Nvidia Jensen Huang reiterated that the US’s control over China’s H20 chips is “deeply painful” and will result in a loss of $15 billion in revenue.
MediaTek Rick Tsai: The first 2nm chip will be taped out in September 2025.
Intel is reportedly considering selling its networking and edge computing division.
The world’s top 5 NAND Flash manufacturers – Samsung, SK Hynix, Micron, Kioxia, and Western Digital – will simultaneously implement a 10% to 15% production cut in Q2 2025.
AMD sells ZT Systems server manufacturing business to Sanmina for $3 billion.
Foxconn invested $1.5 billion in its Indian subsidiary.
South Korean auto exports to US fell nearly 20% in April 2025 due to Trump tariffs.
Research: Southeast Asia faces high tariffs after the exemption period, which will affect the recovery of the US PC market.
Samsung and Nintendo have reportedly reached a cooperation agreement to produce the main chip for Switch 2.
Foxconn Young Liu: Generative AI can only replace 80% of factory work, and skilled workers are still needed.
