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    Nvidia H20 revival in China
    US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China, effectively erasing months of stringent semiconductor sanctions overnight.
    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.

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    IN THE NEWS
    Friday 18 July 2025
    US approval of Nvidia AI chip exports to China more than meets eye

    Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

    Friday 18 July 2025
    H20 comeback sparks rush for HBM with Samsung set to benefit
    Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
    Friday 18 July 2025
    Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
    Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
    Friday 18 July 2025
    Nvidia's return to China faces trust deficit as domestic rivals gain ground
    Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
    Friday 18 July 2025
    US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
    Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...
    Friday 18 July 2025
    Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
    In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing...
    Friday 18 July 2025
    TSMC delivers impressive 2Q25 results despite exchange rate crisis
    Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...
    Thursday 17 July 2025
    DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
    Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected...
    Thursday 17 July 2025
    H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
    The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
    Thursday 17 July 2025
    H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
    Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...
    Thursday 17 July 2025
    Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
    On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...
    Thursday 17 July 2025
    Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
    Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...
    Thursday 17 July 2025
    Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
    The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...
    Wednesday 16 July 2025
    Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
    The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the...
    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...
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