Intel must obtain a license to sell some of its AI chips to China.
Nvidia failed to warn customers that all Chinese H20 orders may be canceled.
C.C. Wei: Tariffs bring uncertainty, TSMC full-year revenue growth forecast of about 25% remains unchanged.
Western media said that American chip equipment manufacturers (Applied Materials, KLA, Lam Research) may lose $1 billion each year.
Cadence announced the acquisition of Arm’s foundational IP business.
Xpeng Motors self-developed Turing AI chip will replace Nvidia Orin and will go into mass production as early as Q2 2025.
Wistron Lin Xianming: Supply chain fragmentation has become the keynote, and will increase our R&D efforts in the HPC field.
AMD has been hit by US restrictions on Chinese chips, with losses estimated at up to $800 million.
The US ban on the sale of H20 chips triggered a sell-off, with the market value of Nvidia and ASML evaporating by more than $155 billion.
