As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking GPU or driving record-breaking stock valuations, but for simply planning a trip to China

The Trump administration is exploiting uncertainty and escalating tariff threats as its new strategy to force countries to comply with US demands. Starting on August 1, the US will impose a 30% tariff on EU goods (originally 20%), sparking strong retaliation across Europe

The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's electronics manufacturing and semiconductor supply chains

Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14 disclosure, the Shanghai-listed ODM projected revenue between CNY83–84 billion (US$11.6–11.7 billion), representing a 110.7% to 113.2% year-over-year increase. Net profit attributable to shareholders is expected to reach CNY1.87–1.90 billion, up 44.8% to 47.2% from the previous year

The global automotive supply chain is under growing strain amid a turbulent macroeconomic environment. As pressure mounts, Chinese automakers are passing rising costs onto suppliers, prompting government intervention. Foreign media reports that Western carmakers—including Ford and Stellantis—have also begun tightening contract terms with their suppliers in response

China faces significant challenges advancing its semiconductor lithography, a key hurdle for its drive toward technological self-sufficiency and superiority in the trade war with the US

China remains at a disadvantage in high-bandwidth memory (HBM) and other advanced chip technologies, with sanctions on cutting-edge process nodes further delaying domestic semiconductor progress. However, researchers are now turning to processing-in-memory (PIM) as a potential workaround—a path that could allow China to bypass traditional bottlenecks through architectural innovation

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 be granted. The H20, a data center GPU tailored for China's market, had been delayed amid tightening US export controls

Alpha and Omega Semiconductor (AOS) is repositioning its China strategy while simultaneously grappling with the fallout from a significant US export control violation

Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed it will supply the RTX 6000D in the third quarter of 2025, manufactured using TSMC's 4nm process. The shipment target is set at around two million units by year-end, aiming to fill a revenue gap exceeding US$10 billion

China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on goods from Thailand, which risks seriously impacting Thailand's manufacturing sector and upstream Chinese PCB operations in the country

JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion (approx. US$110 million). The company's failure highlights increasing challenges faced by the global power semiconductor industry, where optimistic projections linked to electric vehicle (EV) demand have confronted difficult market conditions

On the afternoon of July 14, 2025, China's State Administration for Market Regulation announced its conditional approval of US-based Synopsys' acquisition of Ansys shares. This deal is a significant merger in the global semiconductor and simulation software sectors, valued at approximately US$35 billion. It has attracted considerable industry attention since its announcement in early 2024

With autonomous vehicles and service robots ushering in a new era of "physical AI," the spotlight is once again on core sensing technologies. While Tesla CEO Elon Musk has famously championed vision-based systems over LiDAR, South Korean startup SOS Lab believes laser-based sensing is poised for a comeback, thanks to breakthroughs in size, clarity, and safety