The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time?

Bringing chip manufacturing back to America is a national security and economic priority, but a shortage of skilled workers threatens to derail the effort.

theconversation.com

Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead

Intel’s design and manufacturing businesses are too important to be left to short-term dealmakers.

fortune.com

Big fines coming for US export violations, says ex-Commerce official, as China sales probed

The U.S. Commerce Department is likely to impose hefty fines on companies in the coming months for illegally shipping technology to customers in countries like China, a top department official who left last month said on Thursday.

reuters.com

China's Honor to invest $10bn in AI over next 5 years

Company deepening partnerships with Qualcomm, Google to enable 'agentic' experiences

asia.nikkei.com

How China came to dominate the world in renewable energy

China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.

washingtonpost.com

Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?

A US accord on critical minerals to broker an end to the Ukraine war could blunt Chinese export controls, analysts said, but not counteract them.

scmp.com

How Trump and Biden Pursued Critical Minerals in Ukraine, Greenland and Other Countries

China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.

nytimes.com

The Trump administration can avoid a strategic misstep in the AI global race

The AI diffusion rule is an opportunity for the Trump administration to cement U.S. AI leadership and economic growth opportunities.

blogs.microsoft.com

China Quant Says Funds Must Adopt AI to Survive After DeepSeek

DeepSeek’s success is intensifying pressure on China’s quantitative hedge funds to embrace artificial intelligence or risk becoming obsolete, according to one of the most aggressive users of AI in the...

bloomberg.com

Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says

'Nearly every developer' learning from Chinese firm's R1 model, which will drive chip sales

asia.nikkei.com

Why Arm’s CEO Sees Room for Nvidia Competitors

Cloud and chip executives have predicted for two years that Nvidia’s dominance in artificial intelligence server chips would crater, but that hasn’t come to pass. Yet Rene Haas, CEO of Arm Holdings, w...

theinformation.com

Samsung strikes rare deal with China’s YMTC for NAND chip tech

Samsung strikes rare deal with Chinas YMTC for NAND chip tech Cross-licensing deal reflects rising patent tensions in NAND market

chosun.com

The DeepSeek Effect: What DeepSeek means outside of China

Western tech leaders embrace DeepSeek despite government skepticism, bans, and conspiracy theories. This is not the "shunning" of Chinese AI open source models you were looking for...

pstaidecrypted.substack.com

There can be no winners in a US-China AI arms race

AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits humanity.

technologyreview.com

Assessing Reactions to Chinese AI Startup DeepSeek and the Firm's Advanced Open Source/Weight AI Models

Complex issues around access to training, inference hardware also put spotlight on hardware scaling and US export controls.

pstaidecrypted.substack.com

China gains on U.S. in AI research, with Tsinghua University chasing Google

Chinese institutions' profile has risen sharply since 2020, conference papers show

asia.nikkei.com

How China Is Advancing in AI Despite U.S. Chip Restrictions

AI advances by Chinese companies are raising the stakes in the global AI race.

time.com

Biden plan would encourage AI data centers on federal lands

Worries the U.S. will lose the AI arms race fuels an eleventh-hour Biden administration effort to allow massive data centers and power plants on public land.

wapo.st

x.com

x.com

Exclusive: Trump transition team plans sweeping rollback of Biden EV, emissions policies

Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.

reuters.com

Exxon Plans to Sell Electricity to Data Centers

The country’s largest oil company is designing a natural gas power plant outfitted with carbon capture technology to meet the voracious power demand of technology companies.

nytimes.com