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Wednesday 10 December 2025
Huawei's chip breakthrough prompts US to relax AI export controls
Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites...
Wednesday 10 December 2025
Nvidia H200 clearance paves the way for HBM3E in China
The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted...
Wednesday 10 December 2025
China adds local chips to procurement list as US approves Nvidia H200 exports
China has reportedly added domestic artificial intelligence processors to its official government procurement list for the first time, according to the Financial Times. The...
Wednesday 10 December 2025
Amazon plans more than US$35 billion in new India investments through 2030
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company...
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on...
Wednesday 10 December 2025
US clears Nvidia H200 shipments, challenging China's tech ambitions
Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate...
Tuesday 9 December 2025
China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
Friday 28 November 2025
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...
Friday 28 November 2025
US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick's personal...
Wednesday 26 November 2025
SK Hynix drives 65% of SK Group's exports as 2025 totals near record

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Monday 24 November 2025
Behind Korea’s record chip exports, a race it may be losing
Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing...
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...