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
US manufacturing surge: Foxconn’s NAM board role amplifies strategic ambitions
US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While Taiwanese manufacturers have long pursued global diversification, recent policy shifts have crystallized the notion that establishing production facilities within the US represents the most prudent and secure course of action in today’s geopolitical climate.
18
Apr
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei
Speaking during TSMC’s first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company’s decision to expand in the US was driven primarily by strong customer demand—not by political pressure.
18
Apr
China’s EV high-flyers face hard landing: will big three startups survive shakeout?
China’s leading EV upstarts—Nio, XPeng, and Li Auto—delivered strong sales in 2024. Li Auto stood out as one of just three profitable NEV makers nationwide, alongside BYD and the rising Seres. Despite the momentum, a stark warning has emerged from academia. Zhu Xichan, a professor at Tongji University’s Intelligent Vehicle Research Institute, predicts that all three firms could disappear within three years.
18
Apr
Jensen Huang, in suit and tie, calls China a “very important market” during Beijing visit
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate increasingly complex U.S. export controls.
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 meets expectations in 1Q25 with a 35.3% YoY increase
Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter performance still met expectations. TSMC’s revenue for the first quarter of 2025 was approximately US$25.53 billion, reflecting a quarter-over-quarter decrease of 5.1%, but representing a year-over-year increase of 35.3%.
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.
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
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.