Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia’s H20 chip shipments to China.
18
Apr
18
Apr
France’s CEA-Leti targets AI hardware bottlenecks with silicon photonics, GaN innovations
France’s CEA-Leti, a leading European semiconductor research institute, outlined ambitious strategies to address critical AI hardware bottlenecks through advanced silicon photonics, 3D integration, and wide bandgap technologies during a high-profile event with Taiwanese industry leaders.
17
Apr
TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker’s strong 2025 outlook during its latest earnings call, brushing off speculation about softening AI demand and denying rumors of a potential lifeline for Intel.
17
Apr
Jensen Huang visits Beijing following H20 export ban to China
Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company’s H20 AI chip to China. The timing of Huang’s visit—at the invitation of the China Council for the Promotion of International Trade (CCPIT)—has sparked speculation about how Nvidia plans to navigate escalating US-China tensions and its role at the center of the global AI race.
17
Apr
Xpeng’s high-tech global strategy aims to navigate EV industry consolidation
In the face of rising global tariff pressures and an increasingly volatile automotive market, Chinese automaker Xpeng Motors is bucking the trend, actively accelerating its expansion into overseas markets. Xpeng’s Co-founder and Chairman of the Board, Xiaopeng He, stated that over the next decade, competition in the automotive industry will be fierce, and only 5 to 7 electric vehicle manufacturers will ultimately survive.
17
Apr
Taiwan’s tech supply chain faces uncertainties as US tariffs exclude key Apple wearables
Taiwan’s supply chain firms are navigating a turbulent landscape as the US continues to recalibrate its tariff policies. While recent exemptions for smartphones, laptops, and other electronic devices have offered temporary relief to major brands like Apple, wearables such as the Apple Watch and AirPods remain excluded from these lists. This exclusion injects new uncertainty into the market, particularly for suppliers already grappling with razor-thin profit margins.
17
Apr
Boeing deliveries halted by China as trade tensions deepen
Chinese authorities have directed domestic airlines to stop accepting new Boeing aircraft deliveries, escalating tensions amid the ongoing US-China trade dispute, according to sources familiar with the matter. The move follows President Trump’s recent imposition of high tariffs on Chinese goods.
17
Apr
Google’s renewed bid to export South Korean Map data stirs market and trade tensions
Google has once again requested permission from the South Korean government to export high-precision map data, marking its third attempt in nearly two decades. The move, confirmed by local media reports including Chosun Biz and ET News, comes amid increasing US trade pressure and raises concerns about the impact on South Korea’s domestic digital mapping industry.
17
Apr
Taiwanese tech leaders shift to US production, betting on automation
Amid rising geopolitical tensions, Taiwan’s leading tech manufacturers, including Foxconn, Quanta, Wistron, Wiwynn, and Inventec, are accelerating investments to expand production in the US. However, with higher labor costs and tougher regulations in the US, these companies are turning to advanced automation to stay competitive and maintain operational efficiency.