2025-07-20
The Information
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Sources: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production
Qianer Liu / The Information :
2025-07-05
Wall Street Journal
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Sources: TSMC delays the construction of its second plant in Japan, initially slated for early 2025, to invest in US expansion ahead of potential Trump tariffs
TSMC says US investments won't impact other regions Skye Jacobs / TechSpot : TSMC shifts focus to US, postpones new chip plant in Japan Focus Taiwan : TSMC says U.S. investment won't impact projects e...
2025-05-15
The Information
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Sources: in the past two months, Chinese officials told some top local tech companies that China will more actively oversee their AI data centers and AI chips
Qianer Liu / The Information :
2025-05-02
The Information
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Sources: Nvidia told ByteDance, Alibaba, Tencent, and others that it is tweaking its AI chips so they can be sold in China without breaching US export rules
Qianer Liu / The Information :
2025-04-26
Washington Post
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Sources: China has quietly exempted from tariffs at least eight classifications of US-made microchips, as it seeks to exempt “irreplaceable” goods
duties paid are eligible for refunds Wency Chen / South China Morning Post : China said to waive retaliatory tariffs on some US chip imports in sign of trade war thaw Meaghan Tobin / New York Times : ...
2024-05-13
The Information
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Sources: in recent months, China told ByteDance, Tencent, Alibaba, Baidu, and others to cut back on Nvidia purchases in favor of chips made by local companies
Qianer Liu / The Information :
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