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Nvidia to attend China supply-chain expo in July: Report
Economic Times
·
1m ago
Medial
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
·
22d ago
Medial
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.
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Nvidia CEO's China charm offensive underscores rock star status in key market - The Economic Times
Economic Times
·
16d ago
Medial
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.
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Trump can’t keep China from getting AI chips, TSMC suggests
Arstechnica
·
3m ago
Medial
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.
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China Plus One: Economic Survey Pushes For Increasing FDI From China In India
Inc42
·
1y ago
Medial
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.
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Nvidia CEO to hold media briefing in Beijing on July 16 - The Economic Times
Economic Times
·
24d ago
Medial
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.
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It’s rare, it’s revered, it’s relevant: What’s the big deal about rare earths? - The Economic Times
Economic Times
·
14d ago
Medial
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.
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NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch
TechCrunch
·
2m ago
Medial
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.
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China to Hold South Asia Expo from June 19 in Kunming
OutlookIndia
·
1m ago
Medial
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.
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US, Mexico to partner on semiconductor supply chain development
Economic Times
·
1y ago
Medial
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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Epsilon to partner with firms eyeing ex-China sourcing of EV battery materials: MD Vikram Handa
Economic Times
·
17d ago
Medial
Epsilon Advanced Materials is seeking partnerships to supply non-China graphite anode and cathode materials, critical for electric vehicle (EV) batteries. The move follows China's export restrictions on key battery materials, intensifying global concerns over supply chain vulnerabilities. Epsilon aims to provide a secure, consistent supply chain through its synthetic and natural graphite technology. With manufacturing plants in India, USA, and Finland, the company plans significant capacity expansion by 2030, supporting localization and sustainability efforts.
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