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Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan...
Tuesday 15 July 2025
D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025
As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has...
Tuesday 15 July 2025
Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments
Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...
Tuesday 15 July 2025
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses will...
Tuesday 15 July 2025
Alpha and Omega sells China stake after Huawei export violations
Alpha and Omega Semiconductor (AOS) is repositioning its China strategy while simultaneously grappling with the fallout from a significant US export control violation.
Monday 14 July 2025
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated...
Monday 14 July 2025
E-paper chip demand stays strong amid tariff rush
E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...