chip
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Wolfspeed’s Future: Restructuring Challenges Ahead
The 70% One-Day Crash On a dramatic day in May 2025, shares of Wolfspeed (NYSE: WOLF) collapsed by over 70% amid news of an imminent Chapter 11 bankruptcy filing. For many retail investors, this was their first exposure to Wolfspeed, a niche but crucial player in the semiconductor sector. Wolfspeed 101—A Quick Snapshot Originally Cree Continue reading
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The Unintended Consequences of the U.S.-China Chip War: Catalyzing China’s Technological Independence
The escalating technology tensions between the United States and China, particularly in the semiconductor industry, have led to significant shifts in global supply chains and technological development. U.S. sanctions aimed at restricting China’s access to advanced chip-making technologies have inadvertently spurred China to accelerate its efforts toward technological self-reliance. This article explores how the U.S.-China Continue reading
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The Unintended Consequences of Containment: Analyzing the Backlash of U.S. Strategies on China’s Technological Advancements
The semiconductor industry stands as the bedrock of modern technology, influencing everything from consumer electronics to advanced military systems. As the U.S. has recognized China’s growing prowess in this field, it has implemented a series of strategies aimed at curbing China’s technological ascent, particularly through restrictions on semiconductor technologies. However, these containment efforts might be Continue reading
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Huawei Beats the Odds: Ascend 910C on a Mission to Outcompete Nvidia H100
In the world of high-tech semiconductors and AI, a new chapter is unfolding, one that could reshape the global market. Huawei, China’s telecommunications and technology giant, is on the brink of releasing its latest AI chip, the Ascend 910C. Positioned as a direct competitor to Nvidia’s H100, the Ascend 910C not only symbolizes China’s resilience Continue reading
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