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China Is Getting Much of What It Wants From the U.S., Including Chips

12 December 2025 at 00:01
For China, President Trump’s moves to loosen chip controls, soften U.S. rhetoric and stay silent on tensions with Japan amount to a rare string of strategic gains.

© Haiyun Jiang/The New York Times

President Trump and Xi Jinping, China’s leader, after their meeting in Busan, South Korea, in October. Mr. Trump’s latest moves extended the conciliatory posture he struck at this summit.
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Does the Job of C.E.O. or Private Investor Come First? Intel’s Chief Is Juggling That Question.

10 December 2025 at 05:03
Lip-Bu Tan, who was appointed chief executive of Intel in March, is also a longtime venture capitalist. His dual roles have caused some consternation.

© Laure Andrillon/Reuters

Lip-Bu Tan, the chief executive of Intel, has led a venture capital firm since 1987.

Chip Company Plotted to Send Technology to China, Ex-C.E.O. Says

10 December 2025 at 00:00
The former chief executive of Nexperia, a Dutch chipmaker, said Dutch officials had known for years that the company’s Chinese owner sought to move its technology to China.

© Fabian Bimmer/Reuters

On a production line of the Dutch semiconductor company Nexperia in Hamburg, Germany, last year. Dutch officials seized the company in September.

Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions

9 December 2025 at 20:21
President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.

© Pete Marovich for The New York Times

President Trump with Jensen Huang, the chief executive of Nvidia, at the White House in April.

Trump Eases Limits on Nvidia Exports to China at ‘Critical Moment’

9 December 2025 at 12:08
President Trump said Nvidia can export some chips. But years of U.S. restrictions have propelled China to make everything it needs for advanced A.I.

© John G Mabanglo/EPA, via Shutterstock

Nvidia has argued that blocking access to its chips has only spurred Chinese companies to improve faster.

Trump Clears Sale of More Powerful Nvidia A.I. Chips to China

8 December 2025 at 17:30
Approval for the H200 chip followed months of haggling between tech industry backers and defense hawks.

© Eric Lee for The New York Times

The Trump administration wants to encourage Chinese companies to use Nvidia’s H200 chip while limiting sales of the company’s newest chips, known as Blackwell.

The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?

20 November 2025 at 20:34
It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It’s enough to make some people very nervous.

© Scott Ball for The New York Times

OpenAI’s Stargate data center complex in Abilene, Texas.

To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace

20 November 2025 at 05:03
A.I. has added urgency to the U.S. national laboratories that have been sites of cutting-edge scientific research, leading to deals with tech giants like Nvidia to speed up.

© Taylor Glascock for The New York Times

The Aurora supercomputer at Argonne National Laboratory in Lemont, Ill.

Nvidia Earnings Show Profit Jumped 65% to $31.9 Billion

19 November 2025 at 19:01
The company, which makes the computer chips essential to the artificial intelligence boom, also said revenue in its recent quarter rose to $57 billion.

© Eric Lee for The New York Times

Jensen Huang, the chief executive of Nvidia, made a bet on chips for artificial intelligence that has turned his company into a Silicon Valley giant.

Saudi Arabia Backs Elon Musk’s xAI With Data Center Deal

19 November 2025 at 17:02
Mr. Musk’s xAI will work with the Saudi artificial intelligence company Humain on a new data center, part of Crown Prince Mohammed bin Salman’s effort to diversify his kingdom’s economy.

© Haiyun Jiang/The New York Times

Elon Musk and Crown Prince Mohammed bin Salman of Saudi Arabia in Washington on Wednesday. The deal between xAI and the Saudi-backed company Humain is set to be xAI’s biggest data center outside the United States.

Netherlands Hands Back Control of Chinese-Owned Chipmaker Nexperia

19 November 2025 at 09:10
Uncertainty over the availability of the company’s chips, which are used in cars and electronics, had added to concerns of a global shortage.

© Peter Dejong/Associated Press

The headquarters of Nexperia, a Dutch chipmaker owned by the Chinese company Wingtech.

How Trump and Nvidia’s C.E.O. Became Partners on the International Stage

19 November 2025 at 05:01
Over the last 10 months, President Trump has become close with Jensen Huang, Nvidia’s chief executive, as the company’s chips have become a tool in trade and peace talks.

© Pete Marovich for The New York Times

In April, Jensen Huang, chief executive of Nvidia, announced at a White House news conference that Nvidia and its suppliers would invest $500 billion in U.S. manufacturing.

Europe’s Chip Dreams Confront Business Realities

19 November 2025 at 11:39
European chipmakers need TSMC’s help to grow their own semiconductor supply chain, but the chip giant’s Taiwanese suppliers find Europe a tough place to do business.

© Milan Bures for The New York Times

TSMC is teaming up with European chipmakers to build a factory near Dresden, Germany, as Europe’s need to make its own chips has grown more pressing.

China Resumes Some Chip Exports, Easing Fears of a Global Crunch

7 November 2025 at 14:00
A leading German automotive supplier said it was again allowed to ship semiconductors that Beijing had barred for export.

© Jens Schlueter/Getty Images

A Volkswagen assembly line. The company had warned last week that the shortages caused by the lack of chips could lead it to limit production.

How Trade Tensions Sent Automakers Scrambling for Chips

5 November 2025 at 15:14
Carmakers and their suppliers are piecing together new supply chains after a Chinese-owned company in the Netherlands was caught in the middle of the trade war, revealing European vulnerabilities.

© Felix Schmitt for The New York Times

Mercedes-Benz’s headquarters in Stuttgart, Germany. Mercedes, Stellantis and Nissan have formed task forces to keep production running and secure alternative chip supplies.

OpenAI Signs $38 Billion Cloud Computing Deal With Amazon

3 November 2025 at 14:07
After signing agreements to use computing power from Nvidia, AMD and Oracle, OpenAI is teaming up with the world’s largest cloud computing company.

© Haiyun Jiang/The New York Times

Sam Altman, the chief executive of OpenAI, at the White House in September.

Alphabet Revenue Jumps 16% With Strong Cloud Sales

29 October 2025 at 20:18
Profits also rose, to just under $35 billion, as Google Search proved resilient to A.I. alternatives.

© Kelsey McClellan for The New York Times

Alphabet’s sales and profit for the quarter beat Wall Street analysts’ expectations.

Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants?

Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML.

Technicians preparing a silicon wafer for test printing at Substrate’s site in San Francisco.

Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants?

Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML.

Technicians preparing a silicon wafer for test printing at Substrate’s site in San Francisco.

Qualcomm Unveils New Line of Chips to Join the A.I. Boom

27 October 2025 at 16:26
Qualcomm, which is known for its chips in smartphones, also announced a deal with Humain, a Saudi-backed A.I. company. The news sent Qualcomm’s share price soaring.

© Graham Walzer for The New York Times

Qualcomm’s chief executive, Cristiano Amon, has laid out several efforts to diversity the company’s business beyond smartphone chips.

The Small Company in Europe Caught in the Big Trade War Between the U.S. and China

16 October 2025 at 13:57
Nexperia, a computer chip maker based in the Netherlands, was taken over by the Dutch government after pressure from officials in Washington.

© Peter Dejong/Associated Press

The Dutch government took control of the Chinese-owned chip maker Nexperia on Sept. 30.

China’s Rare Earth Restrictions Aim to Beat U.S. at Its Own Game

16 October 2025 at 08:35
Beijing’s latest effort to weaponize global supply chains is modeled on the American technology controls that it has long criticized.

© Pool photo by Ken Ishii

President Trump has threatened to cancel a meeting with China’s top leader, Xi Jinping, who spoke at the Global Leaders’ Meeting on Women in Beijing on Monday.

OpenAI Inks Deal With Broadcom to Design Its Own Chips for A.I.

13 October 2025 at 09:00
After signing multibillion-dollar agreements to use chips from Nvidia and AMD, OpenAI plans to deploy its own designs next year.

© Yuichi Yamazaki/Agence France-Presse — Getty Images

“Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of A.I.,” OpenAI’s chief executive, Sam Altman, said in a statement.

A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips?

An executive of a Singaporean firm called Megaspeed socialized with Nvidia’s Jensen Huang. Now the company is being scrutinized by U.S. officials for its ties to China.

© Amrita Chandradas for The New York Times

Construction workers at Sedenak Tech Park, where U.S. workers found Megaspeed’s orders of Nvidia products still in boxes.
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