Deals worth hundreds of billions of dollars, involving a vast number of advanced AI chips, plus data centres in US, were unveiled in the Middle East this week, despite long-held fears about Gulf nations ties to China
US senators have introduced a bill to stop batteries being purchased from six Chinese companies, amid concern domestic power grids could be destabilised, after rogue devices were found in Chinese solar power inverters
Analysts say countries in Southeast Asia like Vietnam, Thailand and Malaysia, plus Mexico, who are part of the China-plus-one supply chain, will need to make better deals with Washington.
Nvidia will downgrade its H20 chip for China, with specifications that will slash its memory capacity, but a source said customers may also be able to adjust the new chip
Trump administration officials are looking to dump the tiered approach to access to advanced chips and shift to a global licensing regime with government-to-government agreements, sources say
Huawei is making an "an unprecedented effort to develop every part of the AI supply chain domestically," one expert told the Financial Times
Lawmaker says technology to track chips is readily available, while there is bipartisan support for requiring companies like Nvidia to build location-tracking into their high-powered AI chips
Japan says tariffs imposed on autos, steel and aluminium cannot be excluded from trade talks, because the auto sector is a core national industry
Working groups will discuss key issues in new trade talks, but Seoul must hold an election before it can make commitments on big energy projects and defence costs
Huawei has approached some Chinese tech companies about testing the technical feasibility of its new chip, the Ascend 910D
China seems to be taking leaves from the American playbook as it steps up its retaliation against Donald Trump's tariff war
Banking sources say the net payments system is designed for large corporations and works directly with 11 Chinese provinces