Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven chips are engineered to meet tightening US export rules while still supporting popular Chinese AI models like DeepSeek.
Taiwan’s Foxconn Technology Group expects robust growth over the next three years from artificial intelligence, information technology, and electric vehicles, with the world’s largest contract electronics manufacturer expanding partnerships with Japanese automakers as it prepares for potential governance changes.