Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered “surprises” to the global market over nearly four months. Recently, he took to social media to publicly criticize Intel CEO Lip-Bu Tan, demanding his immediate resignation. He also called on companies like Nvidia and AMD to hand over to the US government 15% of their revenue from sales of specific AI chips to China, sparking a new round of market turmoil.
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes and delivery timelines. The potential agreement could see Samsung provide between 30,000 and 50,000 units.
HTC unveiled its first VIVE series AI glasses, the VIVE Eagle, on August 14, with official sales set to begin on September 1. In addition to partnering with Taiwan Mobile to launch the AI glasses through telecom sales channels in Taiwan.
Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected to progress faster than the GB200 due to prior manufacturing experience, but the company warned that surging AI server shipments will further compress third-quarter margins.