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Nvidia to attend China supply-chain expo in July: Report

Economic Times

Economic Times · 2m ago

Nvidia to attend China supply-chain expo in July: Report

Nvidia is set to participate in the third edition of the China International Supply Chain Expo in Beijing from July 16 to 20, as reported by China state broadcaster CCTV. This marks Nvidia's first time attending the event, which will feature over 230 new Chinese and international company participants. This participation underscores a significant engagement in global supply chain dynamics and emphasizes Nvidia’s expanding collaboration in the Asian market.

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Nvidia says it will resume sales of 'H20' AI chips to China - The Economic Times

Economic Times

Economic Times · 1m ago

Nvidia says it will resume sales of 'H20' AI chips to China - The Economic Times

Nvidia will resume sales of its H20 AI chips to China following the U.S. government's decision to ease export restrictions. The H20 chip, a less powerful AI processing unit, was specifically developed for the Chinese market. Nvidia CEO Jensen Huang expressed optimism about restarting shipments. China remains a crucial market for Nvidia amidst local competition and geopolitical tensions. Huang is also set to attend a major supply chain event in China.

Nvidia CEO's China charm offensive underscores rock star status in key market - The Economic Times

Economic Times

Economic Times · 1m ago

Nvidia CEO's China charm offensive underscores rock star status in key market - The Economic Times

Nvidia CEO Jensen Huang visited China, strengthening his popularity amid U.S.-China trade tensions. During his visit, he praised Chinese tech advancements while delicately balancing U.S. concerns. Huang attended the China Supply Chain Expo, emphasizing Nvidia's commitment to the market despite geopolitical complexities. His visit, marked by public engagements and press meetings, signals Nvidia's strategic navigation between competing in China's tech market and adhering to U.S. policies, highlighting the company's global ambitions and challenges.

Nvidia CEO in Taipei to visit TSMC, says in talks with US over new China chip - The Economic Times

Economic Times

Economic Times · 6d ago

Nvidia CEO in Taipei to visit TSMC, says in talks with US over new China chip - The Economic Times

Nvidia CEO Jensen Huang visited Taipei to meet chip foundry partner TSMC amid US-China tensions over AI chips. Nvidia is in talks with the US about introducing the B30A chip to China, succeeding the H20. Although permission was granted for H20 sales after restrictions, security concerns arose in China. Nvidia has paused H20 production and is assessing its supply chain, as both governments negotiate chip sales and security implications.

Trump can’t keep China from getting AI chips, TSMC suggests

Arstechnica

Arstechnica · 4m ago

Trump can’t keep China from getting AI chips, TSMC suggests

Taiwan Semiconductor Manufacturing Company (TSMC) warns it may struggle to prevent China from accessing advanced AI chips amid US export controls. Despite efforts, TSMC’s role in the supply chain limits its visibility over chip usage, posing challenges in compliance. A report reveals TSMC-produced chips were found in restricted Huawei products, risking sanctions. Additionally, US President Trump’s proposed tariffs on semiconductor imports could disrupt TSMC's operations, affecting the global supply chain and raising costs.

China Plus One: Economic Survey Pushes For Increasing FDI From China In India

Inc42 · 1y ago

China Plus One: Economic Survey Pushes For Increasing FDI From China In India

The Survey suggests that India has two options to take advantage of the emerging trend: either integrate into China's supply chain or encourage foreign direct investment (FDI) from China. The report focuses on India's electronic exports, particularly mobile phones, which have experienced significant growth. It highlights the potential benefits of India capitalizing on the shift away from China and emphasizes the growth in the country's manufacturing exports.

Nvidia CEO to hold media briefing in Beijing on July 16 - The Economic Times

Economic Times

Economic Times · 1m ago

Nvidia CEO to hold media briefing in Beijing on July 16 - The Economic Times

Nvidia CEO Jensen Huang will visit Beijing on July 16 for a media briefing, marking his second trip to China since April. Amid US restrictions on Nvidia's chip exports due to military concerns, Huang's visit is significant, given that China accounted for $17 billion in revenue for Nvidia last fiscal year. Despite competition from Huawei, Chinese firms still demand Nvidia chips. US senators advised Huang to avoid meetings with certain entities while in China.

It’s rare, it’s revered, it’s relevant: What’s the big deal about rare earths? - The Economic Times

Economic Times

Economic Times · 1m ago

It’s rare, it’s revered, it’s relevant: What’s the big deal about rare earths? - The Economic Times

Rare earth elements (REEs) are vital to manufacturing electronic products due to their unique properties. China dominates the global supply chain, controlling mining and over 90% of processing and magnet production capacity. This dominance gives China significant leverage, potentially leading to supply chain disruptions for countries like India. The article by ET's Suraksha P delves into the complexities of the rare earth supply chain and its critical importance to India's manufacturing success.

NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch

TechCrunch · 3m ago

NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch

NVIDIA and AMD plan to sell new AI GPUs in China to align with U.S. export restrictions on advanced semiconductor technology. NVIDIA will offer a "B20" GPU, while AMD introduces the Radeon AI PRO R9700 for AI workloads. These sales are set to begin in July. NVIDIA also anticipates an $8 billion revenue impact in Q2 due to licensing constraints affecting its H20 chip sales in China, following a $4.5 billion hit in Q1.

China to Hold South Asia Expo from June 19 in Kunming

OutlookIndia

OutlookIndia · 2m ago

China to Hold South Asia Expo from June 19 in Kunming

Kunming, China will host the 9th China-South Asia Expo from June 19 to 24, featuring 11 themed halls across sectors like advanced manufacturing and clean energy. With India and Pakistan having significant participation, the expo will host 1,400 enterprises from 54 countries and expects nearly 1,000 buyers. The event provides a platform for South Asian products, with special country themes and significant emphasis on India-China trade connections.

US, Mexico to partner on semiconductor supply chain development

Economic Times

Economic Times · 1y ago

US, Mexico to partner on semiconductor supply chain development

The US and Mexico are joining forces to explore opportunities in the semiconductor supply chain, in an effort to reduce dependence on China and Taiwan. This partnership is in line with the US CHIPS Act, a 2022 law that has allocated $500 million to develop the semiconductor supply chain through collaborations with allies. The initial step will involve assessing Mexico's semiconductor industry, regulations, and workforce requirements. The strength and resilience of the semiconductor supply chain play a crucial role in the manufacturing of essential products like vehicles and medical devices.

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