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Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...
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According to Business Korea, which cites analyst forecasts, if the U.S. enacts a 25% tariff on semiconductors, it could lead to a 4.3% drop in revenue for Korean chipmaking companies. The report points out that though the direct impact on overall revenue is relatively limited—estimated at jus...
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In a race against Trump’s new policy, which has imposed a 10% reciprocal tariff on all countries kicking in on April 5, Apple got ahead of the game, as it reportedly flew five planeloads of iPhones and other devices from India to the U.S. at the end of March, according to local media outlet The Ti...
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The surge in AI and the rapid growth of large data centers are driving a sharp increase in electricity demand across the U.S.. However, according to a report from Anue, citing the Wall Street Journal, U.S. President Donald Trump’s tariffs on steel and aluminum could worsen the existing transformer...
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According to ijiwei, citing Bloomberg, Dutch chip equipment giant ASML has warned that geopolitical tensions and export controls are hindering innovation in the semiconductor industry. Its CEO Christophe Fouquet emphasized that the semiconductor industry relies on collaboration and innovation, bu...