Intel CEO Lip-Bu Tan has invested in more than 600 Chinese companies. China Ministry of Foreign Affairs responded to the US plan to increase tariffs on China to 125%: If the US insists on launching a tariff war and a…
OpenAI filed a countersuit, accusing Musk of harassment. AI and tariff uncertainty affect Microsoft $1 billion data center construction in US. Alphabet reiterated that it will spend $75 billion to increase investment in AI and data centers by 2025. International…
It is reported that Trump gave up his attack on Nvidia H20 chip as Nvidia promised Trump administration to make new investments in US AI data centers. Trump raised tariffs on Chinese imports to 125%, while other countries were given a 90-day grace…
US’s 125% tariff on all Chinese goods will hit the electronics industry hard, as US tech companies including Dell and HP manufacture their products in China. US is reportedly dependent on imports from China for the following products (by value):…
China Ministry of Commerce: 12 US entities included in export control list. Stanford University Research Report: The AI gap between China and US is narrowing. Altera Agilex™ 7 M-series FPGAs are now in production and offer industry-leading memory bandwidth. TDK…
TSMC chips are suspected of being imported by Huawei as AI server chips and may face a fine of US$1 billion or even higher. Western media Intel 18A has made positive progress and may win the GPU order for Nintendo Switch…
Trump warns TSMC: If it does not build factories in US, it will pay 100% tax. Samsung has started R&D of 1nm process and expects mass production after 2029. Micron will impose surcharges on some memory products starting April 9, 2025…
Nvidia B300 is about to ship, and Micron has pushed the HBM market size to $35 billion in 2025. Samsung Q1 2025 profit of $4.49 billion beat expectations as Trump tariffs spurred stockpiling of chips and phones. MediaTek launches 3nm…
IDC: China total investment in AI will exceed US$100 billion in 2028. OpenAI is reported to consider acquiring AI device startup io Products. EMOptimizer® revolutionizes the analog/RF IC design process. Apple plans to expand its iPhone assembly plant in Brazil…
Chip industry: Terminal purchasing momentum is bound to be frustrated due to Trump equal tariffs. Morgan Stanley: Trump tariff war has limited impact on the development of AI in mainland China. We are optimistic about Winbond, Alchip and KYEC. Samsung…
