semiconductors - CybAI news

27 Jan

Chinese AI App DeepSeek Soars in Popularity, Startling Rivals

stp2y0 CommentsRAG modelsapps, artificial intelligence, china, machine learning, openai, semiconductors

An AI assistant created by Chinese startup DeepSeek became the number one most-downloaded app in Apple’s US App Store over the weekend, sending shockwaves through Silicon Valley and causing the price of major tech stocks to plummet. Nvidia saw more than $460 billion erased from its market capitalization on Monday, a drop Bloomberg characterized as the “biggest in US stock market history.”The shakeup stems from an open source model developed by DeepSeek called R1, which debuted earlier this month. The company said that it rivals the current industry leader: OpenAI’s 01. But what stunned the tech industry the most was…

02 Dec

The US Just Made It Way Harder for China to Build Its Own AI Chips

stp2y0 CommentsRAG modelschina, chips, nvidia, semiconductors, trade

The US Department of Commerce introduced a sweeping package of export controls on Monday designed to weaken China’s domestic semiconductor ecosystem and undermine the country’s ability to manufacture advanced chips locally. The new regulations prevent China from accessing 24 types of chip manufacturing equipment and three software programs, and place restrictions on the sale to China of high-bandwidth memory, or HBM, an advanced kind of 3D-stacked computer memory component that is often used in customized AI chips.“They're the strongest controls ever enacted by the US to degrade the PRC’s ability to make the most advanced chips that they're using in…

27 Nov

US to Introduce New Restrictions on China’s Access to Cutting-Edge Chips

stp2y0 CommentsGenAIartificial intelligence, china, joe biden, semiconductors, white house

The US government has been imposing similar export controls on China aimed at limiting its ability to mint advanced silicon for years, but the controls apparently didn’t stop Huawei from developing competitive chips for training large AI models.The Chinese tech giant, which was temporarily crippled by US sanctions half a decade ago, sent samples of its latest AI training chip, called Ascend, to customers this September, according to The South China Morning Post. Companies testing Ascend reportedly include ByteDance, the Chinese parent of TikTok, which is said to be training a large model primarily using Ascend. Baidu, which makes China’s…

21 Nov

Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here

stp2y0 CommentsAIartificial intelligence, chips, finance, nvidia, semiconductors

A large portion of Nvidia’s growth this quarter was driven by data center revenue, totaling $30.8 billion for the quarter, which was up 112 percent from last year. The company’s gross profit margin was 74.5 percent, essentially flat from a year ago. But analysts expect that Nvidia’s margins could shrink as the company shifts to producing more Blackwell chips, which cost more to make than their less advanced predecessors.Nvidia’s earnings reports are seen as an important bellwether for the AI industry as a whole. The chip architect’s advanced GPUs, which power complex neural network processing, are what made the current…