Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia’s H200 AI chips to China is Huawei’s rapid rise in AI computing. Bloomberg cites multiple sources, stating that after White House officials reviewed Huawei’s Ascend series chips and its CloudMatrix 384 AI-native cloud infrastructure platform, they concluded that Huawei’s overall performance is now approaching Nvidia’s advanced Blackwell-based NVL72 platform. This significantly reduces the need for a total ban on AI chip exports to China.

After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its official social media channels that Vive Eagle will debut in Hong Kong on December 10, 2025. Expanding the sales regions is expected to boost HTC’s overall business performance.

ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google’s TPU servers accounting for the largest shipment volume. Inventec, one of the key suppliers, is optimistic about the 2026 server market, projecting double-digit annual shipment growth for ASIC servers.

Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate (CoWoS) capacity. Order trends indicate GPU and ASIC customer demand will exceed expectations in 2026-27.