Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem capable of breaking Nvidia’s stranglehold on the market. At the centre of this rivalry is a fundamental design debate: Should the country rely on the versatile graphics processing unit (GPU) or pivot to the highly specialised application-specific integrated circuit (ASIC)? The fight is no longer about finding a single Nvidia clone; it is about...
Norway’s revocation of export licences for a naval missile system sold to Malaysia has thrust into sharp relief the United States’ ability to kill an arms deal between two other sovereign nations simply by restricting components its own industries supplied. Analysts suspect a gyroscope used in the guidance system of Kongsberg Defence & Aerospace’s Naval Strike Missile and other US-made components are the reason Malaysia’s navy will not be receiving the weapons it contracted for – and paid nearly...