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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
AI demand drives TSMC to third-highest monthly revenue
Benefiting from robust demand for AI chips that offset weakening orders in smartphones and other consumer electronics, TSMC reported consolidated revenue of NT$343.614 billion (US$11.23...
Wednesday 10 December 2025
Budget stall threatens Taiwan's 2026 semiconductor and tech R&D agenda
Taiwan's 2026 central government budget has stalled in the Legislative Yuan amid partisan gridlock and the ruling party's loss of a parliamentary majority, raising concerns over funding...
Wednesday 10 December 2025
Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26
Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially...
Wednesday 10 December 2025
Trump greenlights Nvidia's H200 for China, reshaping AI arms race
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the...
Wednesday 10 December 2025
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...
Wednesday 10 December 2025
Microsoft, Intel outline major commitments in meetings with Indian PM
Prime Minister Narendra Modi met Microsoft CEO Satya Nadella and Intel CEO Lip-Bu Tan in New Delhi, where the two US tech leaders outlined major investments and support for India's...
Wednesday 10 December 2025
Taiwan leverages semiconductor edge to build full quantum ecosystem
Taiwan is moving to cement its position in the emerging global quantum technology supply chain, with the National Science and Technology Council (NSTC) outlining a strategy to build...
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...
Wednesday 10 December 2025
Export controls eclipse tariffs as Asia’s top chip risk, says Singapore semiconductor leader
Singapore is reinforcing its role as a neutral semiconductor hub while urging Southeast Asian nations to integrate their supply chains, as complex US export controls overtake tariffs...
Wednesday 10 December 2025
H200 returns to China's market, but local chipmakers have already built resilience
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing...
Wednesday 10 December 2025
Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies...
Wednesday 10 December 2025
Taiwan signals openness to US chip targets on condition of support
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a...