Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access.
Category: Computer Chips
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The White House Bet Big on Intel. Will It Backfire?
A plan to revive U.S. chip manufacturing rests partly on a company that is firing workers and delaying factories, even as the government pushes for the opposite.
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How Intel Got Left Behind in the A.I. Chip Boom
Intel was for decades Silicon Valley’s dominant chip company. But missed opportunities and poor execution left it on the sidelines in tech’s latest gold rush.
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Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying
The “best bromance in tech” has had a reality check as OpenAI has tried to change its deal with Microsoft and the software maker has tried to hedge its bet on the start-up.
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Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review
The legislation, which would weaken federal environmental reviews for certain semiconductor manufacturing projects, has divided Democrats.
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Cerebras Files Prospectus for I.P.O.
The Silicon Valley company would be among the first A.I. companies to go public since the release of ChatGPT nearly two years ago.
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Behind OpenAI’s Audacious Plan to Make A.I. Flow Like Electricity
Sam Altman, OpenAI’s chief executive, is talking to the United Arab Emirates, Asian chipmakers and U.S. officials to expand the computing power needed to build artificial intelligence.
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Intel’s Chips Are on the Table
Rivals and at least one big investor are circling the embattled semiconductor giant. The Biden administration is sure to keep an eye on any deal in such a strategically important sector.
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Qualcomm Asked Rival Intel if It Would Consider Sale
While Intel has struggled in recent years, other chipmakers are thriving because of a boom in demand.
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U.S. Awards Intel $3 Billion for Military Supply Program
The Biden administration announced an award for the struggling chipmaker as part of an effort to establish secure supply sources for the Pentagon.
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Nvidia Holds the Key to the Market. But Is It Worth This Much?
One of the hazards of buying individual stocks is that their current price may have little to do with their fundamental value, our columnist says.