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Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...
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
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...
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
US copper tariffs create uncertainty as India develops semiconductor supply chain
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...
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
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Monday 14 July 2025
India confronts rare earth crisis with incentives, strategic alliances
India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens...
Friday 11 July 2025
Taiwan's talent crunch in the age of AI: Macronix's Miin Wu and Deputy Minister Benson Yeh on rewiring education and industry
As Taiwan rides the wave of the AI revolution—with booming exports of GPUs and AI servers—some experts say the country risks losing sight of deeper, long-term challenge...
Friday 11 July 2025
Vietnam accelerates export diversification as US tariffs take effect
Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...
Friday 11 July 2025
Taiwan's machinery exporters brace for US tariff verdict while handling FX pain
Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as...
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named...
Wednesday 9 July 2025
US lifts EDA ban, revives Synopsys-Ansys China deal prospects
The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software...
Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader...