Nvidia’s CPU move and China’s EV makers go solid - Financial Times

This Financial Times article examines two significant trends in the semiconductor industry: NVIDIA's strategic expansion into the CPU market and Chinese electric vehicle manufacturers' shift toward ph... Read original →

NVIDIA’s CPU push isn’t mere diversification—it’s a paradigm shift from GPU-centric acceleration to unified heterogeneous computing, forcing TSMC and others to fast-track CoWoS and advanced packaging capacity. Chinese EV makers’ pivot to physical assets is a direct hedge against U.S. semiconductor sanctions, embedding domestic supply chains to mitigate geopolitical rupture risks. This inflates near-term capex but builds long-term capability in automotive-grade custom silicon. Intel and AMD may respond by opening x86 licensing to compete in intelligent vehicle platforms. Meanwhile, foundries outside Taiwan, China—like SMIC and Hua Hong—will gain from accelerated localization. Within 18 months, semiconductor leadership will hinge not on isolated tech superiority but on integrated control across architecture, manufacturing, and end-market deployment.