TSMC's third-quarter earnings show reversal in chip sector slowdown, driven by increased smartphone demand. Positive trend for industry. Exciting opportunity for AMD and NVIDIA with potential launch of PC chips using Arm's microarchitecture. TSMC's leading position ensures continued growth.
US implements restrictions on AI chip exports to China, impacting Nvidia's H800 and RTX 4090. Measures aim to prevent military misuse, protect national security. Implications for chip manufacturers.
US restrictions on exporting AI chips to China pose challenges for NVIDIA and AMD. Find out how these companies are affected and the potential impact on their business operations.
Explore the evolution of tech policy from Obama's optimism to Harris's vision at the Democratic National Convention. What's next for Democrats in tech?