Trump administration holds off increasing tariffs until 2027
Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls
Nvidia chief scores huge victory with the decision to allow AI chip exports to China
Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI
The Nvidia chief executive has been the driving force behind the massive AI boom that has the capacity to reshape the global economy
Close allies among those targeted in bid to protect semiconductor sector that is backbone of economy
Beijing encouraged purchase of Huawei and Cambricon processors before Trump’s move to allow Nvidia exports
Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production
President says other chipmakers can also resume exports and ‘25% will be paid’ to the US
Also in today’s newsletter, the US warns the EU to be ‘very careful’ after it fined Elon Musk’s X
Investors bet Moore Threads will benefit from Beijing’s drive to reduce dependence on US chipmaker
Bipartisan bill is part of effort to stop Beijing from getting critical AI-related technology
Diverging fortunes of technology and other sectors spark concern despite rapid growth in GDP
South Korean group creates acquisition unit to compete in race to supply advanced memory chips
Open letter shows continuing supply chain chaos as car industry warns of further production disruption
Growth forecast for 2025 raised to 7.37%, the fastest rate in 15 years
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs
And securitising AI debt
Big US tech companies are more diversified than Korean and Taiwanese chipmakers
Case highlights the fierce competition in the race to manufacture the most cutting-edge semiconductors
Tech official says Taipei willing to share lessons from its world-leading industrial model under trade deal
US tech group’s quarterly sales outstrip expectations, reassuring investors and boosting shares worldwide
While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations
The same limited pool of young talent will keep being drawn on while global competition remains fierce
