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| How business is bracing for a US-China trade war |
1/10/2025 |
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The Port of Los Angeles, which is the U.S.’s main commercial gateway to China, handled almost a million 20-foot containers in October, an increase of 25 percent on the year that port officials attributed in part to the prospect of new tariffs. Volumes were up 16 percent in November and were tracking a 19 percent increase in December.
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| MediaTek partners with Nvidia to develop supercomputer chips |
1/8/2025 |
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MediaTek has partnered with Nvidia on the Nvidia GB10 Grace Blackwell Superchip for Project Digits -- a personal AI supercomputer. This collaboration builds on their previous work in automotive and AI, and MediaTek aims to enhance AI capabilities across its product lines, including smartphones, IoT devices and smart TVs.
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| Nvidia looks to set up an ASIC unit in Taiwan |
1/7/2025 |
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Nvidia is reportedly planning to establish an application-specific integrated circuit division in Taiwan to develop customized chips. The move comes as companies seek alternatives to Nvidia's graphics processing units-- with Apple using Google's TPUs and Amazon's Trainium2 chips.
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| Q1 NAND prices to fall 10-15% |
1/6/2025 |
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Clearing existing client SSD inventory remains a top priority in 1H25 for upstream suppliers. TrendForce forecasts a QoQ drop of 13-18% for contract prices of client SSD in 1Q25.
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| Huawei braces for renewed US sanctions |
1/2/2025 |
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Donald Trump's new cabinet appointments, such as Marco Rubio for Secretary of State and Mike Waltz as National Security Advisor, suggest a shift toward more aggressive policies against China. These appointments signal a likely return to the hardline approach seen in Trump's first term, with a focus on imposing stricter sanctions on Chinese tech firms like Huawei
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