chip

That makes it feel more like a regular tech company and less like one of the commercial cloud groups, chip makers and cybersecurity companies at the heart of the AI boom.

But China is making inroads in midlevel chips and parts of the AI ecosystem, such as optical wiring, components, and other hardware.

Beijing moved to halt exports of Nexperia chips last month after the Dutch government seized control of the company from its Chinese owner Wingtech, citing risks to economic security.

CEO Jensen Huang, meanwhile, confirmed there were “no active discussions” about the company being able to sell its Blackwell AI chips to Chinese customers, Reuters reported, citing comments made on a visit to Taiwan.

Hua Hong’s recent decision to acquire a chip-making facility from its parent group could lift its average selling price substantially, as the new fab will enable more advanced chip production, they say.