
Apparently firms are not fans of handing over their source code