China curbs creating more competition for Nvidia
Export restrictions are helping not hindering the Chinese
Nvidia CEO Jensen Huang slammed the export controls on his outfit saying that they were counterproductive and helping the Chinese fight off US compeition.
TSMC puts design boots on the ground in Germany
Munich centre adds European edge to Taiwan’s global chip dominance
TSMC has given Brussels something to gloat about by announcing a new chip design centre in Munich.
Trump threatens Job’s Mob with 25 per cent iPhone tariff
iPhones made outside US could get slapped with a massive tax
President Donald Trump is kicking off another round of his trade war antics, and this time the Fruity Cargo Cult Apple is in the firing line. On 23 May 2025, Trump warned Apple boss Tim Cook that unless iPhones are made in the US, they’ll be hit with a 25 per cent tariff.
Foxconn enjoys a profit boom
But warns of trouble ahead
Foxconn has reported 91 per cent surge in profit this quarter but warned that it is cutting its full-year outlook over US tariff games.
Nvidia hikes GPU prices
Even before the scalpers get their paws on them
Nvidia is jacking up prices across almost its entire product line to keep its profits fat while tariffs and soaring manufacturing costs hammer the business.
Trump scraps Biden’s AI chip export rule
Nvidia happy for now
The Trump administration has torched the Biden-era “AI Diffusion Rule” just days before it was set to take effect on 15 May. The rule, described by a Commerce Department official as “overly complex, bureaucratic, and would stymie American innovation,” carved up the globe into chip access tiers.
US tariffs come with a side of Starlink
Musk’s satellite biz rides shotgun on trade strong-arm tactics
The White House seems to be nudging nations toward handing Elon Musk’s Starlink the keys to their internet backdoors, all while waving the threat of 50 per cent tariffs in their faces.
SK Hynix doubles profit on AI chip boom
Brushes off tariff fears
SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.
ASML sees tariff trouble ahead
Dutch kitmaker hopes for growth as chip industry scrambles for AI
ASML, the Dutch giant that builds the world’s priciest chip kit, says rising tariffs have muddied its 2025-2026 outlook, even as it clings to a bullish full-year forecast.
Tech supply chains are buckling
Prices likely to spike, analysts warn
Tech manufacturing lines are buckling, which could mean prices are set to rise, analysts have warned.